Consulting Partner
Current
Jan 2021 - Present
AeroLeads people directory · profile
Denis Beaulieu Email & Phone Number
Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk
at
Levio
1 work email found
@videotron.ca
1 phone found area 253
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk
Location
Québec, Quebec, Canada
Company size
Who is Denis Beaulieu? Overview
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Quick answer
Denis Beaulieu is listed as Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk at Levio, a company with 660 employees, based in Québec, Quebec, Canada. AeroLeads shows a work email signal at videotron.ca, phone signal with area code 253, and a matched LinkedIn profile for Denis Beaulieu.
Denis Beaulieu previously worked as Consulting partner at Levio and BENEVA - Strategic advisor - Eagle accounting solution integration project at Levio. Denis Beaulieu holds Master'S Degree, Finance, General from Université Laval.
Company email context
Email format at Levio
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{last}{first_initial}@videotron.ca
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AeroLeads found 1 current-domain work email signal for Denis Beaulieu. Compare company email patterns before reaching out.
Profile bio
About Denis Beaulieu
Manager recognized for my entrepreneurial spirit and with more than 25 years of experience in finance, strategic planning, compliance, risk and IT project management. I am endowed with a mobilizing leadership, excellent communicator and team worker, possessing a creative and strategic thinking while being oriented towards the achievement of results. Finance | Portfolio management | Management | Strategic planning | Business project management | IT business project management | IT | BI | Compliance | Business development
Listed skills include Portfolio Management, Asset Management, Compliance, Investments, and 6 others.
Current workplace
Denis Beaulieu's current company
Company context helps verify the profile and gives searchers a useful next step.
Levio
14 roles · 30 years
Denis Beaulieu work experience
A career timeline built from the work history available for this profile.
Beneva - Strategic Advisor - Eagle Accounting Solution Integration Project
Aug 2022 - Oct 2023
Levio - Project Manager - Unit 4 Project
Feb 2022 - Jul 2022
President
Current
Phase Consulting
Sep 2019 - Present
Investissement Québec - Project Director And Strategic Advisor
Phase Consulting
Sep 2019 - Dec 2020
Desjardins - Program Manager - Evolution Of The Specialized Wealth Management Offering
Jan 2021 - Nov 2021
Director
Responsible for business development for residential loans in Canada, including the development of new products, partnerships and acquisitions.Responsible for the information systems team, whose role is to support the smooth operation of the systems and to develop technology in support of the strategic business vision.
Jan 2016 - Sep 2019
Chief Compliance Officer And Systems Director
Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management
Under the direction of the Executive Vice President, responsible for the compliance of the investment sector. More specifically, ensures that the company and its employees comply with applicable laws while maintaining ethical behavior. Responsible for the information systems team, whose role is to support the smooth operation of the systems and to develop.
2009 - Dec 2015
Project Director
Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management
In charge of the PRP project, a $20 million overhaul of the investment sector's IT systems, with the implementation of 4 new software packages (Bloomberg OMS, Eagle Accounting, Eagle Performance and a Microstrategy BI reporting environment).
2011 - Jun 2014
Director, Business Development
Reporting to the Senior Vice-President, responsible for business development and customer service for institutional accounts (pension funds, foundations, religious communities, etc.).
2006 - 2009
~3 yrs
Institutionnal Business Development
Blc- Rothschild Asset Management / Blc- Rothschild Gestion D'Actifs
In collaboration with the Vice-President, manages the fixed-income portfolios of all institutional clients in order to maximize returns while respecting clients' risk tolerance and investment policies. In addition, ensures client service by preparing quarterly management reports and presentations to various client committees.
2001 - 2005
~4 yrs
Fixed Income Portfolio Manager
Blc- Rothschild Asset Management
Fixed income portfolio managers for all institutional clients in order to maximize returns while respecting clients' risk tolerance and investment policies. Also ensures customer service. Preparation of quarterly management reports and presentations to various client committees.
2001 - 2004
~3 yrs
Fixed Income Analyst And Trader
Blc- Rothschild Asset Management
1998 - 2001
~3 yrs
Financial Analyst
1996 - 1998
~2 yrs
Team & coworkers
Colleagues at Levio
Other employees you can reach at levio.ca. View company contacts for 660 employees →
MA
Morgane Angeri
Colleague at LevioMontreal, Quebec, Canada, Canada
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.F
.Mathurin Franklin Talom Tagne
Colleague at LevioCameroon, Cameroon
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MB
Mejri Bassem
Colleague at LevioQuebec, Canada, Canada
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IS
Isabelle Soucy
Colleague at LevioLévis, Quebec, Canada, Canada
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SD
Safia Daoua, M.B.A
Colleague at LevioQuébec, Quebec, Canada, Canada
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NM
Neil Meagher
Colleague at LevioQuébec, Quebec, Canada, Canada
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PL
Pascal Lehoux
Colleague at LevioLévis, Quebec, Canada, Canada
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JL
Jean-Louis L.
Colleague at LevioGreater Quebec City Metropolitan Area, Canada
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MA
Marouane Amhidi
Colleague at LevioFez Prefecture, Fès-Meknès, Morocco, Morocco
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PR
Philippe Rochette
Colleague at LevioCapitale-Nationale, Quebec, Canada, Canada
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Morgane Angeri
Colleague at LevioMontreal, Quebec, Canada, Canada
View →
.F
.Mathurin Franklin Talom Tagne
Colleague at LevioCameroon, Cameroon
View →
MB
Mejri Bassem
Colleague at LevioQuebec, Canada, Canada
View →
IS
Isabelle Soucy
Colleague at LevioLévis, Quebec, Canada, Canada
View →
SD
Safia Daoua, M.B.A
Colleague at LevioQuébec, Quebec, Canada, Canada
View →
NM
Neil Meagher
Colleague at LevioQuébec, Quebec, Canada, Canada
View →
PL
Pascal Lehoux
Colleague at LevioLévis, Quebec, Canada, Canada
View →
JL
Jean-Louis L.
Colleague at LevioGreater Quebec City Metropolitan Area, Canada
View →
MA
Marouane Amhidi
Colleague at LevioFez Prefecture, Fès-Meknès, Morocco, Morocco
View →
PR
Philippe Rochette
Colleague at LevioCapitale-Nationale, Quebec, Canada, Canada
View →
5 education records
Denis Beaulieu education
Master'S Degree, Finance, General
Certificat Professionnels, Dirigeants, Administrateurs
Canadian Securities Institute
Baccalauréat, Business Administration And Management, General
Certificat, Computer Engineering
Cours Sur Le Commerce Des Valeurs Mobilières
Canadian Securities Institute
FAQ
Frequently asked questions about Denis Beaulieu
Quick answers generated from the profile data available on this page.
What company does Denis Beaulieu work for?
Denis Beaulieu works for Levio.
What is Denis Beaulieu's role at Levio?
Denis Beaulieu is listed as Strategic advice and Business- IT project management in Finance | Portfolio & Wealth management | Capital market | Compliance | Risk at Levio.
What is Denis Beaulieu's email address?
AeroLeads has found 1 work email signal at @videotron.ca for Denis Beaulieu at Levio.
What is Denis Beaulieu's phone number?
AeroLeads has found 1 phone signal(s) with area code 253 for Denis Beaulieu at Levio.
Where is Denis Beaulieu based?
Denis Beaulieu is based in Québec, Quebec, Canada while working with Levio.
What companies has Denis Beaulieu worked for?
Denis Beaulieu has worked for Levio, Phase Consulting, Ia Financial Group, Industrielle Alliance Gestion De Placements/Industrial Alliance Wealth Management, and Blc- Rothschild Asset Management / Blc- Rothschild Gestion D'Actifs.
Who are Denis Beaulieu's colleagues at Levio?
Denis Beaulieu's colleagues at Levio include Morgane Angeri, .Mathurin Franklin Talom Tagne, Mejri Bassem, Isabelle Soucy, and Safia Daoua, M.B.A.
How can I contact Denis Beaulieu?
You can use AeroLeads to view verified contact signals for Denis Beaulieu at Levio, including work email, phone, and LinkedIn data when available.
What schools did Denis Beaulieu attend?
Denis Beaulieu holds Master'S Degree, Finance, General from Université Laval.
What skills is Denis Beaulieu known for?
Denis Beaulieu is listed with skills including Portfolio Management, Asset Management, Compliance, Investments, Risk Management, Investments Systems, Gestion De Portefeuille, and Gestion D'Actifs.
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