Derek Altimas Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Responsible for business development in key markets such as Asset Management & Investment Dealers who require cost effective solutions for their client communication and regulatory documents. InvestorCOM is an investor.
• Investor Communications – design, composition and multi-channel fulfillment of investor communications including statements, trade confirmations and tax slips
• Regulatory and Compliance – automated publishing and delivery of compliance documents including MRFPs, Financial Statements, Fund Facts and Prospectuses
• Workflow Solutions – automation solutions designed to simplify the transaction processing lifecycle including client re-papering, welcome kits, account opening and dealer transfers
• Marketing Content Management – online marketing portal outsourcing solutions designed to simplify the creation and distribution of marketing contentInvestorCOM is a leader in providing financial technology and.

Responsible for business development in the financial services sector (mutual fund companies as well as MFDA and IIROC dealers) who need to provide cost effective client communication and regulatory documents.Symcor is Canada’s largest variable print provider specializing in customer communication solutions and financial processing.

Primary focus was to provide support and knowledge to Mackenzie's top 5 % of sales advisors back office support teams.

Toronto, Canada Area

Primary point of contact for asset management and fund companies to ensure products were made available of the MRS approved investment product inventory. Worked for a number of years on industry working groups at FundSERV and IFIC to improve the Intermediary transaction processing business model. Also responsible for the multi million $ print and E-pres.