Jaime Lerakis

Jaime Lerakis Email and Phone Number

Coach en développement intégral @ Montreal, QC, CA
Montreal, QC, CA
Jaime Lerakis's Location
Montreal, Quebec, Canada, Canada
About Jaime Lerakis

Passionnate about people and entrepreneurship, I have gathered expertise in different fields. From a law background, business oriented, now in the personnal finances field, wealth management is my forte.Strenghtned by several personnal challenges, I have been at different places, from clerck to professionnal and entrepreneur and I can relate to what is at stakes for my clients, what they worry about or go through.I aspire to integrate my competencies and experiences into a multidisciplinary firm integrating law, financial services, fiscality, accounting, to name a few, because I belive that teamwork allows ideas to blossom. In the meantime, I make sure to develop and maintain quality relationships with various professionnals to refer my clients to them according to their needs and expectations.My vision of entrepreneurship is quite innovative, based on integrity and integrating Social corporate responsability. I hold at heart to work according to my core values. This is also why I favour Responsible investing an care about investing time in my community and support causes that I care about. I belive that more and more, when clients need to choose where to bring their business, the difference an enterprise makes in its community will be a big critera in their decision. Enterprises with this kind of edge will be favored.

Jaime Lerakis's Current Company Details
Indépendant

Indépendant

Coach en développement intégral
Montreal, QC, CA
Jaime Lerakis Work Experience Details
  • Indépendant
    Coach En Développement Intégral
    Indépendant
    Montreal, Qc, Ca
  • Grip - Groupe De Recherche Et D’Intervention Psychosocial
    Adjointe À La Direction Et Au Développement Philanthropique
    Grip - Groupe De Recherche Et D’Intervention Psychosocial Nov 2021 - Present
    Montréal, Québec, Canada
  • Pigiste
    Consultante
    Pigiste Oct 2021 - Jun 2023
    Montréal
    Notaire de formation, droit, finance, gestion, économie sociale, entreprise libérée et gestion horizontaleConsultante en stratégies alternativesIntérêt pour l'économie sociale
  • Sfl Investments
    Mutual Funds Representative Promoting Responsible Investments
    Sfl Investments Feb 2016 - Jul 2019
    Financial needs and preferences analysis, investments recommendations- specialised in responsible investments- retirement planninf, emergency fund, life projects- RRSP, RESP, TFSA, RRIF, RDSP, mutual funds, GIC
  • Sfl Partenaire De Desjardins Sécurité Financière
    Conseillère En Sécurité Financière, Conseillère Autonome
    Sfl Partenaire De Desjardins Sécurité Financière Jan 2015 - Jul 2019
    1200, Boul. Chomedey, Bureau 300, Laval, Québec, H7V 3Z3
    Aider les gens à établir un plan financier afin de leur permettre de réaliser leurs objectifs:- Protection: assurances vie, salaire, soins médicaux, assurance cancer et maladies graves, assurance hypothèque et dettes, conseils généraux- Épargne: planification de retraite, fonds d'urgence, REER, CELI, REEE, REEI, FERR, CRI, FRV, fonds de placement garantis, conseils généraux
  • Dumais & Giard Notaries Inc.
    Notary
    Dumais & Giard Notaries Inc. 2006 - Jan 2015
    Montréal, Québec, Canada
    - Traditionnal notarial law (real estate, estate planning and administration, wills and madate in case of incapacity, etc.)- Trust wills, commercial transactions and financing- Developping processes and integrating systems to standardize the treatment of files into the study and employees training- Business development and conferences
  • National Bank Trust
    Estate Settlement Clerck
    National Bank Trust Apr 2003 - Apr 2006
    - Analysing estate settlement requests from branches to release funds to the right heirs- À la carte estate settlement (services requested by clients in branches)- Special mandate to comply with conformity regulations adjustments

Jaime Lerakis Skills

French Investissements Gestion Des Risques Negotiation Investments Corporatif Immobilier Management Assurance Vie Analyse De Besoins Financiers Real Estate Financial Planning Successions Notariat Mariage Testament Wealth Management Gestion D'actifs Corporate Law Corporate Tax Networking

Jaime Lerakis Education Details

  • Université De Montréal
    Diplome De Droit Notarial
  • Canadian Securities Institute (Csi)
    Canadian Securities Institute (Csi)
    Canadian Financial Services, Securities And Mutual Funds
  • Permaculture Humaine Internationale
    Permaculture Humaine Internationale
    Cours De Design En Permaculture (Pdc)
  • Convivium
    Convivium
    Coaching

Frequently Asked Questions about Jaime Lerakis

What company does Jaime Lerakis work for?

Jaime Lerakis works for Indépendant

What is Jaime Lerakis's role at the current company?

Jaime Lerakis's current role is Coach en développement intégral.

What schools did Jaime Lerakis attend?

Jaime Lerakis attended Université De Montréal, Canadian Securities Institute (Csi), Permaculture Humaine Internationale, Convivium.

What are some of Jaime Lerakis's interests?

Jaime Lerakis has interest in Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Animal Welfare, Arts And Culture.

What skills is Jaime Lerakis known for?

Jaime Lerakis has skills like French, Investissements, Gestion Des Risques, Negotiation, Investments, Corporatif, Immobilier, Management, Assurance Vie, Analyse De Besoins Financiers, Real Estate, Financial Planning.

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