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.
Indépendant
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Coach En Développement IntégralIndépendantMontreal, Qc, Ca
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Adjointe À La Direction Et Au Développement PhilanthropiqueGrip - Groupe De Recherche Et D’Intervention Psychosocial Nov 2021 - PresentMontréal, Québec, Canada
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ConsultantePigiste Oct 2021 - Jun 2023MontréalNotaire de formation, droit, finance, gestion, économie sociale, entreprise libérée et gestion horizontaleConsultante en stratégies alternativesIntérêt pour l'économie sociale
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Mutual Funds Representative Promoting Responsible InvestmentsSfl Investments Feb 2016 - Jul 2019Financial needs and preferences analysis, investments recommendations- specialised in responsible investments- retirement planninf, emergency fund, life projects- RRSP, RESP, TFSA, RRIF, RDSP, mutual funds, GIC -
Conseillère En Sécurité Financière, Conseillère AutonomeSfl Partenaire De Desjardins Sécurité Financière Jan 2015 - Jul 20191200, Boul. Chomedey, Bureau 300, Laval, Québec, H7V 3Z3Aider 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
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NotaryDumais & Giard Notaries Inc. 2006 - Jan 2015Montréal, 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 -
Estate Settlement ClerckNational 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
Jaime Lerakis Education Details
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Diplome De Droit Notarial -
Canadian Securities Institute (Csi)Canadian Financial Services, Securities And Mutual Funds -
Permaculture Humaine InternationaleCours De Design En Permaculture (Pdc) -
ConviviumCoaching
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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