Mathieu De Leseleuc Email & Phone Number

Fredericton, Nb

Fredericton, Nb

As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services:Goals/financial assessment Customized financial planning Tailored investment solutions Retirement and retirement income planningTax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

New Brunswick, Canada

As a Financial Advisor with RBC I am responsible for delivering integrated financial solutions to my clients and help them navigate a complicated financial landscape. I strive to deliver exceptional client experience with a breadth of knowledge around access to credit, investments with mutual funds and everyday banking solutions.Having completed my Financial Planning courses I & II with my exams scheduled for the Applied Financial Planning course I aim to complete those exams and hold the PFP designation before moving on to pursue the CFP designation which provides more in-depth and rounded knowledge around Financial Planning approaches.RBC gives me an environment in which to grow my skill-set by exposing me to a network of partners handling a variety of complex financial needs for our wide range of clients and I hope to continue building upon that skill set in order to guarantee my clients receive the best advice possible.

Ottawa, Canada Area

My role of Banking Advisor within RBC charges me with the responsibility and care of retail banking for a whole host of clients. From day to day banking accounts, planning for retirement, to managing clients credit needs the position is versatile in that the duties are very broad. My personal responsibilities include ensuring my clients are effectively managing their current financial needs as well as discovering any future financial needs. Debt management, investments with a focus on mutual fund holdings as well as retirement planning are all part of my daily obligations for my clients. Through RBC I have been able to obtain several different levels of certifications in order to advance my career. I hold a license with CSI for Investment Funds in Canada and am also completing my Financial Planning courses. These courses along with the constant training offered by RBC are what is allowing me to grow and hone my skills in an ever increasingly complicated financial world. I seek to add value to my clients experience when dealing with me as well as provide them with the best advice.Leveraging my in-branch and external partners allow me to cater to every need my clients might have. From bringing in outside partners in investments, mortgages and small business I am able to act as a one stop shop for my clients. When I am unable to meet the immediate need of my client I can always point them in the right direction and pass along a referral and ensure a follow-up is done by a partner of mine. RBC being a large company holding many different branches of services to our clients. Opportunities abound for someone looking to try many different avenues in the world of finance. From investments to credit, client facing to back office RBC has many different avenues to explore.

Colombia

At Tekpro S.A. I was in charge of marketing activities aimed at improving the growth of sales through a multi-tiered approach. I started with a complete analysis of what I thought were the strengths and weaknesses of the company. I found several areas that I thought were opportunities. I gave recommendations of updating the website, lead a full product catalog design as well as a brochure re-design. This brochure will be available on their website in both Spanish and English as well as distributed to potential costumers and trade show visitors for the various shows the company plans to attend in the future. The product catalog is composed of individual data sheets for every equipment Tekpro currently sells and each data sheet will be available for download on the website to allow costumers to see exactly what machine they are buying and how they all fit together to optimize the production process. My position at Tekpro was a Marketing Consultant but I found myself to be more of a project manager where I was tasked with overseeing the completion and perfecting of the various projects I began during my 3 month internship. In the end I am very grateful to the owners and the managers for allowing me to gain my first meaningful experience as a young professional and to do so in a foreign language was incredibly enriching. I will always look back on my time in Colombia as a great learning experience and I see myself coming back to Colombia very soon, the potential in this area of the world and in this country really is incredible.

Fort Beausejour-Fort Cumberland, Aulac Nb

Summer position held for both the 2012 and 2013 summers. I was a student tour guide responsible for giving tours, greeting visitors, answering question as well as handling information requests and research. Language requirements were imperative French and English due to highly varied language requests from visitors.This position allowed me to gain valuable experience in dealing with the public. From giving tours to school groups of children as young as 7 years old to groups of seniors well about 70 it was all about presenting the historically accurate information in a way that would enthrall and excite the group about history. No doubt one of my most rewarding experiences during my second summer at the Fort was hearing visitors compliment me on the tour I had given them the past year and citing me as the reason they came back the following year with an even larger group. During the summer of 2013, Parks Canada launched a program to entice younger visitors to come to Fort Beausejour-Fort Cumberland. The program, Xplorers, would have the kids dress up in soldiers and complete a booklet of activities in both the museum and the fort itself. This booklet of activities had a questionnaire sheet at the back of the booklet which allowed us to calculate some statistics on the participants. I took the initiative in calculating the visitor satisfaction along with writing a comprehensive report following the end of the season. The report is attached below.

Sackville, Nb

For 4 years while attending Mount Allison University I held a variety of different positions. My first position was a member of the Event Services Staff (ESS) formally Campus Police. My duties ranged from guest services, managing patrons, checking ID's, handling VIP's as well as a variety of other duties.My second position was an employee of the Fitness Centre where I was responsible for handling membership inquiries, greeting patrons, fielding any fitness question along with several other day to day cash handling responsibilities.My final positions was as an announcer for the various varsity teams on campus. Handling Women's Hockey, Basketball as well as Volleyball I was responsible for giving play by play, reading out sponsors as well as a variety of other duties.

Bachelor Of Commerce (B.Com.), Major In International Relations, Minor In Economics

My broad focus at Mount Allison University allowed me to gain valuable perspective on the world we live in and the intricacies regarding.

Bachelor Of Commerce (B.Com.), International Relations And Affairs