Olivier Sequerra

Olivier Sequerra Email and Phone Number

Senior Associate, Business Development at Galliant Advisors LP @ Galliant Advisors LP
montréal, quebec, canada
Olivier Sequerra's Location
Montreal, Quebec, Canada, Canada
Olivier Sequerra's Contact Details

Olivier Sequerra work email

Olivier Sequerra personal email

About Olivier Sequerra

Experienced Senior Associate with a demonstrated history of working in the financial industry. Skilled in Capital raising, Securities analysis, Investment Advisory, Asset Allocation, Mutual Funds, Trading and Risk Management. Strong professional with a B.Comm focused in Finance from John Molson School of Business.

Olivier Sequerra's Current Company Details
Galliant Advisors LP

Galliant Advisors Lp

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Senior Associate, Business Development at Galliant Advisors LP
montréal, quebec, canada
Employees:
11
Olivier Sequerra Work Experience Details
  • Galliant Advisors Lp
    Senior Associate, Business Development
    Galliant Advisors Lp Nov 2017 - Present
    Downtown, Montreal
  • Cibc Wood Gundy
    Investment Advisor
    Cibc Wood Gundy Jun 2011 - Nov 2017
    Advisory services for a leading financial institution catering to business owners, professionals and HNW individuals on any matter related to financial planning, estate and corporate tax planning, risk and wealth management.- Responsible for business development strategies to attract and gain new business- Responsible for managing all client and business relationships - Creating viable financial plans for clients based on their unique and individual life situations- Conducting in-depth reviews of clients' portfolios and financial goals- Implementation & monitoring of custom-tailored plans in order to ensure achievement of long term client goals-In-depth understanding of the stock, bond and option market-Extensive product knowledge in regards to Mutual Funds and Structured Products-Built custom financial structured product solutions for sizeable clients ($1,000,000 +)-Provided business owners' with niche strategies to reduce taxes, save money and increase the size of their estates/legacy-Helped clients fulfill their philanthropic needs by establishing long-term and tax efficient charitable giving solutions
  • Cibc Capital Markets
    Financial Analyst
    Cibc Capital Markets 2008 - 2011

Olivier Sequerra Skills

Investments Finance Investment Strategies Mutual Funds Wealth Management Portfolio Management Financial Services Financial Analysis Investment Advisory Financial Modeling Fixed Income Wealth Financial Advisory Corporate Finance Risk Management Securities Trading Asset Allocation Trust Management Valuation Building Relationships Charitable Gift Planning Term Life Insurance Universal Life Tactical Asset Allocation Bloomberg Terminal Equity Trading Charitable Trusts Income Protection Property And Casualty Insurance Risk Assessment Etfs Investment Management

Olivier Sequerra Education Details

  • John Molson School Of Business
    John Molson School Of Business
    Finance
  • Herzliah High School
    Herzliah High School
  • Dawson College
    Business/Commerce, General
  • Collège Inter-Dec, Montréal
    Collège Inter-Dec, Montréal
    Real Estate

Frequently Asked Questions about Olivier Sequerra

What company does Olivier Sequerra work for?

Olivier Sequerra works for Galliant Advisors Lp

What is Olivier Sequerra's role at the current company?

Olivier Sequerra's current role is Senior Associate, Business Development at Galliant Advisors LP.

What is Olivier Sequerra's email address?

Olivier Sequerra's email address is ol****@****ail.com

What schools did Olivier Sequerra attend?

Olivier Sequerra attended John Molson School Of Business, Herzliah High School, Dawson College, Collège Inter-Dec, Montréal.

What are some of Olivier Sequerra's interests?

Olivier Sequerra has interest in Investing, Football And Racing, Snowboarding, Basketball, Hockey.

What skills is Olivier Sequerra known for?

Olivier Sequerra has skills like Investments, Finance, Investment Strategies, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Financial Analysis, Investment Advisory, Financial Modeling, Fixed Income, Wealth.

Who are Olivier Sequerra's colleagues?

Olivier Sequerra's colleagues are Jordan Kravitz, Yuming L., Justin Noiseux-Cameron, Rohan Singh, Charles Vigneault, Warren Cola, Ariana Martinez.

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