Patrick Guilbault, Fcsi, Dms, Ris
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Patrick Guilbault, Fcsi, Dms, Ris Email & Phone Number

Branch Administrator and Assistant Branch Manager at Scotia Wealth Management
Location: Montreal, Quebec, Canada 11 work roles 3 schools
1 work email found @investorsgroup.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@investorsgroup.com
LinkedIn Profile matched
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Current company
Scotia Wealth Management
Role
Branch Administrator and Assistant Branch Manager
Location
Montreal, Quebec, Canada
Company size
2283 employees

Who is Patrick Guilbault, Fcsi, Dms, Ris? Overview

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Quick answer

Patrick Guilbault, Fcsi, Dms, Ris is listed as Branch Administrator and Assistant Branch Manager at Scotia Wealth Management, a company with 2283 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Patrick Guilbault, Fcsi, Dms, Ris.

Patrick Guilbault, Fcsi, Dms, Ris previously worked as Branch Administrator & Assistant Branch Manager at Scotia Wealth Management and Assistant Market Leader at Laurentian Bank Securities. Patrick Guilbault, Fcsi, Dms, Ris holds Csc, Cph, Dfc, Olc, Tac, Ostc, Frm, Cco, Pmt, Finance, General from Canadian Securities Institute.

Company email context

Email format at Scotia Wealth Management

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*@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Patrick Guilbault, Fcsi, Dms, Ris. Compare company email patterns before reaching out.

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Profile bio

About Patrick Guilbault, Fcsi, Dms, Ris

I want to develop my talents and expertise in portfolio management and in compliance in the finance industry. My recent experience in a financial services firm and in a self-regulatory organisation provided to me great analytical knowledge in the stock brokerage business along with its regulation in constant evolution. I have developed over the years an extensive expertise in rating the involved risk of any type of investments. I have also developed a speciality in currencies, commodities and derivatives.

Listed skills include Mutual Funds, Derivatives, Retail Banking, Suitability, and 15 others.

Current workplace

Patrick Guilbault, Fcsi, Dms, Ris's current company

Company context helps verify the profile and gives searchers a useful next step.

Scotia Wealth Management
Scotia Wealth Management
Branch Administrator and Assistant Branch Manager
Montreal, QC, CA
Website
scotiawealthmanagement.com
Employees
2283
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Company profile
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11 roles · 19 years

Patrick Guilbault, Fcsi, Dms, Ris work experience

A career timeline built from the work history available for this profile.

Branch Administrator & Assistant Branch Manager

Current
Scotia Wealth Management

Montreal, Quebec, Canada

Aug 2024 - Present

Associate Manager, Compliance Examinations

Investors Group

Montreal, Canada Area

Responsable for the compliance branch and sub-branch attendance program. These reviews include examinations of both IIROC and MFDA-licensed offices.

Jan 2016 - Oct 2019

Compliance Officer

Société De Services Financiers Fonds Fmoq Inc.

Montreal, Canada Area

In charge of monitoring compliance activities to insure operations are in line with the regulation in place by the authorities.

May 2012 - Feb 2013

Investigations Analyst

Iiroc (Investment Industry Regulatory Organization Of Canada)

Montréal, Quebec, Canada

Analytics and intelligence projects in the stock brokerage industry. Researching public ans specialized publications for enforcement news trends and new regulation in the industry.

2007 - 2012 ~5 yrs

Investment Representative

Td Waterhouse Canada Inc.

Montréal, Québec, Canada

Provided direct brokerage solutions to an established clientele. Accepted trading instruction for securities, options, mutual funds, fixed income and new issues,...

Feb 2006 - Aug 2007

Financial Services Representative

Td Bank Group

Longueuil, Quebec, Canada

Offered customized banking solutions to TD Canada Trust Clients.

Mar 2005 - Feb 2006

Real Estate Appraiser

Guilbault & Associés

Drummondville, Quebec, Canada

Appraisal of residential, commercial, industrial and farming long-term assets.

Oct 2003 - Mar 2005
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 2283 employees →

SC Susan Coderre Susan Coderre Colleague at Scotia Wealth Management Calgary, Alberta, Canada, Canada View → VB Vanni Behal Vanni Behal Colleague at Scotia Wealth Management Regina, Saskatchewan, Canada, Canada View → CD Christine Dimatteo Christine Dimatteo Colleague at Scotia Wealth Management Hamilton, Ontario, Canada, Canada View → EJ Ethan Jeary Ethan Jeary Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → SW Stuart W. Statton, Cfa® Mfa-P™ Cim® Cmt® Ciwm® Fcsi® Stuart W. Statton, Cfa® Mfa-P™ Cim® Cmt® Ciwm® Fcsi® Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → SM Sarah Miller Sarah Miller Colleague at Scotia Wealth Management Canada, Canada View → MF Mederlyn Frías Santiago Mederlyn Frías Santiago Colleague at Scotia Wealth Management Toronto, Ontario, Canada, Canada View → CL Christy Li Christy Li Colleague at Scotia Wealth Management Victoria, British Columbia, Canada, Canada View → RE Rabiah Elferro Rabiah Elferro Colleague at Scotia Wealth Management Vancouver, British Columbia, Canada, Canada View → IC Isabelle Cadotte Isabelle Cadotte Colleague at Scotia Wealth Management Calgary, Alberta, Canada, Canada View →
3 education records

Patrick Guilbault, Fcsi, Dms, Ris education

Csc, Cph, Dfc, Olc, Tac, Ostc, Frm, Cco, Pmt, Finance, General

Canadian Securities Institute

Dec, Sciences Pures Et Appliquées

Cegep De Drummondville
FAQ

Frequently asked questions about Patrick Guilbault, Fcsi, Dms, Ris

Quick answers generated from the profile data available on this page.

What company does Patrick Guilbault, Fcsi, Dms, Ris work for?

Patrick Guilbault, Fcsi, Dms, Ris works for Scotia Wealth Management.

What is Patrick Guilbault, Fcsi, Dms, Ris's role at Scotia Wealth Management?

Patrick Guilbault, Fcsi, Dms, Ris is listed as Branch Administrator and Assistant Branch Manager at Scotia Wealth Management.

What is Patrick Guilbault, Fcsi, Dms, Ris's email address?

AeroLeads has found 1 work email signal at @investorsgroup.com for Patrick Guilbault, Fcsi, Dms, Ris at Scotia Wealth Management.

Where is Patrick Guilbault, Fcsi, Dms, Ris based?

Patrick Guilbault, Fcsi, Dms, Ris is based in Montreal, Quebec, Canada while working with Scotia Wealth Management.

What companies has Patrick Guilbault, Fcsi, Dms, Ris worked for?

Patrick Guilbault, Fcsi, Dms, Ris has worked for Scotia Wealth Management, Laurentian Bank Securities, Valeurs Mobilières Banque Laurentienne Inc., Investors Group, and Macdougall, Macdougall & Mactier Inc..

Who are Patrick Guilbault, Fcsi, Dms, Ris's colleagues at Scotia Wealth Management?

Patrick Guilbault, Fcsi, Dms, Ris's colleagues at Scotia Wealth Management include Susan Coderre, Vanni Behal, Christine Dimatteo, Ethan Jeary, and Stuart W. Statton, Cfa® Mfa-P™ Cim® Cmt® Ciwm® Fcsi®.

How can I contact Patrick Guilbault, Fcsi, Dms, Ris?

You can use AeroLeads to view verified contact signals for Patrick Guilbault, Fcsi, Dms, Ris at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Patrick Guilbault, Fcsi, Dms, Ris attend?

Patrick Guilbault, Fcsi, Dms, Ris holds Csc, Cph, Dfc, Olc, Tac, Ostc, Frm, Cco, Pmt, Finance, General from Canadian Securities Institute.

What skills is Patrick Guilbault, Fcsi, Dms, Ris known for?

Patrick Guilbault, Fcsi, Dms, Ris is listed with skills including Mutual Funds, Derivatives, Retail Banking, Suitability, Fixed Income, Finance, Comset, and Compliance.

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