Stephan Fernandes Email & Phone Number

Canada

Courtice, Ontario, Canada

Greater Toronto Area Metropolitan Area

Investors Group Financial Sercives Inc. - A financial advisor, committed to helping you reach your financial goals and dreams. Achieved through experience, exceptional client service and guidance. Provided through strategic areas such as investment, estate, retirement, insurance and mortgage planning.

Toronto, Canada Area

Reporting to the Executive Vice-President and leading a Client Service team of 7 people across Canada, I was counted on to implement all operational projects, manage multiple vendor relationships as well as ensure the team provided Superior Customer Service to callers from coast to coast.I would strategize with Senior Management regularly to plan infrastructure changes, implement new product launches and align regulatory changes with our business strategy for 3 distinct distribution… Show more Reporting to the Executive Vice-President and leading a Client Service team of 7 people across Canada, I was counted on to implement all operational projects, manage multiple vendor relationships as well as ensure the team provided Superior Customer Service to callers from coast to coast.I would strategize with Senior Management regularly to plan infrastructure changes, implement new product launches and align regulatory changes with our business strategy for 3 distinct distribution channels (Intermediary, Credit Union and Caisses Populaires).I have overseen and managed several conversions, fund acquisitions, mergers and product changes.I also hired, trained and mentored entry level Customer Service Representatives and transitioned many of them into other positions within the company (such as into Sales, Product Analyst and Investment Management teams).I also acted as the firm's representative on several industry working groups and committees at IFIC and FundServ as well as at industry events. I became the subject matter expert on regulatory changes such as CRM2, FATCA, T+2, CRS and the upcoming recommendation for best practices for Advisors. Show less

Toronto, Canada Area

Managed the relationship and service needs for several mutual fund clients (including Standard Life, Montrusco Bolton, Northwest, Stone & Co, TD GIF). All Quebec based clients were based with me.Worked diligently with the back-office to ensure developments, services and products were communicated to the clients and implemented to the clients' satisfaction and in a cost-effective manner