Derek Paquette

Regional Sales Manager at BMO Global Asset Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Ottawa, Ontario, Canada, CA
Skills

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Credentials

  • Canadian Investment Manager (CIM)
    Canadian Securities Institute
  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)

Experience

  • BMO Global Asset Management
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Regional Sales Manager
      • Mar 2021 - Present

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment & Retirement Planner
      • Jan 2012 - Mar 2021

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Sales Manager
      • Apr 2009 - Jan 2012

  • Scotia Securities
    • Financial Advisor
      • Nov 2007 - Mar 2009

  • CIBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Service Representative 2 + Small Business
      • Mar 2006 - Sep 2007

Education

  • FPSC
    CFP, Certified Financial Planner
    2007 - 2008
  • CSI
    CIM, Canadian Investment Manager
    2006 - 2007

Community

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