Experience

Montrusco Bolton Investments Inc.

• Canada
• Investment Management
• 1 - 100 Employee

• SVP and Chief Operating Officer

  • Sep 2022 - Present

  Inspire and empower the operational teams, including Finance, IT, Operations, Governance and HR so as to support the effective delivery of solutions and services to clients. Inspire and empower the operational teams, including Finance, IT, Operations, Governance and HR so as to support the effective delivery of solutions and services to clients.



Concordia University

• Canada
• Higher Education
• 700 & Above Employee

• University Lecturer

  • Jan 2023 - Present

  Instructor of John Molson School undergraduate course, Strategy & Competition. Instructor of John Molson School undergraduate course, Strategy & Competition.



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Vice-President, Investment Operations

  • Mar 2015 - Apr 2020

  - Oversee operational activities primarily supporting the Wealth Management and Retail investments business (e.g. account opening, transfers, account management, estate settlements, tax slip production, mutual fund manufacturing, distribution and fund accounting, etc.) - Manage credit risk for securities margin accounts - Act as co-president of National Bank Correspondent Network, offering operational service solutions to securities brokers and registered portfolio managers - Contribute to leadership of Operations sector and Wealth Management business unit - Work with various sectors to ensure the effective end-to-end delivery of financial instruments Show less



Standard Life

• VP, Customer Experience, Individual Markets Operations, Customer Contact Centre and Improvement

  • Jun 2012 - Feb 2015

  - Lead the Individual Markets Customer Service unit (Investment & Insurance back-office);- Lead the customer contact centre (Retail markets, Group Savings and Group Insurance)- Lead the improvement team; - Manage strategic planning for Customer Experience, aimed at ensuring customer centricity; and - Sponsor major projects relating to Customer Service.

• AVP Corporate Strategy

  • Nov 2010 - Jul 2012

   Set up and lead a corporate strategic planning unit supporting the three lines of business, Group Savings, Group Insurance and Individual Markets; Identify, assess and leverage business opportunities, working with key business partners; Design and manage the planning process;  Articulate strategic direction and prepare the business plan, working in collaboration with senior executive; and Monitor the plan and support ongoing re-alignment and re-evaluation.

• Senior Manager - Project Office (& Life Insurance After Sales Customer Service - special assignment)

  • Jan 2008 - Nov 2010

  - Set up and manage a business project office within the Individual Markets line of business;- Participate in strategic planning activities establishing the direction of the Individual Markets business;- Lead change (business initiatives/projects) aimed at implementing Retail Markets' strategic plan and improving business processes;- Liaise with Vice-Presidents and line managers to define, coordinate and execute activities/projects required to realize cross-functional initiatives/projects- Ensure the most profitable use of the Company's resources with a view toward productivity, quality and innovation;- Define and implement a change management process for major projects for the line of business- Ensure harvesting of benefits of key cross-functional projec- In addition to Retail Project Office responsibilities, manage customer service life insurance operations (extension of responsibilities (May 2010 - November 2010) Show less

• Manager, Corporate Planning & Budgeting

  • Jan 2001 - Dec 2007

  - Manage team of accounting professionals responsible for corporate planning/budgeting; - Design and manage the corporate planning process, including budgeting;- Participate in the challenge of the corporate business plan; - Prepare the Canadian business plan annually;- Build relationships with divisional planning partners (mainly senior executives), providing them with expense reporting and analysis, as well as planning and budgeting tools and support; - Manage delivery of analytical reports linked to corporate performance measurement (e.g. Balanced Scorecard, Canadian annual performance review, credit rating reports, management expense reports); - Ensure effective corporate expense management (e.g. Activity Based Costing and quarterly expense forecasting); - Manage the strategic investment approval process; - Provide expense consulting in support of strategic projects; and - Participate in various corporate committees (project management, management training, domestication, etc.), as well industry organizations and forums (e.g. LOMA). Show less