Guy Lacasse Email & Phone Number
Vice President, Product Management @ Conquest Planning Inc.
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Guy Lacasse Location
- Toronto, ON, CA
Guy Lacasse Work
- 2023 -now Vice President, Product Management @
- 2022 -2023 Vice President, Financial Planning Services @
- 2022 -2023 Vice President, Financial Planning Services @
- 2015 -2022 Senior Manager, Financial Planning Services @
- 2011 -2014 Manager, Financial Planning Solutions @
- 2010 -2011 Operations Manager, Financial Planning Support @
- 2007 -2010 Financial Planning Software Consultant @
- 2007 -2007 Assistant Director, Finance and Operations @ MCC Toronto
- 2004 -2006 Coordinator, Settlements @
- 1984 -2002 Financial Analyst, Accounting (last position) @
Guy Lacasse Education
- Dalhousie University
MBA (Financial Services)
2008-2015
Guy Lacasse Skills
- Financial Planning
- Wealth Management
- Banking
- Tax
- Risk Management
- Budgeting
- Customer Relations
- Process Improvement
- Cash Management
- Strategic Financial Planning
- Budgets
- Bonds
- Strategic Planning
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Securities
- Customer Service
- Management
- Investments
- Finance
- Financial Planners
- Portfolio Management
- Asset Management
- Asset Allocation
- Wealth
- Investment Strategies
- Retirement
- Financial Services
- Investment Management
- Equities
- Estate Planning
- High Net Worth Individuals
- Sales
- Business Analysis
- Java
- Microsoft Office
- Financial Analysis
- Wealth Management Services
Guy Lacasse Summary
- Guy Lacasse, based in Toronto, ON, CA, is currently a Vice President, Product Management at Conquest Planning Inc.. Guy Lacasse brings experience from previous roles at RBC and RBC Wealth Management. Guy Lacasse holds a 2008 - 2015 MBA in Financial Services @ Dalhousie University. With a robust skill set that includes Financial Planning, Wealth Management, Banking, Tax, Risk Management and more. Guy Lacasse has 1 emails and 4 mobile phone numbers on RocketReach.
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