Paul Baptiste's Location
Montreal, QC, CA
Paul Baptiste's Work
- Mutual Fund Representative @ Fonds de solidarité FTQ
- Wealth Management Advisor @ Desjardins
- Financial Advisor @ Laurentian Bank
- Investment Representative @ National Bank of Canada
- Senior Investment Representative @ HSBC
- Client Contact Consultant @ BMO
Paul Baptiste's Education
- McGill University
Graduate Certificate in Financial Planning (Financial Planning)
2015 - 2016 - Concordia University
Bachelor of Commerce (BCom) (Finance, General)
2008 - 2010 - Institut Québécois de Planification Financière
(Financial Planning and Services)
Paul Baptiste's Skills
- Cash Management
- Banking
- Fixed Income
- Bonds
- Retirement Planning
- Portfolio Management
- Derivatives
- Investments
- Mortgage Lending
- Finance
Paul Baptiste's Summary
Paul Baptiste, based in Montreal, QC, CA, is currently a Mutual Fund Representative at FlexiFonds de solidarité FTQ, bringing experience from previous roles at Desjardins, Laurentian Bank of Canada, National Bank of Canada and HSBC. Paul Baptiste holds a 2015 - 2016 Graduate Certificate in Financial Planning in Financial Planning @ McGill University. With a robust skill set that includes Cash Management, Banking, Fixed Income, Bonds, Retirement Planning and more, Paul Baptiste contributes valuable insights to the industry.
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