Talk to sales Try for Free

Pascal Liboiron, MBA, Fin. Pl., CLU

Marketing Director

1000 followers

Kirkland, Quebec, Canada

Connect with Pascal Liboiron, MBA, Fin. Pl., CLU to Send Message

Connect with Pascal Liboiron, MBA, Fin. Pl., CLU to Send Message

Timeline
About me
Vice-President - Sales
Education
- École des sciences de la gestion (ESG UQAM)
  2006 - 2008
  Master of Business Administration (MBA) Finance
- École des sciences de la gestion (ESG UQAM)
  2000 - 2002
  Fin. Pl., /Pl. fin. Financial Planning and Services
- Université Laval
  2004 - 2006
  Chartered Life Underwriter, CLU financial/tax planning
Experience
- Equinox Financial Group
  Mar 2001 - Apr 2003
  Marketing Director
- Transamerica Life Canada
  Apr 2003 - Jun 2008
  Sales Director
- Great-West Life
  Jun 2008 - Aug 2011
  Advanced Case Consultant
  Elaborate and support advisor to deploy the proper strategy for their HNW clientele. Using Asset management, risk management, tax knowhow(ITA), asset management, life insurance concepts and civil code intricacies to optimize an individual's or Corporations financial situation.
- AGF Management Limited
  Aug 2011 - Apr 2019
  Regional vice-president sales
  sales development, prospect and increase market penetration through well documented meeting and presentations, bring leadership and motivate internal team, understand market trends. Provide investments solutions for various types of needs and clients.
- Financière Sun Life
  Apr 2019 - Mar 2021
  Regional Vice-President , insurance distribution - independent network
  leading a sales team of 12 professionals to achieve sales target through: thought leadership, technical training and advisor support.
- Self-employed
  Mar 2021 - Nov 2021
  Independant Sales Consultant
- Brompton Funds
  Nov 2021 - now
  Vice-president, Sales
Licenses & Certifications
- CLU / AVA
  Autorité des marchés financiers (Québec)
- Planificateur financier
  Autorité des marchés financiers (Québec)