Services
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 30 mins
Video meeting . 60 mins
About me
A research-driven Product Leader with a strong foundation in wealth management.
Some of the key enhancements that I’ve delivered as a Product Manager in the Canadian WealthTech space:
Advisor-Led Businesses
1. Sunlife Financial - Built an onboarding solution for 5000+ MFDA Advisors that discovered clients based on their risk appetite
2. Investia/Aligned/Desjardin - Enhanced the Univeris trading module to introduce Platform Traded Funds through NEO Exchange. Maintained the Mutual Fund trading module that integrated with Mutual Fund Manufacturers via FundServ
3. 0 to 1 launch of a new digital IIROC dealer, PortfolioHiway that provides solutions to HNIs and Corporates
4. 0 to 1 launch of a product for single-family offices that helps investment professionals aggregate public assets(stocks, bonds, MFs) with private assets(cars, collectables, real estate)
Robo-Advisory
1. Scotiabank/MD Financial - Built a robo-advisory solution that opened all Canadian Account types with Fidelity as their Custodian
2. Enhanced Nest Wealth's robo-advisory business custodied with National bank by delivering several client-facing enhancements
Self-Directed Investing
1. Built several tools for Dividend.com such as watchlists, screeners, dividend capture etc that helped retirees take effective decisions around income investing
AML
1. As part of Alessa's offering, launched a new multi-tenanted SaaS Product that monitors transactions for Casinos and helps prevent money laundering and fraud