Brendon Lemire

Senior Private Banker @Desjardins

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2022 — Present

Senior Private Banker @Desjardins

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Senior Private Banker\\\\n\\\\nDedicated professional who helps clients reach their goals and makes their lives easier by paying attention to even the smallest detail.\\\\n\\\\n• As a Private banker, I listen to high and very high net worth clients to understand what’s important to them, identify their needs and the complexities they face. I work closely with the wealth manager and ensure that banking and funding decisions are consistent with financial, tax and corporate strategies.I manage special banking requests on a daily basis. My clients get quick access to personalized credit solutions and I help them make the most of their credit to protect and increase their wealth.I remain available to clients if they need advice or personalized banking and credit solutions.\\\\n• Propose personalized financing strategies and banking solutions to high and very high net worth clients.\\\\n• Puts together funding models for trusts and holding companies.\\\\n• Develops a financing structure• Analyzes financial statements and cash flow.\\\\n• Offers advice on a range of Desjardins investment products.\\\\n• Handles certain day-to-day financial transactionsExperience.\\\\n• Working in the financial industry for 15 years • [B.A.A/B.C.L/L.L.B].\\\\n• Continuous professional development to update skills.\\\\n• Specialized in Complex financing strategies, Banking solutions, Financial analysis, Personalized credit solutions, Banking management, Day-to-day transactions.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

SKILLS

Financial AdvisoryCredit RiskCanadian Securities CourseStrategic PartnershipsCreditFinancial RiskFinancial AnalysisNew Business DevelopmentRefinanceTeam LeadershipReferralsInvestment AdvisoryCustomer SatisfactionSmall Business LendingPortfolio ManagementRisk ManagementClient FocusStart-UpsSales PresentationsWealth ManagementBusiness AdvisoryInsuranceMortgage LendingStart-Up ConsultingCommercial BankingCredit AnalysisProfessional ServicesMutual FundsCustomer ExperienceSales

ABOUT BRENDON LEMIRE

Enjoy our private banking services, exclusively for our Desjardins Private Wealth…

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Brendon Lemire — Senior Private Banker at Desjardins in Montreal, QC, CA | Unifers