Charles Loiselle
Head of Wealth Products and Platforms @HSBC
Oakville, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Head of Wealth Products and Platforms @HSBC
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Toronto, ON, CA
EDUCATION
1998 — 2001
Université de Montréal / University of Montreal
Bachelor of Science (B.Sc.)
SKILLS
Risk ManagementFinancial ServicesInvestmentsPortfolio ManagementBusiness AnalysisRelationship ManagementFixed IncomeStrategic Financial PlanningFinancial AnalysisAnalysisTeam LeadershipWealth ManagementSecuritiesCreditManagementEquitiesLeadershipCall CentersMutual FundsBanking
ABOUT CHARLES LOISELLE
Experienced transformation leader within the wealth management space, with 20+ years of industry experience. Lead, developed and implemented multi-million dollar wealth management business strategies and transformation initiatives. Specialties: Business Strategy Design Process Re-engineering Online Brokerage Robo-Advice Investment Advice Business Wealth Product Management Private Wealth Management High Net Worth Banking
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