Guy Lacasse
Vice President, Product Management @Conquest Planning
North York, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2023 — Present
Vice President, Product Management @Conquest Planning
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EDUCATION
2008 — 2015
Dalhousie University
MBA, Financial Services
SKILLS
Investment StrategiesRetirementStrategic Financial PlanningBudgetsInvestmentsEstate PlanningEquitiesFinanceWealthWealth Management ServicesSecuritiesHigh Net Worth IndividualsAsset ManagementInvestment AdvisoryInvestment ManagementWealth ManagementMutual FundsStrategic PlanningPortfolio ManagementAsset AllocationFinancial ServicesFinancial PlanningCustomer RelationsProcess ImprovementCash ManagementRetirement PlanningBondsBudgetingTaxBankingRisk ManagementCustomer ServiceFinancial PlannersManagement
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