IQPF Company
Industry: Not-for-profit organization
DescriptionThe Institut québécois de planification financière is a not-for-profit organization that awards the Financial Planner diploma in Quebec and administers the Autorité des marchés financiers's regulation relating to the professional continuous training of its graduates. Founded: 1989
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IQPF Employees
Employee
Years
Job
Industry
Denis Preston Denis Preston's IQPF Experience 2000 - Present
Job CPA, CGA, FRM, Pl.Fin.
Industry Financial Services
Experience
Denis Preston January 2012 - Present
HEC Montréal 2002 - Present
IQPF 2000 - Present
BLP, Groupe conseils March 2010 - December 2011
•Fonds des professionnels et Sogemec Assurances October 1990 - June 2005
Skills
Placement, Assurance, Excel, PowerPoint
Education
Université du Québec à Montréal 2005 — 2007
M. sc., Finance appliqué
Université Laval 1983 — 1985
M.ès arts, Analyse des politiques
Université de Montréal 1979 — 1983
B.sc., Science politique
Denis Preston January 2012 - Present
HEC Montréal 2002 - Present
IQPF 2000 - Present
BLP, Groupe conseils March 2010 - December 2011
•Fonds des professionnels et Sogemec Assurances October 1990 - June 2005
Skills
Placement, Assurance, Excel, PowerPoint
Education
Université du Québec à Montréal 2005 — 2007
M. sc., Finance appliqué
Université Laval 1983 — 1985
M.ès arts, Analyse des politiques
Université de Montréal 1979 — 1983
B.sc., Science politique
Anne-Marie Girard-Plouffe, PL.Fin.,AVA,TEP Anne-Marie Girard-Plouffe, PL.Fin.,AVA,TEP's IQPF Experience June 1997 - June 1998
Job Chef d'entreprise, Conseillère en sécurité financière, en assurance et rentes collectives
Industry Financial Services
Experience
Option Fortune, cabinet de services financiers ● gestion de patrimoine May 1995 - Present
Finance et Investissement April 2013 - Present
Association de planification fiscale et financière (APFF) October 2010 - 2011
IQPF June 1997 - June 1998
Skills
DES, SEO, French, Corporate Finance, Succession Planning, Business Strategy, Retirement Planning, Strategic Financial..., Financial Planners, Estate Planning, Financial Advisory, Wealth Management, Retirement, Investments, Investment Strategies, Mergers & Acquisitions, Risk Management, Wealth, Financial Analysis, Finance, Wealth Management..., Mutual Funds, Portfolio Management
Education
Université du Québec à Montréal 1992 — 1995
Certificat-(AVA), Services financiers, Prix Rober Lemay
McGill University 1973 — 1976
BA, Canadian studies, political sciences, history
Cegep de St-Laurent 1971 — 1973
D.E.C., Law
Option Fortune, cabinet de services financiers ● gestion de patrimoine May 1995 - Present
Finance et Investissement April 2013 - Present
Association de planification fiscale et financière (APFF) October 2010 - 2011
IQPF June 1997 - June 1998
Skills
DES, SEO, French, Corporate Finance, Succession Planning, Business Strategy, Retirement Planning, Strategic Financial..., Financial Planners, Estate Planning, Financial Advisory, Wealth Management, Retirement, Investments, Investment Strategies, Mergers & Acquisitions, Risk Management, Wealth, Financial Analysis, Finance, Wealth Management..., Mutual Funds, Portfolio Management
Education
Université du Québec à Montréal 1992 — 1995
Certificat-(AVA), Services financiers, Prix Rober Lemay
McGill University 1973 — 1976
BA, Canadian studies, political sciences, history
Cegep de St-Laurent 1971 — 1973
D.E.C., Law
Yves L. Giroux Yves L. Giroux's IQPF Experience December 2007 - Present
Job Senior Business Development Manager, BMO Insurance
Industry Financial Services
Experience
FP Foundation June 2015 - Present
BMO Financial Group October 2009 - Present
Institut québécois de planification financière (IQPF) June 2014 - Present
Financial Planning Foundation June 2014 - Present
IQPF December 2007 - Present
Centraide du Grand Montréal May 2014 - Present
Education
Institut Québécois de Planification Financière 1998 — 1998
Financial Planner
Université Laval 1986 — 1990
BBA, Business Administration
Canadian Securities Institute 1994 — 1994
Canadian Securities Course
Life Office Management Association 1994 — 1994
Associate Customer Service, Life Insurance
Life Office Management Association 1990 — 1993
Fellow Life Mangement Institute (FLMI), Life Insurance & Financial Services, With Distinction
Dalhousie University 1995 — 1995
Certified Employee Benefits Specialist (CEBS) Program
Université Laval 2002 — 2007
Group Insurance & Pensions Certificate
FP Foundation June 2015 - Present
BMO Financial Group October 2009 - Present
Institut québécois de planification financière (IQPF) June 2014 - Present
Financial Planning Foundation June 2014 - Present
IQPF December 2007 - Present
Centraide du Grand Montréal May 2014 - Present
Education
Institut Québécois de Planification Financière 1998 — 1998
Financial Planner
Université Laval 1986 — 1990
BBA, Business Administration
Canadian Securities Institute 1994 — 1994
Canadian Securities Course
Life Office Management Association 1994 — 1994
Associate Customer Service, Life Insurance
Life Office Management Association 1990 — 1993
Fellow Life Mangement Institute (FLMI), Life Insurance & Financial Services, With Distinction
Dalhousie University 1995 — 1995
Certified Employee Benefits Specialist (CEBS) Program
Université Laval 2002 — 2007
Group Insurance & Pensions Certificate
Liette Pitre's IQPF Experience October 2005 - Present
Job Responsable des communications, IQPF
Industry Public Relations and Communications
Experience
IQPF October 2005 - Present
Yves Rocher February 2002 - October 2005
Skills
Communication marketing, Relations publiques, Communication..., Français, Réseaux sociaux, Rédaction, Magazines, Communication interne, Relations média
Education
Université de Moncton 1996 — 2000
Information-communication, Arts
IQPF October 2005 - Present
Yves Rocher February 2002 - October 2005
Skills
Communication marketing, Relations publiques, Communication..., Français, Réseaux sociaux, Rédaction, Magazines, Communication interne, Relations média
Education
Université de Moncton 1996 — 2000
Information-communication, Arts
Sophie Labonne, MBA, Pl. fin., BIBC Sophie Labonne, MBA, Pl. fin., BIBC's IQPF Experience 2012 - 2015
Job Conseillère principale, Investissements et planification de la retraite chez Banque Nationale du Canada
Industry Banking
Experience
Banque Nationale du Canada January 2013 - Present
IQPF 2012 - 2015
IQPF 2012 - 2014
Scotiabank January 2007 - January 2013
TE Mirador May 2002 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Planification..., Service client
Education
Université du Québec à Montréal / UQAM 2002 — 2004
Master of Business Administration (MBA), Planification financière et successorale
Université de Montréal 1983 — 1986
Baccalauréat en sciences, Économie
Banque Nationale du Canada January 2013 - Present
IQPF 2012 - 2015
IQPF 2012 - 2014
Scotiabank January 2007 - January 2013
TE Mirador May 2002 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Planification..., Service client
Education
Université du Québec à Montréal / UQAM 2002 — 2004
Master of Business Administration (MBA), Planification financière et successorale
Université de Montréal 1983 — 1986
Baccalauréat en sciences, Économie
Luc Barsalou Luc Barsalou's IQPF Experience 1999 - 2002
Job Président du conseil d'administration chez Fondation AurèleDaoust du Collège VilleMarie
Industry Professional Training & Coaching
Experience
Cégep Marie-Victorin July 1993 - Present
Carrefour le Moutier September 2004 - Present
Fondation Aurèle-Daoust du Collège Ville-Marie June 2010 - Present
IQPF 1999 - 2002
IQPF 1999 - 2002
Skills
Coaching, French, Project Planning, Microsoft Office, Teamwork, Research, Français, Planification..., Enseignement, Gestion de projet, Management, Ressources humaines
Education
Université de Montréal 1978 — 1992
PhD, Linguistique
Collège André-Grasset 1976 — 1978
DEC, Lettres
Collège Ville-Marie 1972 — 1976
DES, Sciences
Cégep Marie-Victorin July 1993 - Present
Carrefour le Moutier September 2004 - Present
Fondation Aurèle-Daoust du Collège Ville-Marie June 2010 - Present
IQPF 1999 - 2002
IQPF 1999 - 2002
Skills
Coaching, French, Project Planning, Microsoft Office, Teamwork, Research, Français, Planification..., Enseignement, Gestion de projet, Management, Ressources humaines
Education
Université de Montréal 1978 — 1992
PhD, Linguistique
Collège André-Grasset 1976 — 1978
DEC, Lettres
Collège Ville-Marie 1972 — 1976
DES, Sciences
Jean Turcotte Jean Turcotte's IQPF Experience 1999 - Present
Job Directeur, Groupe fiscalité, assurance et gestion de patrimoine/ Director, Tax, insurance & Wealth Management Group
Industry Insurance
Experience
SUN LIFE FINANCIAL September 2011 - Present
IQPF 1999 - Present
AXA March 2008 - October 2011
SFL SERVICES FINANCIERS (DSF) 2005 - 2008
Sun Life Financial 2000 - 2005
Fiducie Desjardins 1997 - 2000
Skills
Financial Planning, Tax, Investments, Insurance, Wealth Management, Retirement Planning, Income Tax, Estate Planning, Strategic Financial..., Finance, Mutual Funds, Risk Management, Financial Analysis, Financial Planners, Financial Advisory, Retirement
Education
McGill University 1992 — 1994
Dip.tax., TAXATION
Université de Sherbrooke 1990 — 1993
LL.B., LAW
HEC Montréal 1987 — 1990
BAA, FINANCE
Ecole Barreau
SUN LIFE FINANCIAL September 2011 - Present
IQPF 1999 - Present
AXA March 2008 - October 2011
SFL SERVICES FINANCIERS (DSF) 2005 - 2008
Sun Life Financial 2000 - 2005
Fiducie Desjardins 1997 - 2000
Skills
Financial Planning, Tax, Investments, Insurance, Wealth Management, Retirement Planning, Income Tax, Estate Planning, Strategic Financial..., Finance, Mutual Funds, Risk Management, Financial Analysis, Financial Planners, Financial Advisory, Retirement
Education
McGill University 1992 — 1994
Dip.tax., TAXATION
Université de Sherbrooke 1990 — 1993
LL.B., LAW
HEC Montréal 1987 — 1990
BAA, FINANCE
Ecole Barreau
Paul Turcot's IQPF Experience 1996 - 1997
Job Gestion et Placements
Industry Financial Services
Experience
Turcot Conseil inc 2013 - Present
Navtours 2013 - 2013
Navtours 2013 - 2013
Gestion de Placements Eterna 2007 - 2012
Collège des administratteurs de sociétés 2007 - 2008
IPL, Inc. 1997 - 2002
IQPF 1996 - 1997
Banque Laurentienne 1995 - 1997
Education
Université Laval
Administrateur de sociétés c
1973 — 1975
MBA
Maîtrise es Sciences, Génie civil
Turcot Conseil inc 2013 - Present
Navtours 2013 - 2013
Navtours 2013 - 2013
Gestion de Placements Eterna 2007 - 2012
Collège des administratteurs de sociétés 2007 - 2008
IPL, Inc. 1997 - 2002
IQPF 1996 - 1997
Banque Laurentienne 1995 - 1997
Education
Université Laval
Administrateur de sociétés c
1973 — 1975
MBA
Maîtrise es Sciences, Génie civil
Sylvain B. Tremblay Sylvain B. Tremblay's IQPF Experience June 2014 - Present
Job Viceprésident Gestion Privée
Industry Financial Services
Experience
Optimum Asset Management May 2007 - Present
Fondation Sport-Études November 2014 - Present
IQPF June 2014 - Present
Financial Planning Foundation June 2014 - Present
MD Management Ltd June 2003 - April 2007
MD Management Ltd September 2000 - May 2003
MD Management Ltd September 1999 - August 2000
Montrusco Bolton May 1998 - November 1999
Médicad Inc September 1993 - September 1998
Lafond & Associés 1987 - 1991
Skills
Internal Communications, Marketing Communications, Coaching, Strategic Financial..., Management, Investments, Strategic Planning, Business Strategy, Banking, Estate Planning, Sales, Finance, Business Analysis, Mutual Funds, Microsoft Office, Risk Management, CRM, Financial Modeling, Change Management, Business Development, Financial Analysis, Negotiation, Wealth Management, Team Building, Portfolio Management
Education
Université Laval 1996 — 1999
DA, Administration
Université Laval 1984 — 1986
Bachelor, Industrial Relations + Finance
University of Ottawa 1979 — 1983
Bachelor, Geophysics
Optimum Asset Management May 2007 - Present
Fondation Sport-Études November 2014 - Present
IQPF June 2014 - Present
Financial Planning Foundation June 2014 - Present
MD Management Ltd June 2003 - April 2007
MD Management Ltd September 2000 - May 2003
MD Management Ltd September 1999 - August 2000
Montrusco Bolton May 1998 - November 1999
Médicad Inc September 1993 - September 1998
Lafond & Associés 1987 - 1991
Skills
Internal Communications, Marketing Communications, Coaching, Strategic Financial..., Management, Investments, Strategic Planning, Business Strategy, Banking, Estate Planning, Sales, Finance, Business Analysis, Mutual Funds, Microsoft Office, Risk Management, CRM, Financial Modeling, Change Management, Business Development, Financial Analysis, Negotiation, Wealth Management, Team Building, Portfolio Management
Education
Université Laval 1996 — 1999
DA, Administration
Université Laval 1984 — 1986
Bachelor, Industrial Relations + Finance
University of Ottawa 1979 — 1983
Bachelor, Geophysics
Nicole Pl.fin. M.B.A's IQPF Experience March 2009 - March 2010
Job Directrice Planificateurs Financiers, Investissements et planification retraite chez Banque Nationale
Industry Financial Services
Experience
Banque Nationale July 2015 - Present
Banque Nationale December 2012 - Present
Chambre de la sécurité financière March 2010 - Present
Banque Nationale du Canada April 2011 - December 2012
Desjardins April 2010 - April 2011
IQPF March 2009 - March 2010
Desjardins September 2008 - March 2009
RBC Wealth Management December 1982 - September 2008
RBC January 1999 - January 2001
RBC January 1990 - January 1996
Skills
Coaching, Strategic Planning, French, Financial Analysis, Team Leadership, Analyse de crédit, Conformité en épargne..., conformité blanchiement..., Management
Education
Université Laval 2014 — 2016
A.S.C. Institut des administrateurs de sociétés
Aveta Business Institute Six Sigma 2011 — 2011
Green Belt
1999 — 2001
2001
1990 — 1999
1999
Banque Nationale July 2015 - Present
Banque Nationale December 2012 - Present
Chambre de la sécurité financière March 2010 - Present
Banque Nationale du Canada April 2011 - December 2012
Desjardins April 2010 - April 2011
IQPF March 2009 - March 2010
Desjardins September 2008 - March 2009
RBC Wealth Management December 1982 - September 2008
RBC January 1999 - January 2001
RBC January 1990 - January 1996
Skills
Coaching, Strategic Planning, French, Financial Analysis, Team Leadership, Analyse de crédit, Conformité en épargne..., conformité blanchiement..., Management
Education
Université Laval 2014 — 2016
A.S.C. Institut des administrateurs de sociétés
Aveta Business Institute Six Sigma 2011 — 2011
Green Belt
1999 — 2001
2001
1990 — 1999
1999
Sonia Verleysen's IQPF Experience June 2015 - July 2015
Job Entrepreneur indépendant expérience en service à la clientèle, assurances et avant. sociaux
Industry Insurance
Experience
IQPF June 2015 - July 2015
Desjardins Groupe d'assurances générales September 2014 - April 2015
McGill University July 2011 - January 2014
ACS, a Xerox Company June 2005 - February 2011
Towers Perrin June 2000 - May 2005
Standard Life March 1997 - February 2000
Prudentielle d'Amérique 1995 - 1997
Prudential of England 1985 - 1990
Skills
Pension and Benefits..., Pension Systems, Office Suite..., Project Management, Business Process..., Organization &..., Client Service Oriented, General knowledge of HR..., Resource mobilizing..., Performance Management, Change Management, Retirement
Education
Concordia University 1978 — 1987
B. Com., Administration des affaires
PIVA
PIVA
IQPF June 2015 - July 2015
Desjardins Groupe d'assurances générales September 2014 - April 2015
McGill University July 2011 - January 2014
ACS, a Xerox Company June 2005 - February 2011
Towers Perrin June 2000 - May 2005
Standard Life March 1997 - February 2000
Prudentielle d'Amérique 1995 - 1997
Prudential of England 1985 - 1990
Skills
Pension and Benefits..., Pension Systems, Office Suite..., Project Management, Business Process..., Organization &..., Client Service Oriented, General knowledge of HR..., Resource mobilizing..., Performance Management, Change Management, Retirement
Education
Concordia University 1978 — 1987
B. Com., Administration des affaires
PIVA
PIVA
Wheaton Franciscan Healthcare
MultiCare Health System
Hoag Hospital
The MITRE Corporation
AFS Intercultural Programs
The Henry M. Jackson Foundation for the Advancement of Military Medicine
Society of Women Engineers
San Diego Zoo Global