Vice President, Private Wealth

Functions

  • Responsible for private wealth clients development and serving

Formation

  • Financial Planner designation - Institut Québécois de Planification Financière (2001)
  • Diploma in Personnal Financial Planification – Institut des Banquiers Canadiens (1998)
  • Bachelor of Business Administration, B.B.A. - Université Laval (1985) 

Experience

 

Eric G. Ouellet has been working with private clients for 31 years. He rejoined Optimum Asset Management in March 2010 after spending three years at Lombard Odier as Vice President, Development. During his previous stay at Optimum Asset Management, from 2001 to 2006, he held the titles of Director, Business Development and Vice-President, Bussiness relations.

Prior to 2001, Mr. Ouellet worked for 16 years for the Scotiabank Group, in which he held various administrative and business development functions.