Jérémie Poirier Pratte, CFA
Vice-President and Chief Innovation Officer
As a member of the Executive Committee, Jérémie is responsible for the client service, the implementation of asset allocation and the monitoring of client portfolios. He is also responsible for supervising efforts related to the development of innovation across the firm. Prior to joining Patrimonica in 2018, Jérémie worked at RBC Investor Services, where he developed a solid understanding of portfolio transactions, investment structures, and asset monitoring and governance requirements.
At Patrimonica, Jérémie played a significant role in integrating and developing technological tools supporting portfolio management, risk monitoring, and reporting to clients. He also contributed considerably to the optimization of business processes, improving the firm's overall efficiency and the quality of service offered to clients.
He holds a bachelor's degree in finance from Concordia University and is a Chartered Financial Analyst (CFA) charterholder.