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    Derek Altimas

    Client Advisor at PriceMetrix by McKinsey

    Professional Background

    Derek Altimas is a seasoned professional with a robust background in mathematics and extensive experience in client advisory roles within the financial services sector. He is currently serving as a Client Advisor at PriceMetrix by McKinsey, where he leverages his deep understanding of market trends and client needs to deliver exceptional advisory services. His strong analytical skills, honed during his Bachelor of Science in Mathematics from Concordia University, enable him to effectively analyze complex data and provide insightful recommendations to clients.

    Prior to joining PriceMetrix, Derek held several key positions that showcase his versatility and expertise in business development and client relationships. His most recent role as Vice President of Business Development at InvestorCOM Inc. positioned him at the forefront of championing innovative solutions in the investment industry. Here, Derek was instrumental in developing strategies that enhanced client engagement and improved overall service delivery.

    Earlier in his career, Derek served as an Account Executive at Symcor, where he was responsible for managing client portfolios and driving business growth. His client-focused approach and knack for relationship building were critical in establishing long-term partnerships during his tenure. Additionally, Derek held the position of Director of Advisor Relations and Fund Liaison Manager at Mackenzie Financial, where he played a crucial role in facilitating effective communication between advisors and the firm, cultivating a strong network within the financial services community.

    Education and Achievements

    Derek’s academic background is steeped in mathematics, having earned his Bachelor of Science (B.Sc.) degree from Concordia University. This educational foundation not only provided him with rigorous training in analytical thinking but also instilled in him a deep appreciation for data-driven decision-making—a skill that has served him well throughout his professional journey.

    His commitment to professional growth is reflected in his progressive career path, as he has continuously sought roles that challenge him and allow him to expand his expertise. Each position has enhanced his skill set and broadened his understanding of the financial industry, ultimately contributing to his success in delivering value to clients and driving business objectives.

    Achievements

    Throughout his career, Derek has achieved notable milestones that highlight his capabilities in business development and client relations. At InvestorCOM Inc., for example, Derek successfully spearheaded initiatives that significantly boosted client satisfaction and retention rates, showcasing his ability to align business strategies with client needs effectively.

    As Vice President of Business Development, Derek's strategic vision has been instrumental in driving revenue growth for the companies he has worked with. He has a proven track record of identifying and capitalizing on new business opportunities and developing comprehensive solutions that resonate with clients. His leadership style fosters a collaborative environment, ensuring that his teams are united in pursuit of common goals while maintaining a laser focus on client needs.

    Derek’s contributions to Mackenzie Financial as Director Advisor Relations and Fund Liaison Manager demonstrate his dedication to enhancing advisor experiences. By streamlining communication processes and building robust relationships with financial advisors, he has helped to create a more integrated service model that prioritizes client success and satisfaction.

    Questions

    • How did Derek Altimas develop his expertise in financial advisory services while working at PriceMetrix by McKinsey?
    • What strategies did Derek implement during his tenure at InvestorCOM Inc. that enhanced client engagement?
    • Can Derek Altimas share insights on how his education at Concordia University in mathematics has influenced his professional approach in the financial sector?
    • What were some key challenges Derek faced when transitioning from roles at Mackenzie Financial to InvestorCOM Inc., and how did he overcome them?
    • How does Derek view the evolving landscape of financial services, and what role does he see for himself in that evolution?
    • In what ways has Derek contributed to fostering strong partnerships with clients during his time at Symcor?
    • How has Derek Altimas’s analytical background informed his strategic decision-making in business development roles?
    • What are some specific examples of successful initiatives led by Derek at Mackenzie Financial that improved advisor relations?
    Derek Altimas
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    Location

    Toronto, Ontario, Canada