Peter Lacasse

Peter Lacasse is a professional with over 20 years of experience in the wealth management industry, specializing in reducing costs, minimizing risks, and enhancing customer experiences.

His passion lies in relationship management and utilizing those connections to drive the industry forward, particularly focusing on customer communications management and facilitating digital transformation for wealth management firms.

Peter pursued his education in BA, Administrative and Commercial studies at Western University, and further enhanced his knowledge with a Certificate in MBA Essentials from Rotman School of Management.

Throughout his career, Peter has held various key roles including Account Executive at Doxim, Strategic Account Manager at Strategic Information Technology, Co-Founder & Partner at Blackjack Sports Inc, Director at Fundserv Inc., Manager at Fidelity Investments Canada ULC, and Bilingual Problem Resolution Representative at Mackenzie Investments.

His extensive background and expertise make him a valuable asset to the wealth management sector, where he continues to make significant contributions towards efficiency, risk management, and customer-centric approaches.