Patrick Ouellet
About Patrick Ouellet
Patrick Ouellet is a Compliance Manager with extensive experience in the financial services sector, currently working at IG Wealth Management since 2018. He has held various compliance and operational roles at several firms, including Excel Gestion Privée and iA Valeurs mobilières, and has a strong educational background in economics and securities.
Current Role at IG Wealth Management
Patrick Ouellet serves as Compliance Manager at IG Wealth Management. He has held this position since 2018, contributing to the firm's compliance strategies and regulatory adherence for six years. His role involves overseeing compliance processes and ensuring that the organization meets industry standards.
Previous Experience in Compliance Management
Prior to his current role, Patrick Ouellet worked at Excel Gestion Privée as Chief Compliance Officer from 2017 to 2018. He also held the position of Compliance Director at the same company in 2016. His experience in compliance management spans various organizations, enhancing his expertise in regulatory frameworks.
Financial Services Background
Patrick Ouellet has extensive experience in the financial services sector. He worked at iA Valeurs mobilières in multiple roles, including Assistant Advisor from 2009 to 2014 and Director of Operational Support and Training from 2005 to 2009. His career also includes positions at Valeurs Mobilieres Desjardins and Financière Banque Nationale, where he focused on risk management and operational support.
Educational Qualifications
Patrick Ouellet studied at the Université de Sherbrooke, where he earned a Bachelor's Degree in Economics with a minor in Administration from 1994 to 1997. He furthered his education at the Canadian Securities Institute, completing several courses, including those focused on branch management and securities trading between 2019 and 2020.
Professional Development in Compliance
In addition to his formal education, Patrick Ouellet has pursued professional development in compliance-related topics. He completed courses at the Canadian Securities Institute, including training on conduct and ethics standards in 2019, which supports his role in ensuring compliance within financial organizations.