Meet Our Expert Team
Behind our success story is a team of seasoned professionals, each contributing their expertise to carve out innovative financial solutions. Our dynamic team ensures that every client engagement receives the highest standard of service, backed by a depth of financial acumen.
About our CEO
Jose Pierre, a seasoned professional in financial services, is recognized for pioneering retail online trading globally. With expertise in wealth management, asset management, and banking, Jose's leadership at TD Waterhouse Group marked successful product launches in Europe and Asia. His impactful roles at EPAM, PWC, and National Bank Financial showcased strategic thinking and technological prowess. Notable highlights include leading technology organizations at Broadridge and LPL Financial, launching products for Legg Mason and RBC, and serving as CEO of Marketware International. Jose continues driving industry advancements, contributing insights to publications, and actively participating in community service through the Children Heritage foundation, promoting digital literacy for underprivileged children in Haiti.
