Vice-President, Business Development
François Dufour, with over 13 years of experience. Prior to LionGuard, François worked at Sun Life Financial where he was a business consultant for the advisor force of Eastern Canada. This liaison agent position in business development was within the operations department at Sun Life.
The role consisted of promoting the dealer, its tools and educate on wealth management, regulations, and compliance. At the end of his stay at Sun Life, François took over a book of business of segregated, mutual funds, and insurance from a retiring advisor. Prior to Sun Life, François worked at O’Leary Funds as an inside sales representative and an interim wholesaler. The position entailed growing the AUM of the company by promoting the funds to financial advisors and some institutional investors. Eastern Canada was the territory covered by François with an emphasis on the province of Québec. O’Leary was at the time a new company and practically unknown within the Province of Quebec. Francois and his colleagues built the company to an inflection point where it was bought out by Canoe Financial.
François oversees client relationship and advisor relationship. The current role entails conducting one-on-one and/or group meetings with financial advisors and promote company wealth products and service. Francois hosts business and relationship building events such as client recognition, roadshows and manager meetings. Furthermore, he ensures product and marketing kit is updated regularly, also work at increasing product penetration among new and existing clients, identifying sales opportunities through new or existing partnerships.
Francois is representing LionGuard at industry conferences as required, consult with investment professionals to help build their business through product knowledge, prospecting, and lead generation. François is also in charge of establishing and cultivating relationships with all distribution partners to understand and address their sales support needs and provide leadership to inside sales representative and sales coordinator.
François Dufour received a master of business from University of Sherbrooke, Canada and a master of science M-2 from FBS-ESCEM Poitiers, France. François Dufour completed and received licenses from IIROC, MFDA, AMF (insurance of person).