Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Jessie Dawe joined Dynamic Funds in February 2022 as vice president, business development in Nova Scotia and New Brunswick, working with both IIROC- and MFDA-licensed representatives. Prior to her current role, Dawe worked four years in another asset management firm, where she gained progressive responsibilities within the sales team. Over the last two years there, she served as a Business Development Manager covering advisors in Manitoba.
Dawe received a Bachelor of Business Administration (major in Finance and minor in Economics) degree from St. Francis Xavier University. She also recently completed CAIA’s Fundamentals of Alternative Investments program and is currently pursuing her CIM designation. Outside of work, she plays tennis, runs, and enjoys hiking with her dog.
1200 McGill College Avenue, Montreal, QC H3B 4G7
9024010767
jdawe@dynamic.ca
linkedin.com/in/jessie-dawe-46115599
dynamic.ca
Jessie Dawe
Vice President, Business Development
Dynamic Funds
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2018–2019
2020–2022
2022–present
2019–2022
2022–present
Business Development Associate at Fidelity Investments
2018–
2019
Business Development Manager at Fidelity Investments
2020–
2022
Vice President, Business Development at Dynamic Funds
2023: Wealth Professional Top 50 Wholesaler
2022–
present
November 2019–February 2022: Director of Sales East at Invico Capital Corporation
2019–
2022
March 2022–present: Vice President of Sales East at Invico Capital Corporation
2022: Top salesperson on team, achieving a year-over-year capital raise growth of 50% within the Eastern Canada territory
2023: Wealth Professional, Top 50 Wholesaler
2022–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones