Kwizera Eric Gasana

Eric Kwizera Gasana Toronto, ON 190 John Street, M5T3EG- |-Eric Kwizera Gasana (LinkedIn) Eligible to Work in Canada PROFESSIONAL SUMMARY Financial professional with 15+ years of experience in investments, financial analysis and modeling, life insurance products, and client advisory services. CSC-designated and LLQPcertified, with a strong foundation in Canadian capital markets, insurance solutions, and regulatory compliance. Skilled in analyzing client financial positions, developing tailored financial strategies, and guiding clients toward value-driven decisions. Known for excellent communication, interpersonal, and problem-solving abilities, with a consultative, client-first approach. Actively pursuing Ontario life insurance licensure to further expand advisory capabilities. HIGHLIGHTS OF KEY SKILLS • CSC-designated financial services professional with completed LLQP certification and a strong foundation in investments and insurance. • Solid knowledge of Canadian capital markets, mutual funds, equities, fixed income, and life insurance products. • Trained in client needs analysis, risk profiling, and suitability-based recommendations. • Understanding of regulatory compliance, KYC, AML, and ethical sales standards. • Skilled in consultative communication and explaining complex financial concepts clearly to clients. • Detail-oriented and highly organized with strong documentation and follow-up skills. • Client-focused professional with a relationship-building mindset. • Actively pursuing Ontario Life Insurance License to begin a career in financial advisory services. • Possession of G Driver’s License. COMPUTER SKILLS • Power BI ▪ SQL ▪ SAP ▪ Microsoft Office (Advanced Excel, Word, PowerPoint) PROFESSIONAL EXPERIENCE Field Market Representative Nov 2025 – Dec 2025 Kognitive Sales Solutions | Mississauga, ON Accountabilities: • Promote financial products (Canadian Tire Triangle Mastercard) to prospective customers • Engage clients through consultative conversations to identify needs • Support customer onboarding and digital activation processes • Collaborate with team members and provide timely reporting Key Achievements: • Consistently achieved an average of 3 credit card sign-ups per day • Improved customer onboarding experience through hands-on digital support • Demonstrated strong communication skills, contributing to team sales performance Head of Investment Department Apr 2015 – Dec 2023 Rwanda Social Security Board (RSSB) | Kigali, Rwanda Accountabilities: • Lead investment strategy, portfolio management, and financial planning • Conduct financial analysis of assets, liabilities, and cash flows • Communicate financial performance and strategies to stakeholders • Oversee client-facing teams and ensure accurate reporting • Develop dashboards and financial models for executive decision-making Key Achievements: • Grew portfolio from USD 500M to USD 1.6B (over 3x growth) • Delivered consistent 4–6% real returns, strengthening pension fund sustainability • Streamlined reporting processes, enabling weekly financial insights for leadership • Enhanced stakeholder confidence through clear communication of investment strategies Eric Gasana resume page 1 of 2 Professional Experience Cont. Portfolio Manager Apr 2013 – Mar 2015 Rwanda Social Security Board (RSSB) | Kigali, Rwanda Accountabilities: • Manage diversified investment portfolios aligned with client objectives • Analyze financial positions, debt structures, and long-term strategies • Present investment strategies including equities and fixed income • Produce performance reports and portfolio reviews Key Achievements: • Achieved 3% average risk-adjusted return during tenure • Improved reporting efficiency by 90%, enhancing client communication timelines • Strengthened client trust through transparent and data-driven reporting Non-Fixed Income Analyst Nov 2012 – Mar 2013 Rwanda Social Security Board (RSSB) | Kigali, Rwanda Accountabilities: • Conduct equity investment analysis and project evaluations • Prepare financial reports for senior management • Assess risks, returns, and capital allocation strategies • Support investment decision-making processes Key Achievements: • Successfully evaluated and appraised 5 equity projects, supporting profitable investments • Delivered high-quality financial insights used in strategic capital deployment • Strengthened reporting accuracy and analytical rigor Management Trainee Jun 2012 – Oct 2012 UniCredit Bank | Bologna, Italy Accountabilities: • Support clients with account services, loans, and banking products • Evaluate financial profiles to recommend suitable solutions • Assist in improving customer experience across service channels • Respond to customer inquiries via in-branch and phone interactions Key Achievements: • Contributed to planning strategies that supported 10 new service locations • Improved customer service responsiveness and satisfaction • Built strong foundational knowledge in banking operations and client advisory EDUCATION AND CERTIFICATIONS Graduate Certificate in Canadian Business (Acc & Fin) Jan 2026– Present York University, North York, ON Certificate in Canadian Ethics Course for Life Insurance Agents LLQP – Completed, Ontario Life Insurance License In progress Canadian Securities Course (CSC®) Jun 2025 Canadian Securities Institute csi.ca Certified Financial Analytics Professional (CFAP) May 2025 https://10alyticsbusiness.ca/ SQL for Data Science and Data Analytics Jan 2025 https://www.data-science-infinity.com/copy-of-home SAP, Advanced Excel and QuickBooks Aug 2024 Working Skills Centre, Toronto, ON Master of Business Administration (Finance) (WES Equivalent) Sep 2012 University of Bologna | Bologna, Italy