LEADER IN OUTSOURCING SOLUTIONS AND FINANCIAL ADVISORY SERVICES
With over 10 years of experience, EXACTF has established itself as a trusted leader in the financial services sector in Canada. Specializing in regulatory compliance, outsourced accounting, and financial advisory, our mission is to simplify complex regulatory environments for small and medium-sized enterprises in the financial sector.
Our team combines deep expertise in financial audits, regulatory compliance, accounting, and regulatory reporting, enabling us to provide customized solutions and high-level strategic advice.
At EXACTF, we are not just a service provider: we are your partner in navigating compliance while driving your growth with confidence and precision.
OUR VALUES
QUALITY
EXACTF is committed to maintaining an impeccable level of quality at all levels. To achieve this, EXACTF constantly seeks to improve the skills of its employees and the organization while maintaining the highest standards of knowledge necessary to accomplish its mission with excellence.
INTEGRITY
In a business world where integrity is crucial, EXACTF makes it its flagship. Fairness, honesty, and transparency, combined with ethical and rigorous management of work and relationships, fully support EXACTF’s mission and vision.
Respect
EXACTF embraces this value by treating every client, partner, and employee as a person of value, encouraging authentic and transparent communication, and projecting a positive image of the organization.
PROFESSIONALISM
Professionalism is a core value at EXACTF because it reflects an individual’s commitment to their profession, responsibilities, and our clients. Being professional involves not only possessing the necessary technical skills but also adopting an ethical, respectful, and proactive attitude.
CONFIDENTIALITY
Outsourcing and consulting are fields that, by their very nature, demand an extreme degree of confidentiality. Breaching this confidentiality irreparably and completely destroys trust. Aware of this reality, EXACTF is committed to always acting with discretion and never disclosing private and, therefore, confidential information without the consent of the client, partner, or employee, unless such information is used for supervision purposes or required by a recognized authority.
Our team of experts:
While traditional SMEs rely on multitasking employees, we offer a team of multidisciplinary professionals, specialists in every phase of the accounting and regulatory process.
OUR TEAM OF EXPERTS
“While traditional SMEs use multi-tasking, we offer a team of multidisciplinary professionals who specialize in each phase of the accounting and regulatory process.”
Francesco Pasin
President and Founder
Francesco helped revolutionize the Canadian securities industry in the 2000s by leading companies offering technological brokerage services of high quality at very competitive prices. His extensive and diverse experience includes roles as Director, President, and Executive Officer within firms specializing in back-office operations, proprietary trading, direct access, and traditional brokerage services. Through his varied assignments and academic studies, he has developed strong expertise in equity markets, fixed-income securities, mutual funds, options, and futures contracts.
Francesco is currently serving as Chief Regulatory Financial Officer for several member firms of CIRO.
Among the companies he has led, some of the most notable include Jitneytrade Inc., Penson Canada Financial Services Inc., and Groupe Option Retraite Inc.
Francesco holds a degree in Administration and Economics from the University of Quebec in Montreal, as well as a master’s degree in finance from the University of Sherbrooke.
He has also earned several certifications from the Canadian Securities Institute (CSI), including:
- Partners, Directors, and Senior Officer
- Chief Financial Officers Qualifying Examination
- Chief Compliance Officers Qualifying Examination,
- Branch Managers
- Option Supervisors
- Canadian Commodity Supervisors Exam
- Option Licensing
- Futures licensing
- Anti Money Laundering & Terrorist Financing for Securities Professionals
Peter Sousaris
Executive Vice President
Peter Sousaris has primarily held the roles of Chief Compliance Officer (CCO) and Chief Risk Officer (CRO) within various companies. His responsibilities have focused on securities compliance, risk management, implementing enterprise risk management structures, overseeing compliance and anti-money laundering responsibilities, as well as establishing control processes.
Peter has held leadership positions in major securities firms and served on the boards of several of them. In these roles, he was responsible for defining the vision and direction of the companies.
Peter has created and implemented effective enterprise risk management and regulatory compliance systems, as well as robust anti-money laundering programs.
Peter also oversaw the launch of new products from a compliance perspective. These products included new ETFs, futures contracts, stock options, and foreign exchange options. As part of these launches, he was also responsible for developing the supervision program to ensure compliance with the various regulators’ requirements for each product.
Peter holds a degree in Business and Economics from Concordia University.
Courses from the Canadian Securities Institute (CSI):
- Partners, Directors, and Senior Officer
- Chief Compliance Officers Qualifying Examination,
- Branch Managers
- Option Supervisors
- Canadian Commodity Supervisors Exam
- Option Licensing
- Futures licensing
- Anti Money Laundering & Terrorist Financing for Securities Professionals
Lydia Lévesque, CPA Auditor
Executive Vice President
A CPA Auditor with over 10 years of experience in financial services, Lydia has specialized in the securities and regulatory compliance sector. Her expertise in auditing and accounting management allows her to effectively guide her clients through the complex requirements of the financial industry.
As Executive Vice President at EXACTF, Lydia oversees the financial operations of several clients and leads business development projects. Her leadership and expertise enable her clients to navigate effectively through a complex regulatory environment while fostering sustainable growth.
Lydia is currently serving as Chief Regulatory Financial Officer for firms that are members of CIRO.
Key Skills:
- Financial strategies and process optimization
- Regulatory compliance
- Accounting audits
- Leadership and business development
Education:
- Bachelor’s degree in business administration (Accounting specialization) – HEC Montreal
- Graduate Diploma in Public Accounting (DESS)
Certifications:
- Partners, Directors, and Senior Officer
- Chief Financial Officers Qualifying Examination
- Anti Money Laundering & Terrorist Financing for Securities Professionals
Annie Grenier
Accounting Supervisor
Annie Grenier is a seasoned accounting technician with over 18 years of experience in the financial sector, particularly in securities and corporate services. Since 2020, she has held a strategic role at EXACTF, where she supervises the accounting operations of various clients while ensuring the compliance of financial processes in a rigorous and complex environment. She also specializes in accounting outsourcing, providing EXACTF clients with customized solutions tailored to their needs.
Throughout her career, Annie has developed strong expertise in accounting management and account processing, holding key positions at renowned companies such as Sherbrooke Street Capital (SSC) Inc., where she led accounting functions for over three years, and Jitneytrade Inc., where she honed her skills in securities for seven years. She has also collaborated with prestigious organizations such as AURAY Capital and Domtar, further consolidating her diverse experience and versatility.
Known for her meticulous attention to detail, mastery of complex financial environments, and commitment to excellence, Annie is a valuable ally for clients seeking to navigate financial and regulatory challenges effectively.
For an exploratory meeting
We would be delighted to discuss with you the various ways in which we can support you, whether for your outsourcing needs, consulting or in the search for customized solutions.