Speaker

Avnee Patel, senior director, business development, group retirement savings, Desjardins

Avnee Patel is a dynamic leader in retirement savings with extensive expertise in business development, client-focused strategy and relationship management. As senior director of business development in group retirement savings, she partners with organizations to design and enhance retirement programs that promote financial wellness and help employees achieve long-term financial security. Passionate about improving financial well-being, Patel is known for her strategic thinking and commitment to results. She consistently provides solutions that align organizational objectives with member needs, from delivering data-driven insights, tailored plan design and administration recommendations and effective governance strategies.