WEBINAR │ Equisoft/lifeguide: Discover the new life insurance multi-carrier quoting platform
Read moreDjaffer Maloufi
Product Manager, Insurance & Wealth Management Solutions
With 18 years of experience in financial services spanning wealthtech, investment products, insurance, and actuarial analysis, Djaffer brings deep domain expertise and a strong product leadership track record across North America and Europe. As Lead Product Manager, Insurance & Wealth Solutions at Equisoft, he drives product strategy and go-to-market execution across a portfolio of advisor-facing platforms — spanning CRM, financial planning, multi-carrier quoting, and portfolio analysis — leading cross-functional collaboration across product, sales, marketing, and customer success to deliver tools that create measurable value for financial advisors and distributors across Canada.
- Deep expertise across wealthtech, investment products, insurance, and actuarial analysis built over 18 years in financial services
- Proven product leadership across international markets, including repositioning portfolio rebalancing solutions for Swiss and European private banks
- Track record of bringing complex financial products to market, including five actively managed ETFs and a new ESG discretionary portfolio offering for affluent and high-net-worth investors
Fluent in English, French, and Arabic, Djaffer holds a Bachelor's degree in Actuarial Sciences from UQAM and holds PSPO and PSM certifications from Scrum.org. Based in Montreal, he applies rigorous analytical thinking and a deep understanding of advisor and distributor needs to shape products that move the market forward.