MEET THE TEAM
MEET THE TEAM
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
RENCONTREZ L'ÉQUIPE
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Nous avons une équipe de première classe. La longue liste de titres professionnels et de diplômes dans divers rôles clés reflète aisément l’engagement de notre équipe à l’excellence.
Les membres de notre équipe possèdent une connaissance approfondie et éprouvée des marchés financiers, de la gestion de portefeuille, de l’analyse des placements, de l’économie ainsi que de la planification de retraite, fiscal et de succession. Cette vaste expérience, conjuguée à des titres de compétences académiques et professionnelles, se traduit par des conseils et des solutions de qualité supérieure.