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Bernard

Bernard Dallaire, M.Sc., CFA

Senior Wealth Advisor and Portfolio Manager

Education :

Bachelor of Commerce, Finance, Université de Sherbrooke, 2002
MSc Finance, Université de Sherbrooke, 2005

 

Professional designation :

Chartered Financial Analyst, 2006

 

Role in the team :

Portfolio management, asset allocation strategy.
Actively contributes to the wealth management offering and customer service.

 

With National Bank Financial since : 2005

 

Hobbies :

Spending time with family and friends, cycling, running, tennis

 

Favorite financial quote :

“When all the experts agree, something else is going to happen” – Bob Farell

 

A financial tip :

Know how to say no, stay disciplined.

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