Bernard Dallaire, M.Sc., CFA

Education :

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

Professional designation :

Chartered Financial Analyst, 2006

Awards :

Named one of Canada’s Top 150 Wealth Advisors in a 2022 national survey by Shook Research

Recipient of the Investment Industry Association of Canada’s Top Under 40 award in 2019

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

Citation financière préférée :

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

Un conseil financier à partager :

Know how to say no, stay disciplined.