Education :
B.Sc. Mathématiques Université de Montréal, 1991
Professional designations :
Associate Society of Actuaries, 1992
Chartered Financial Analyst (CFA Institute), 1996
Awards :
Named one of Canada’s Top 150 Wealth Advisors in a 2022 national survey by Shook Research
Role in the team :
Portfolio management, asset allocation strategy.
Actively contributes to the wealth management offering and customer service.
With National Bank Financial since : 1994
Previous experience :
Actuarial Analyst, Towers Perrin, 1991-1994
Hobbies :
Agriculture, mountain sports
Favorite financial quote :
“Actual risk is always inversely proportional to perceived risk.” – Bernard Baruch
A financial tip :
Start saving young. To quote Albert Einstein: “Compound interest is the eighth wonder of the world. Those who understand it, earn it and those who don’t will pay it.”
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