Investia Services Financiers inc.
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Investia Services Financiers inc. Employees
Groupe Financier Moreau & Gignac February 2011 - Present
Investia Services Financiers inc. February 2011 - Present
Les Placements PFSL du Canada ltée. September 2009 - January 2011
Primerica, Inc February 2001 - January 2011
Commission Scolaire de la Pointe-de-l'Ile March 2006 - May 2009
FQCMS 1992 - 2006
Education
Université du Québec à Montréal 2006 — 2008
MBA, Gestion d'entreprises collectives
Gestion Lalonde Inc. January 2010 - Present
Gestion Lalonde Inc. January 2010 - Present
Investia Services Financiers inc. September 2008 - Present
Skills
Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Financial Services, French, Analysis, Finance
Education
2005 — 2008
BAA, Finance de marché
Investia Services Financiers inc. June 2009 - Present
Industrielle Alliance September 2003 - Present
Image Créative September 1997 - May 2003
Sotech Nitram Inc. May 1993 - September 1997
Urgel Bourgie January 1990 - January 1993
Lapointe, Schachter, Champagne et Talbot November 1982 - September 1989
Education
Barreau du Québec 1982 — 1982
Barreau, Droit
University of Ottawa / Université d'Ottawa 1979 — 1981
LL.L, Droit
Collège Marie-Victorin 1976 — 1978
DEC
Collège Laval 1971 — 1976
DES
Investia Services Financiers Inc. May 2005 - Present
Conseiller autonome April 1995 - Present
Education
Université Laval 2003 — 2010
Certificat, Assurance et rentes collectives
Université du Québec à Montréal 1997 — 2000
Certificat, Assurance et intervention financière (planification financière)
Institut Canadien Des Valeurs Mobilières
Le Cours Sur Le Commerce Des Valeurs Mobilières
Institut Canadien Des Valeurs Mobilières
Le Cours Relatif Au Manuel Des Normes
Investia Services Financiers inc. August 2013 - Present
Skills
Debt Elimination, Mutual Funds, Investments, Wealth Management, Portfolio Management, Finance, Mortgage Lending, Insurance, Financial Planning, Financial Services, Retirement Planning, Investment Strategies, Financial Analysis
Education
HEC Montreal 2000 — 2003
baccalauréatB, Finances
Cegep Maisoneuve 1997 — 2000
DEC, Sc Administrative
Finexia inc. 2006 - Present
Investia Services Financiers Inc. May 2013 - Present
Financière Liberté 55 2001 - April 2013
Services d'investissement Quadrus, ltée 2001 - April 2013
Skills
Mutual Funds, Investments, Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Finance, Assurance, Retirement Planning, Wealth Management, Term Life Insurance, Risk Management, Assurance invalidité, Investissements, Assurance-vie
Education
Université du Québec à Montréal / UQAM
Certificat en assurances et produits financiers
Université du Québec à Montréal / UQAM
Certificat en Assurances et Produits financiers, Certificat en Planification financière
Cégep Saint-Jean-sur-Richelieu 1997 — 2000
Administration, Finance
Investia Services Financiers inc. September 1987 - Present
AIAPQ Section Montréal (Maintenant appelé CSF (Chambre de la sécurité financière)) September 1992 - September 1997
Education
2006 — 2009
DESS, Gestion de Patrimoine Privé
1985 — 1999
BAA, Planification financière et analyse financière
Investia Services Financiers Inc. 2011 - Present
Services Financiers TL 2001 - Present
Groupe McHugh 2008 - 2011
Lengvari Financière Inc. 2001 - 2006
Financière Manuvie 1998 - 2001
Education
Université du Québec à Montréal / UQAM
Baccalauréat en Administration des Affaires (B.A.A.), Finance
Université du Québec à Montréal / UQAM
Certificat en Planification Financière
Investia Services Financiers Inc. / Investia Financial Services Inc. May 2004 - Present
Mortgage Intelligence May 2013 - Present
Financial Horizons January 2011 - Present
Investia Services Financiers inc. January 2006 - February 2014
E. Paul Abbott Financial November 2000 - January 2011
Olympian Financial Inc. December 1998 - May 2004
Clarica June 1998 - November 1998
Skills
Wealth Management, Insurance, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Credit, Financial Advisory, Strategy, Finance, Financial Planners, Marketing Strategy, Financial Planning, Portfolio Management
Education
Richard Ivey School of Business 1994 — 1998
HBA, Honors Business Administration, Finanace & Accounting
Investia Services Financiers Inc. December 2013 - Present
Skills
Wealth Management, Investments, Mutual Funds, Fixed Annuities, Retirement, Annuities
Education
Athabasca University 2007 — 2010
M.A, cultural Studies / Equity
Hilti January 2014 - Present
Lobstermatt October 2012 - Present
Hilti December 2012 - December 2013
Investia Services Financiers inc. January 2008 - January 2010
Skills
Forecasting, Financial Analysis, Budgets, SAP, Financial Reporting, Financial Modeling, Business Planning, Accounting, Variance Analysis, Pricing, Analysis
Education
Université de Moncton 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General