Philippe De Beaumont CIM, Pl. Fin

Philippe De Beaumont CIM, Pl. Fin

Planificateur financier

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location of Philippe De Beaumont CIM, Pl. FinMontreal, Quebec, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager and Wealth Advisor | Picard - de Beaumont - Foley Wealth Partners of RBC Dominion Securities

  • Education

    • Canadian Securities Institute

      2018 - 2018
      Insurance license Insurance
    • Université de Sherbrooke

      2006 - 2009
      B.A.A Business Administration and Management, General
    • Université du Québec à Montréal / UQAM

      2011 - 2012
      Certificat en planification financière Financial Planning and Services
  • Experience

    • Banque Nationale

      Feb 2013 - Sept 2016
      Planificateur financier
    • Services financiers RBC Gestion de patrimoine inc.

      Sept 2016 - now
      • Certified Financial Planner

        Jan 2017 - now
      • Certified Financial Planner

        Sept 2016 - now
    • RBC Dominion Securities

      Sept 2016 - now
      • Gestionnaire de portefeuille et conseiller en patrimoine

        Oct 2020 - now
      • Conseiller en placement

        Sept 2016 - Oct 2020
  • Licenses & Certifications

    • Planificateur financier

      IQPF
      Feb 2012
    • Fonds d'investissement au Canada

      Canadian Securities Institute (CSI)
      Dec 2009
    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute (CSI)
  • Volunteer Experience

    • Membre du conseil d’administration

      Issued by Fondation Hôpital Pierre-Boucher on Dec 2016
      Fondation Hôpital Pierre-BoucherAssociated with Philippe De Beaumont CIM, Pl. Fin