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Philippe De Beaumont CIM, Pl. Fin

Philippe De Beaumont CIM, Pl. Fin

Planificateur financier

Followers of Philippe De Beaumont CIM, Pl. Fin1000 followers
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