Deep Enrich
Dave Dion, Pl. Fin., TEP
Conseiller en sécurité financière
1000 followers
Canada
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About me
Directeur principal - Planification financière chez Samara Family Office
Education
Cégep de Saint-Hyacinthe
2001 - 2004Technique Administrative Concentration Finance
Université de Sherbrooke
2004 - 2007BAA Administration
Experience
Force financière Excel
Oct 2007 - Jun 2014Conseiller en sécurité financière
Gestion de capital Assante Ltée
May 2009 - Oct 2017Directeur de succursale
May 2011 - Oct 2017Conseiller en placements
May 2009 - Oct 2017
Services de succession et d'assurances Assante
Jun 2014 - nowConseiller en sécurité financièreStonegate Conseil Privé
Oct 2017 - Jun 2021Associé SeniorCéos Family Office
Jul 2021 - Apr 2023Associé Senior
Samara Multi-Family Office
May 2023 - nowDirecteur Principal - Planification Financière
Licenses & Certifications
Cours à l'intention des directeurs de succursale
Canadian Securities InstituteCours sur le commerce des valeurs mobilières au canada
Canadian Securities InstituteFonds d'investissement au Canada
Canadian Securities InstituteNotion essentielles sur la gestion de patrimoine
Canadian Securities InstituteProgramme de formation de 90 jours
Canadian Securities Institute
Volunteer Experience
Président et administrateur
Issued by Club Maskoutain on Mar 2009Associated with Dave Dion, Pl. Fin., TEPPrésident et administrateur
Issued by Fondation du Cégep de Saint-Hyacinthe on Nov 2011Associated with Dave Dion, Pl. Fin., TEP
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