Experience

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  Md management ltd.

  Jun 1994 - Dec 1999

  Senior financial consultant

  Provided financial planning and investment advice to members of the Canadian Medical Association.▬▬▬▬▬▬▬▬▬▬▬▬▬

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  Altamira financial services

  Jan 2000 - Mar 2004

  Regional manager

  Managed a team of investment advisors in providing investment advice to retail clients.▬▬▬▬▬▬▬▬▬▬▬▬▬

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  Cibc wealth management

  Mar 2004 - Oct 2012

  Vp investment counsellor

  Provided discretionary investment management for high net worth individuals, corporations and trusts.▬▬▬▬▬▬▬▬▬▬▬▬▬

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  Morgan international

  Jan 2010 - Jan 2011

  Instructor

  Taught portfolio management modules for CFA prep course.▬▬▬▬▬▬▬▬▬▬▬▬▬

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  Odlum brown limited

  Nov 2012 - now

  Portfolio manager

  Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. This means that our investment advice is unbiased and offered with the express purpose of helping our clients reach their goals.As a Portfolio Manager, I balance the desire for growth with the need to manage downside risk, helping clients to grow their savings for retirement, children’s education, and multi-generational family wealth preservation. I thrive on helping clients from various backgrounds and industries, specifically busy mid-career professionals, where I can make a valuable difference in the overall scope of their current portfolios. Creating investment solutions based on market research, industry trends and colleague collaboration has proven to be an asset to my long-term clientele.Committed to providing the greatest depth of advice possible, I am dedicated to ensuring that my client’s investments are aligned with their personal values. As a result, I have sought to develop my knowledge in the area of responsible investing by becoming a member of the Responsible Investment Association (Canada) and earning the Responsible Investment Advisor Certification.To learn more about Odlum Brown, visit my website at:☛ odlumbrown.com/mcomeau▬▬▬▬▬▬▬▬▬▬▬▬▬ Show less