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Caroline Bédard, CFA

Caroline Bédard, CFA

Analyst

Followers of Caroline Bédard, CFA615 followers
location of Caroline Bédard, CFAMontreal, Quebec, Canada

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  • Timeline

  • About me

    Portfolio Manager at National Bank Financial

  • Education

    • Université Laval

      1989 - 1992
      Bachelor's degree Administration - Finance

  • Experience

    • Assurance-vie Desjardins

      Jan 1994 - Jan 1994
      Analyst

    • TRUST CIBC

      Jan 1996 - Jan 1999
      Investment Advisor

      .

    • Presima (Caisse de dépôt et placement du Québec)

      Jan 2000 - Jan 2006
      Portfolio Manager / Analyst

      - Actively managed a portion of the worldwide portfolios of listed real estate securities having assets under management of approximately $ 1 billion;- Researched, analyzed and evaluated various investment opportunities in the area of public real estate securities, hotels and health care.

    • Gestion d'investissements PLANUM

      Aug 2008 - Aug 2012
      Owner

      Launched this portfolio management company, registered to "Autorité des Marchés Financiers (AMF)" since Sept. 24, 2008

    • Altervest

      Sept 2012 - Sept 2014
      Senior Portfolio Manager at Altervest

      In charge of developing relative and absolute return strategies sprecialized in REITs

    • Majestic Asset Management

      Nov 2015 - Mar 2016
      Manager, Operations & Compliance

    • National Bank Financial

      Mar 2016 - now
      Portfolio Manager

  • Licenses & Certifications

    • Partners, Directors and Senior Officers Course (PDO)

      Canadian Securities Institute (CSI)
      Oct 2010

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2001

    • Canadian Securities Course (CSC)

      Canadian Securities Institute (CSI)
      Oct 1994

  • Volunteer Experience

    • Membre du comité - Club de Montréal

      Issued by Association des diplômés de l'Université Laval (ADUL) on Feb 2015
      Association des diplômés de l'Université Laval (ADUL)Associated with Caroline Bédard, CFA

    • Membre du comité de placement

      Issued by Fondation du Collège Laval on Oct 2015
      Fondation du Collège LavalAssociated with Caroline Bédard, CFA