Senior Wealth Advisor & Portfolio Manager
Eric Szöghy received a bachelor’s in finance from Concordia University in Montreal before starting his career as a wealth advisor with Whalen Béliveau & Associés. He was made partner after years of delivering top-notch service growing the assets of his expanding client base. Whalen Béliveau & Associés was acquired by Lévesque Beaubien Geoffrion in the mid 90’s, changing its name to National Bank Financial in 1999. Mr. Szöghy has extensive experience in financial planning in addition to being a certified insurance expert. As a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), he holds some of Canada’s highest industry credentials.