David uses his experience in wealth management to conduct detailed market analyses and ensure portfolio management decisions are consistent with the team's investment philosophy. He also handles the production of withdrawal plans. His expertise allows him to respond precisely and quickly to each client's needs.
With passion and kindness, David provides the most relevant and up-to-date advice. He combines numerous skills acquired through his academic background, including a master's degree in finance and the CFA designation, with his keen interests in economics, politics, history, and investor psychology. This role is a perfect fit for him!
David also places great importance on social involvement. This is why he contributes, within CFA Montreal, to promoting the designation to young finance enthusiasts in universities.