Wealth Advisor & Portfolio Manager
At National Bank Financial since 2012, Patrice became advisor in January 2014 after working for two years as an assistant. From 2008 to 2012, he occupied several positions at the National Bank related to customer service, management of employees and selling products. With three certificates from the Université du Québec à Montréal; Administration, Finance and Financial Planning. With these certificates, he obtained a degree in Business Administration. Highly motivated and passionate, he completed his training at the Institut québécois de planification financière (IQPF) to obtain the title of Financial Planner (F. Pl.).
Patrice has also acquired the title of Portfolio Manager and obtained his certification as a Responsible Investment Specialist.