Jean-Philippe Phaneuf

Wealth Advisor & Portfolio Manager

Jean-Philippe Phaneuf has been working in the financial sector since 2010. Jean-Philippe began his career at BMO Capital Markets in Toronto working in foreign exchange and corporate equity issuance. He then occupied the position of Director of Business Development at Fidelity Investments before joining Dalpé Wealth Partners in November 2019.

Jean-Philippe is an accomplished sportsman. He holds a bachelor’s degree in Business Administration from Clarkson University (United States) where he was co-captain of the ski team (NCAA) during his studies. He was awarded the prestigious Athletic All-American and Academic All-American titles. Additionally, Jean-Philippe is a Portfolio Manager and holds the prestigious Chartered Financial Analyst (CFA) title. In 2022, he has been nominated in the Top Under 40 awards in finance in Canada.

Jean-Philippe is married and a father of two, outside of work, you will find him on the ski slopes, on a golf course, on a bike, or with his family and friends.