Investment Advisor, Vice President
As an investment advisor since 1984, Daniel has a unique experience in wealth management. He joined the independent brokerage firm Lévesque Beaubien in 1989, which later became National Bank Financial. Over the years, he helped his clients make the best investment decisions without falling into the financial market traps. His advice goes far beyond asset management and considers the constant evolution of his client's needs.
With his in-depth knowledge of the securities market and business cycles, Daniel offers peace of mind through sound risk management within the portfolio composition.
Daniel holds a Bachelor of Science (Geomorphology) degree from the University of Montreal, which emphasizes his general vision necessary to fully understand the evolution of financial markets.