Julien Richard began his career in finance in 2008, at the height of the global financial crisis, working in credit risk management for corporations and financial institutions. He later moved into corporate finance, where he advised companies on expansion projects across Canada and internationally.
This experience enabled him to develop strong expertise in risk analysis and business valuation, as well as a deep understanding of the drivers of growth and value creation.
Today, Julien focuses on active portfolio management and identifying investment opportunities for his clients. He takes a disciplined approach based on in-depth business analysis, seeking to identify companies with the strongest long-term value creation potential.
Recognized for his commitment to financial education, Julien helps clients better understand their investment decisions and achieve their financial goals.
Julien holds the Chartered Financial Analyst (CFA) designation and
is licensed to implement and trade options strategies.