Jean-Pierre Gélinas, CFA

Wealth Management Advisor, Portfolio Manager and Vice-president


Graduated from McGill University, I hold the CFA designation ( Chartered Financial Analyst ), and have been with the National Bank Financial for over 30 years. I began my career in 1987 with the wealth management team at Lévesque Beaubien, where I was a Wealth Manager for over twelve years. My job consisted of managing the portfolios of pension funds, foundations and high net worth individuals. In 1998, I became an Investment Advisor in order to join a team by partnering up with a senior colleague. In July 2003, we launched our own basket named the Private Portfolio ( formerly known as Stock Basket ). In 2004, I was promoted to the Laval branch Manager position which I held for five years. Being a discretionary Portfolio Manager allows me to make all the decisions on a daily basis and always taking your priorities into account, investment profile and objectives, constraints, always in your best interest.