Charles-Étienne takes a holistic approach to wealth management. Drawing on his experience in financial planning and portfolio management, along with his strong analytical mindset, he takes the time to understand each client’s unique situation and financial objectives in order to develop tailored financial plans. He is also involved in managing the team’s alternative investment strategy, where he conducts strategy analysis, manager selection and strategic asset allocation.
Charles-Étienne holds a bachelor’s degree in finance and has earned the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Planner (Pl. Fin.) designations.