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Graduating from the prestigious Ecole hôteliere de Lausanne (Switzerland), major in finance, I gained some valuable experience in the way to communicate with high networth individuals.
Moving to Canada for family reasons, I successfully obtained my license as a broker in the securities industry by passing the Canadian Securities and the Conduct and Practices Handbook courses through the Canadian Securities Institute.
I started my career as an Wealth Advisor in a major Canadian financial instution, I then decided to come work for the leader in Quebec: National Bank Financial.
According to the changes in the securities industry, I have decided to adopt a very diligent approach in my work. To do so, I will start by actively listen to your concerns and objectives, then personalize my offer and finally be transparent in my strategies and fees.
I invite you to get in touch with me so we can, together, give a swing to your retirement plan.
JulienJauffret, BSc.
Wealth Advisor