Gilbert Rory Bertrand
Wealth Advisor & Portfolio Manager
Further to obtaining a Bachelor of Engineering in spring 2011,
Rory studied in the Goodman Institute of Investment Management
program at Concordia University, a three-year MBA program that fully
integrates the CFA body of knowledge into its curriculum, while
working full time in Capital Markets. He joined the Lalonde-Doyon
group as portfolio manager in 2015.
Being driven by opportunity found in a dynamic work environment, coupled with his engineering and finance background, Rory worked on the National Bank Global Equity Derivatives desk and gained experience in quantitative finance.
In parallel to his academic pursuits, Rory worked for many years as an integration aid with autistic children. This experience exposed him to many challenging and delicate situations. Presently, Rory volunteers his time with the MUHC Foundation.