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This advisor has their practice established in
Montreal, Quebec
Designation:
CFA, CAIA,
Discretionary Portfolio Manager
I am a 35 y/o advisor working in QC currently managing $30M. I am a CFA and CAIA charterholder and looking to increase my book in order to offer discreationary services to my clients
Dealer:
Assante
AUM:
No. of clients:
Years:
1-2 Years
August 5, 2026 at 8:01:45 p.m.
Created On
