With over 28 years of investment experience, Edmond has worked over 13 years as Resident Investment Advisor in a Canadian bank branch network. In addition to managing his own clients’ wealth, he also services the bank’s high net worth clients. Edmond is also approved and registered as a Portfolio ...
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With over 28 years of investment experience, Edmond has worked over 13 years as Resident Investment Advisor in a Canadian bank branch network. In addition to managing his own clients’ wealth, he also services the bank’s high net worth clients. Edmond is also approved and registered as a Portfolio Manager which allows him to manage discretionary portfolios for our clients. As the team leader, Edmond oversees the entire operation and client relationships.
Specialties:
Personal Financial Planner (PFP)
Chartered Investment Manager (CIM)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI)
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