Pierre Dufour Email & Phone Number

Region De Montréal , Canada

En tant que gestionnaire de portefeuille, je suis chargé de gérer les actifs de mes clients. Ces derniers me confient leurs épargnes et souhaitent les faire fructifier pour réaliser un rêve qui leur est propre. C'est un honneur pour moi de les aider a atteindre leur objectifs. Je le fais en réalisant des suivis réguliers avec eux et en étant a l'écoute de leurs besoins. La disponibilité est pour moi la clé de toute relation de confianceMon choix de me joindre a l'équipe de CIBC Wood… Show more En tant que gestionnaire de portefeuille, je suis chargé de gérer les actifs de mes clients. Ces derniers me confient leurs épargnes et souhaitent les faire fructifier pour réaliser un rêve qui leur est propre. C'est un honneur pour moi de les aider a atteindre leur objectifs. Je le fais en réalisant des suivis réguliers avec eux et en étant a l'écoute de leurs besoins. La disponibilité est pour moi la clé de toute relation de confianceMon choix de me joindre a l'équipe de CIBC Wood Gundy repose notamment sur la notoriété de la firme, mais aussi sur les experts et produits supplémentaires offerts tant au niveau de la gestion de portefeuille que de la planification financière Show less

Montreal, Canada Area

Mirabaud is an international banking and financial group that offers investment advice as well as wealth management and asset management services.I mainly work with Canadian trusts, tax lawyers and Family Office, wishing to diversify their investments by benefiting from our European division. The second part of my clientele is private, and is composed as much of entrepreneurs as of other retired and active professionals.By diversifying my clients’ portfolio, I aim on a daily… Show more Mirabaud is an international banking and financial group that offers investment advice as well as wealth management and asset management services.I mainly work with Canadian trusts, tax lawyers and Family Office, wishing to diversify their investments by benefiting from our European division. The second part of my clientele is private, and is composed as much of entrepreneurs as of other retired and active professionals.By diversifying my clients’ portfolio, I aim on a daily basis to achieve their goals and to yield a profit. To diminish the risk, my clients can count on Mirabaud’s unique approach, which namely offers exclusive accounts and products in euro. Show less

Montreal, Canada Area

As a portfolio manager, I developed and managed my clients’ investments.

Montreal, Canada Area

At RBC, I assisted private clients in developing their portfolio and managing their investments.

Montreal, Canada Area

I co-managed Canada’s second most important branch, located at the Stock Exchange Tower and counting over a hundred employees, including 55 investment advisors.

Montreal

Following the completion of my Canadian Securities Course, I was hired by RBC, an experience that proved to be very fruitful for me. As an investment advisor, I assisted my clients with investments and assets management. I was also a President’s Club member for every year I was eligible.

Education record

o Partners, Directors and Senior Officers Course o Portfolio Manager o Associate Portfolio Manager o Futures Licensing Course (FLC) o.

Bachelor'S In Business Administration

Third-year specialization in finance