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Jean-Philippe Phaneuf, Cfa Email & Phone Number
Wealth Advisor and Portfolio Manager - Partner at Dalpé Wealth Partners
at
National Bank Financial
1 work email found
@clarkson.edu
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Portfolio Manager - Partner at Dalpé Wealth Partners
Location
Montreal, Quebec, Canada
Who is Jean-Philippe Phaneuf, Cfa? Overview
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Quick answer
Jean-Philippe Phaneuf, Cfa is listed as Wealth Advisor and Portfolio Manager - Partner at Dalpé Wealth Partners at National Bank Financial, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at clarkson.edu and a matched LinkedIn profile for Jean-Philippe Phaneuf, Cfa.
Jean-Philippe Phaneuf, Cfa previously worked as Board Member at Fondation Opération Père Noël and Portfolio Manager, Associate Investment Advisor - Dalpé Wealth Partners at Richardson Wealth. Jean-Philippe Phaneuf, Cfa holds Maîtrise En Gestion (M. Sc.), Finance from Université De Montréal - Hec Montréal.
Company email context
Email format at National Bank Financial
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*@clarkson.edu
68% confidence
AeroLeads found 1 current-domain work email signal for Jean-Philippe Phaneuf, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jean-Philippe Phaneuf, Cfa
Jean-Philippe Phaneuf, Cfa is a Wealth Advisor and Portfolio Manager - Partner at Dalpé Wealth Partners at National Bank Financial. He possess expertise in finance, marketing, competitive analysis, data analysis, leadership and 7 more skills. Colleagues describe him as "I have nothing but great things to say about JP. He is smart, he is a hard worker and he is a great person to work with. I would highly recommend JP to any organization as he will definitely add value to any environment he enters. Good luck JP!"
Listed skills include Finance, Marketing, Competitive Analysis, Data Analysis, and 8 others.
Current workplace
Jean-Philippe Phaneuf, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
National Bank Financial
AeroLeads page
12 roles
Jean-Philippe Phaneuf, Cfa work experience
A career timeline built from the work history available for this profile.
Wealth Advisor And Portfolio Manager - Partner At Dalpé Wealth Partners
Board Member
Portfolio Manager, Associate Investment Advisor - Dalpé Wealth Partners
Depuis 1998, Patrimoine Dalpé et Associés se place dans le peloton de tête des conseillers en placement au Canada. En tant que conseiller en placement principal, notre rôle est de protéger et de faire fructifier le patrimoine de nos clients, guidé par les valeurs qui nous démarquent.
Feb 2022 - Nov 2023
Associate Investment Advisor - Dalpé Wealth Partners
Nov 2019 - Feb 2022
Directeur Sénior Développement Des Affaires
- Hybrid Wholesaler;- A supervisé un territoire de 2,5 milliards d’actifs sous gestion;- S’est classé dans le premier quartile du Environics Survey.
Jan 2016 - Nov 2019
Directeur Développement Des Affaires
- Inside Wholesaler;- A supervisé un territoire de 2,5 milliards d’actifs sous gestion;- S’est classé dans le premier quartile du Environics Survey.
Jul 2014 - Jan 2016
Associé - Sales & Trading
Pupitre des opérations de change étrangé- Premier étudiant d’été à avoir conclu le plus de transactions en un mois, pour juin et juillet consécutivement;- Projet : Déterminer l’état du résultat global (P&L) de BMO résultant de ses activités avec des fournisseurs de change tiers.
May 2013 - Aug 2013
Analyste - Investment Banking
May 2012 - Aug 2012
Gestionnaire De Programme
- A géré un programme de marketing pour la province de Québec pour le compte des services financiers de Canadian Tire;- A surpassé les objectifs de vente de plus de 25 % tout en établissant un environnement de travail agréable et sûr;- A supervisé 3 superviseurs d'événements, 5 formateurs et une équipe de 40 représentants marketing sur le terrain;- A pris part aux activités de recrutement, de formation et de motivation des représentants;- A coordonné les horaires et les… Show more - A géré un programme de marketing pour la province de Québec pour le compte des services financiers de Canadian Tire;- A surpassé les objectifs de vente de plus de 25 % tout en établissant un environnement de travail agréable et sûr;- A supervisé 3 superviseurs d'événements, 5 formateurs et une équipe de 40 représentants marketing sur le terrain;- A pris part aux activités de recrutement, de formation et de motivation des représentants;- A coordonné les horaires et les déplacements professionnels; Show less
Apr 2011 - Aug 2011
Analyste
May 2010 - Aug 2010
Marketing Field Representative
- Promouvoir les cartes de crédit Canadian Tire;- Meilleur représentant commercial au Canada avec plus de 1500 cartes de crédit vendues en un été;- A aidé à développer le programme de marketing pour la province de Québec.
May 2009 - Aug 2009
4 education records
Jean-Philippe Phaneuf, Cfa education
Maîtrise En Gestion (M. Sc.), Finance
Baccalauréat En Sciences Des Affaires, Gestion De La Logistique
Semester Abroad
High School Diploma, Académie De Ski Dans Le Vermont, États-Unis
FAQ
Frequently asked questions about Jean-Philippe Phaneuf, Cfa
Quick answers generated from the profile data available on this page.
What company does Jean-Philippe Phaneuf, Cfa work for?
Jean-Philippe Phaneuf, Cfa works for National Bank Financial.
What is Jean-Philippe Phaneuf, Cfa's role at National Bank Financial?
Jean-Philippe Phaneuf, Cfa is listed as Wealth Advisor and Portfolio Manager - Partner at Dalpé Wealth Partners at National Bank Financial.
What is Jean-Philippe Phaneuf, Cfa's email address?
AeroLeads has found 1 work email signal at @clarkson.edu for Jean-Philippe Phaneuf, Cfa at National Bank Financial.
Where is Jean-Philippe Phaneuf, Cfa based?
Jean-Philippe Phaneuf, Cfa is based in Montreal, Quebec, Canada while working with National Bank Financial.
What companies has Jean-Philippe Phaneuf, Cfa worked for?
Jean-Philippe Phaneuf, Cfa has worked for National Bank Financial, Fondation Opération Père Noël, Richardson Wealth, Fidelity Canada, and Bmo Capital Markets.
How can I contact Jean-Philippe Phaneuf, Cfa?
You can use AeroLeads to view verified contact signals for Jean-Philippe Phaneuf, Cfa at National Bank Financial, including work email, phone, and LinkedIn data when available.
What schools did Jean-Philippe Phaneuf, Cfa attend?
Jean-Philippe Phaneuf, Cfa holds Maîtrise En Gestion (M. Sc.), Finance from Université De Montréal - Hec Montréal.
What skills is Jean-Philippe Phaneuf, Cfa known for?
Jean-Philippe Phaneuf, Cfa is listed with skills including Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, and Financial Analysis.
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