The mission of Private Wealth 1859 is to provide advice and deliver services in all areas of wealth management to affluent individuals and their families. In concrete terms, this means providing the expertise and structure to not only meet the financial needs of current family members but to grow their wealth to the benefit of future generations and, in many cases, of philanthropic causes.

National Bank Correspondent Network is Canada’s leading provider of custodial, trading, clearing, settlement and record keeping services offered to independent registered portfolio managers and introducing brokers by continually redefining the industry through innovative product development, expert client care and leading technology. My primary role consisted of managing the Montreal service team and handling relationship management with all existing or potential clients.

Claret Asset Management Corporation is one of the most important independent Private Wealth Management firms in the province of Quebec. Claret has over 1B$ in AUM, mostly consisting of high net worth clients.During my time spent at Claret, I was in charge of business development initiatives and relationship management duties relating to existing clients.