Please complete the CAPTCHA to continue
@cibc.ca
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Richard Lapointe is listed as Sr Portfolio Manager | Lapointe Inv Grp | CIBC Wood Gundy | 514 847-6324 at CIBC Wood Gundy, a with 2017 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Richard Lapointe.
Richard Lapointe previously worked as Senior Portfolio Manager & Senior Investment Advisor at Cibc Wood Gundy and Alternate Branch Manager at Cibc Wood Gundy. Richard Lapointe holds Bcom, Finance from University Of Concordia.
This section adds company-level context without repeating Richard Lapointe's masked contact details.
AeroLeads found 1 current-domain work email signal for Richard Lapointe. Compare company email patterns before reaching out.
With over three decades at CIBC Wood Gundy, my expertise in wealth management for High Net Worth clients is grounded in a tailored approach that prioritizes strong, stable, and dividend-generating investments. The 'Big, Safe, Cheap & Pays a Dividend' model underpins our strategy, ensuring robust portfolio performance.Leading a dedicated team, we navigate capital markets, where our objective is to deliver total returns of capital gains, dividend income and option premiums. At the helm, my role extends to comprehensive investment advisory, where I leverage my Chartered Investment Manager designation to fortify client portfolios while fostering bilingual communication in English and French, ensuring personalized and inclusive financial guidance. Through my business partners, I provide Wealth Planning, Estate and Trust, and Private Banking services.Graduate of John Molson School of Business and proud contributor to Campaign for Concordia: Next-Gen Now. ‘The only way we can fix the problems of today is with the minds of tomorrow"Listen to my interview on CJAD 800.I can always be reached.Richard Lapointe514 847-6324richard.lapointe@cibc.cahttps://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf
Listed skills include Investment Strategies, Mutual Funds, Investment Advisory, Investments, and 14 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Montreal, Quebec, Canada
My focus is to manage wealth of High Net Worth clients.The main purpose of my work is to generate total returns through capital markets using my Big, Safe, Cheap & Pays a Dividend model.I am a registered discretionary portfolio manager, and acquired my CIM designation. I have a team of 3 associates and 4 administrative staff.
600 De Maisonneuve O Suite 3050, Montreal Quebec H3A 3J2
Provided back up and support to Branch Manager, Compliance Manager, Sales Manager and Branch Administrators
I assisted in the day to day administrative duties of some of the larger financial consultants in the main Montreal branch.
Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Susan Toth
Colleague at Cibc Wood GundyToronto, Ontario, Canada
View →
PW
Paul Whelan Cfa, Ma
Colleague at Cibc Wood GundyGreater Toronto Area, Canada
View →
CJ
Chris Jackson, Mba, Cfa
Colleague at Cibc Wood GundyOakville, Ontario, Canada
View →
DA
David Atkinson, Ca
Colleague at Cibc Wood GundyLondon, Ontario, Canada
View →
RM
Ron Mcquarrie
Colleague at Cibc Wood GundyBritish Columbia, Canada
View →
TM
Tyrone Matheson
Colleague at Cibc Wood GundyCape Breton, Nova Scotia, Canada
View →
JH
Jackie Han, Cim ®
Colleague at Cibc Wood GundyCanada
View →
TG
Tricia Gill
Colleague at Cibc Wood GundyHamilton, Ontario, Canada
View →
MC
Mark Collins
Colleague at Cibc Wood GundyKamloops, British Columbia, Canada
View →
SG
So Geoffrey
Colleague at Cibc Wood GundyMarkham, Ontario, Canada
View →
Activities and Societies: Member of the Finance Society
Quick answers generated from the profile data available on this page.
Richard Lapointe works for CIBC Wood Gundy.
Richard Lapointe is listed as Sr Portfolio Manager | Lapointe Inv Grp | CIBC Wood Gundy | 514 847-6324 at CIBC Wood Gundy.
AeroLeads has found 1 work email signal at @cibc.ca for Richard Lapointe at CIBC Wood Gundy.
Richard Lapointe is based in Montreal, Quebec, Canada while working with CIBC Wood Gundy.
Richard Lapointe has worked for Cibc Wood Gundy and Merrill Lynch.
Richard Lapointe's colleagues at CIBC Wood Gundy include Susan Toth, Paul Whelan Cfa, Ma, Chris Jackson, Mba, Cfa, David Atkinson, Ca, and Ron Mcquarrie.
You can use AeroLeads to view verified contact signals for Richard Lapointe at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
Richard Lapointe holds Bcom, Finance from University Of Concordia.
Richard Lapointe is listed with skills including Investment Strategies, Mutual Funds, Investment Advisory, Investments, Wealth Management, Securities, Options, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Richard Lapointe you were looking for.
