Richard Lapointe

Richard Lapointe Email and Phone Number

Sr Portfolio Manager | Lapointe Inv Grp | CIBC Wood Gundy | 514 847-6324 @ CIBC Wood Gundy
canada
Richard Lapointe's Location
Montreal, Quebec, Canada, Canada
Richard Lapointe's Contact Details

Richard Lapointe work email

Richard Lapointe personal email

n/a
About Richard Lapointe

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

Richard Lapointe's Current Company Details
CIBC Wood Gundy

Cibc Wood Gundy

View
Sr Portfolio Manager | Lapointe Inv Grp | CIBC Wood Gundy | 514 847-6324
canada
Employees:
2017
Richard Lapointe Work Experience Details
  • Cibc Wood Gundy
    Senior Portfolio Manager & Senior Investment Advisor
    Cibc Wood Gundy Sep 1990 - Present
    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.
  • Cibc Wood Gundy
    Alternate Branch Manager
    Cibc Wood Gundy Jan 2014 - Aug 2015
    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
  • Merrill Lynch
    Administrative Assistant
    Merrill Lynch Jun 1989 - Sep 1989
    I assisted in the day to day administrative duties of some of the larger financial consultants in the main Montreal branch.

Richard Lapointe Skills

Investment Strategies Mutual Funds Investment Advisory Investments Wealth Management Securities Options Asset Allocation Retirement Planning Fixed Income Finance Equities Alternative Investments Bonds Portfolio Management Banking Customer Service Management

Richard Lapointe Education Details

Frequently Asked Questions about Richard Lapointe

What company does Richard Lapointe work for?

Richard Lapointe works for Cibc Wood Gundy

What is Richard Lapointe's role at the current company?

Richard Lapointe's current role is Sr Portfolio Manager | Lapointe Inv Grp | CIBC Wood Gundy | 514 847-6324.

What is Richard Lapointe's email address?

Richard Lapointe's email address is ri****@****cibc.ca

What schools did Richard Lapointe attend?

Richard Lapointe attended University Of Concordia, Concordia University.

What skills is Richard Lapointe known for?

Richard Lapointe has skills like Investment Strategies, Mutual Funds, Investment Advisory, Investments, Wealth Management, Securities, Options, Asset Allocation, Retirement Planning, Fixed Income, Finance, Equities.

Who are Richard Lapointe's colleagues?

Richard Lapointe's colleagues are André Boutin, Molly Friedman, William(Ted) Retson, Deneice Goertzen, Dhruti Desai, Connie Marshall, Cim, Fsci, Field Sunny.

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