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Richard Lapointe Email & Phone Number

Senior Portfolio Manager and Senior Investment Advisor at CIBC Private Wealth
Location: Montreal, Quebec, Canada 4 work roles 2 schools
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Current company
Role
Senior Portfolio Manager and Senior Investment Advisor
Location
Montreal, Quebec, Canada
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Who is Richard Lapointe? Overview

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Richard Lapointe is listed as Senior Portfolio Manager and Senior Investment Advisor at CIBC Private Wealth, a with 2017 employees, based in Montreal, Quebec, Canada. AeroLeads shows 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.

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Email format at CIBC Private Wealth

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CIBC Private Wealth

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Profile bio

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

Current workplace

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CIBC Private Wealth
Cibc Private Wealth
Senior Portfolio Manager and Senior Investment Advisor
Montreal, QC, CA
Employees
2017
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4 roles

Richard Lapointe work experience

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Senior Portfolio Manager And Senior Investment Advisor

Cibc Private Wealth

Montreal, Qc, Ca

Senior Portfolio Manager & Senior Investment Advisor

Current

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.

Sep 1990 - Present

Alternate Branch Manager

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

Jan 2014 - Aug 2015

Administrative Assistant

I assisted in the day to day administrative duties of some of the larger financial consultants in the main Montreal branch.

Jun 1989 - Sep 1989
Team & coworkers

Colleagues at CIBC Private Wealth

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2 education records

Richard Lapointe education

Bcom, Finance

University Of Concordia

Activities and Societies: Member of the Finance Society

FAQ

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What company does Richard Lapointe work for?

Richard Lapointe works for CIBC Private Wealth.

What is Richard Lapointe's role at CIBC Private Wealth?

Richard Lapointe is listed as Senior Portfolio Manager and Senior Investment Advisor at CIBC Private Wealth.

Where is Richard Lapointe based?

Richard Lapointe is based in Montreal, Quebec, Canada while working with CIBC Private Wealth.

What companies has Richard Lapointe worked for?

Richard Lapointe has worked for Cibc Private Wealth, Cibc Wood Gundy, and Merrill Lynch.

Who are Richard Lapointe's colleagues at CIBC Private Wealth?

Richard Lapointe's colleagues at CIBC Private Wealth include Nancy Ross, Thambirajah Yogarajah, Carol Bartley, Shannon Moses, and Denis Langlois.

How can I contact Richard Lapointe?

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What schools did Richard Lapointe attend?

Richard Lapointe holds Bcom, Finance from University Of Concordia.

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