Steve Goulet, Cfa

Steve Goulet, Cfa Email and Phone Number

Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356 @ Financière Banque Nationale
montréal, quebec, canada
Steve Goulet, Cfa's Location
Canada, Canada
Steve Goulet, Cfa's Contact Details

Steve Goulet, Cfa work email

Steve Goulet, Cfa personal email

n/a
About Steve Goulet, Cfa

Our mission is to manage our clients' wealth with full independence and transparency.Our team helps our clients to plan and manage their financial affairs from big picture issues to everyday investment management. Financial success begins with a proper plan and hinges on disciplined processes.Whether you are an astute investor or new to investing, we can help you stay on top of things in an ever-changing financial world./*********/Les opinions, les endossements et les recommandations exprimés dans mon profil ne reflètent pas nécessairement ceux de la Financière Banque Nationale Inc. (FBN). Ce site et les communications électroniques sont surveillés par la FBN à des fins de conformité.

Steve Goulet, Cfa's Current Company Details
Financière Banque Nationale

Financière Banque Nationale

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Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356
montréal, quebec, canada
Website:
fbngp.ca
Employees:
2318
Steve Goulet, Cfa Work Experience Details
  • Financière Banque Nationale
    Wealth Advisor & Portfolio Manager
    Financière Banque Nationale Apr 2008 - Present
    Canada
    Full service wealth management ranging from complete retirement planning, tax optimization and estate planning to education and project financing. Our comprehensive appoach includes investment selection of the best stocks and bonds or investment funds to ensure all your good plans are well supported for you to stay on track.

Steve Goulet, Cfa Skills

Investments Portfolio Management Wealth Management Retirement Planning Finance Risk Management Financial Markets Asset Allocation High Net Worth Individuals Small Business Investment Strategies Fixed Income Investment Advisory Equities Value Investing Options Strategies Succession Planning Tax Advantaged Investment Strategies Fee Based Portfolio Management Fundamental Analysis Stock Picking Financial Education Business Owner Planning Accessible Downtown Montreal Accessible Dix30 Accessible West Island

Steve Goulet, Cfa Education Details

Frequently Asked Questions about Steve Goulet, Cfa

What company does Steve Goulet, Cfa work for?

Steve Goulet, Cfa works for Financière Banque Nationale

What is Steve Goulet, Cfa's role at the current company?

Steve Goulet, Cfa's current role is Wealth Advisor & Portfolio Manager - National Bank Financialsteve.goulet@bnc.ca(514) 871-4356.

What is Steve Goulet, Cfa's email address?

Steve Goulet, Cfa's email address is steve.goulet@fbn.ca

What schools did Steve Goulet, Cfa attend?

Steve Goulet, Cfa attended Cfa Institute, Mcgill University.

What skills is Steve Goulet, Cfa known for?

Steve Goulet, Cfa has skills like Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Risk Management, Financial Markets, Asset Allocation, High Net Worth Individuals, Small Business, Investment Strategies, Fixed Income.

Who are Steve Goulet, Cfa's colleagues?

Steve Goulet, Cfa's colleagues are Mehreen Hussain, Evelyne Bank, Claude Racine, Alexandra Yellowlees-Troy, Allan Xavier, Cfa, Riac, Sothoeun Nem, Stephanie Smith.

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