If your total invested family assets exceed $1 million, a portfolio manager1 may be assigned to manage them. This financial expert works with your advisor to optimize your investments through a judicious choice of efficient and effective strategies.
1 Registered with Professionals’ Financial – Private Management Inc.
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Johanne TremblayMBA, CIM®, Fin. Pl.Regional Vice-President, Wealth Management
Head of Portfolio Managers
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