Wealth Management Advisor, Professionals' Financial - Private Management
After studying at HEC Montréal, where he obtained a Bachelor’s degree in Business Administration (2014) and a Personal Financial Planning certificate (2016), David Lafleur obtained the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2016). Currently continuing his studies with a view to obtaining the Chartered Investment Manager (CIM®) designation, David serves his clients who are starting their career with his experience acquired with major financial institutions, as well as the skills and strong discipline developed since joining the Financial in 2016.
CIRO member
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