Wealth Management Advisor, Professionals Financial - Private Management
After a 15-year professional career in sports, Patrick Diotte turned to the world of finance in 2001. He held various positions, including personal financial advisor, investment advisor, and financial planner with major financial institutions, including Desjardins Securities. This enabled Mr. Diotte to develop a thorough understanding of finance and of his clients’ advisory services needs. Holder of a Bachelor’s degree in Mathematics with specialization in actuarial sciences from the Université de Montréal (1991), Patrick Diotte also holds a Bachelor of Business Administration degree with specialization in accounting from the Université du Québec à Montréal (1994). He obtained his Financial Planner diploma from the Institut québécois de planification financière (IQPF) in 2004 and successfully completed the Canadian Securities Course (CSC) in 2006. As an Advisor with the Financial, Mr. Diotte draws on his expertise and his experience to help his clients achieve their financial objectives.
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