Wealth Management Advisor and Associate Portfolio Manager
Working in finance since 2006, Sébastien Harvey has developed a keen sense of customer service and extensive knowledge of the markets, skills that he has honed since 2011 in his duties as wealth management advisor.
He has a Master’s degree in Management from HEC Montréal (2004), in addition to a Bachelor’s degree in Political Science from Université Laval (1999). He completed specialized investment training and holds the Chartered Investment Manager (CIM®) designation from the CSI (Canadian Securities Institute) (2013). He also obtained the financial planner designation from the Institut québécois de planification financière (IQPF) (2015).
In 2020, he joined the Hainault-Harvey-Simard team to offer fdp investment solutions and the team’s innovative management approach to their clients. He added another string to his bow in 2021 by registering as a portfolio manager with the Investment Industry Regulatory Organization of Canada (CIRO). He ensures that his clients’ investments are optimized by making the best choices and helps them achieve their goals.
CIRO member
For more information on a registered advisor view the CIRO AdvisorReport
