Mr. Stéphane Chouinard has been working in the financial sector at renowned financial institutions since 2003. He has held positions including financial planner, investment advisor and portfolio manager. Throughout his career, he has developed solid expertise in developing personalized investment strategies and integrated financial plans for clients with complex and sophisticated needs, including healthcare professionals.
He holds a Bachelor of Business Administration (B.A.A.) in Finance from Université Laval and, as a result, holds the financial planner (Pl. Fin.) designation, in addition to the chartered investment manager (CIM®) designation.
Known for his personable approach, the quality of his advice and his ability to build lasting relationships based on trust, Mr. Chouinard places the client experience at the heart of everything he does. He leverages his expertise to design portfolios tailored to each client’s goals, investment horizon and risk tolerance. With his in-depth knowledge of financial markets and wealth management, he is able to effectively guide investors in making informed decisions and achieving their long-term financial goals.
