Investment Specialist, Products Knowledge
With his solid experience in finance, Stéphane Girard has held various advisory positions with major financial institutions. He has been particularly involved in training financial planners to improve their understanding of their clients’ needs and of the different tools at their disposal to respond to them.
Holder of a Master’s degree for practising executives from ESG UQAM (2011), Mr. Girard also holds a Bachelor’s degree in Administration, Finance option, from the Université du Québec à Trois-Rivières (1999). He has obtained the Chartered Investment Manager designation (CIM) (2017) as well as the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2000). With the Financial since 2018, he is actively involved with the investment team and acts as an advisor to different members of the wealth management team.
Mr. Girard is also a regular contributor to Focus on Finance.
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