Wealth Management Advisor, Professionals' Financial - Private Management
Steve Castonguay acquired his financial experience with a major Quebec institution as an investment and retirement advisor and as a financial planner serving professionals. He holds a Bachelor of Business Administration degree from the Université du Québec à Rimouski (2007) and received the Financial Planner designation from the Institut québécois de planification financière (IQPF). He also holds the Chartered Investment Manager (CIMMD) designation. Mr. Castonguay has expertise in the areas of investment, savings, retirement planning and taxation and he uses this knowledge to offer his professional clients personalized assistance.
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