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Dave Quirion M.Sc. Pl.Fin.
Planificateur financier at IG Gestion de patrimoine
Dave Quirion, a seasoned financial expert with 21+ years of experience in wealth management, strategic financial planning, and portfolio management, holds an M.Sc. in Finance from Université Laval.
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Location
Sherbrooke, Quebec, Canada, CA
Languages
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Francais Native or bilingual proficiency
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Anglais Native or bilingual proficiency
Skills
- Mutual Funds
- Wealth Management
- Strategic Financial Planning
- Investments
- Insurance
- Show all
Bio
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Topline AI
I am Dave Quirion, a financial planner based in Sherbrooke, Quebec, Canada, with over 21 years of experience in wealth management and financial services. I am fluent in both French and English, which allows me to effectively communicate with a diverse clientele. My expertise lies in strategic financial planning, portfolio management, retirement planning, and estate planning. I currently serve as a Financial Planner at IG Gestion de patrimoine, where I have been since September 2020. Previously, I held positions such as a financial advisor and division director at Groupe Investors. I hold a Master’s degree in Business Administration from Université Laval and have further specialized as a Financial Planner. My passion for finance drives me to help clients achieve their financial goals through tailored solutions.
Experience
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Canada
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Financial Services
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700 & Above Employee
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Planificateur financier
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Sep 2020 - Present
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Représentant en épargne collective, Conseiller en sécurité financière
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Oct 2002 - Present
Services Financiers Groupe Investors Inc., Cabinet de services financiers
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Directeur de division
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Jan 2004 - Jun 2013
Gestion et développement de conseiller financier
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Directeur Général
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Apr 1995 - Jan 2001
Gestion et développement de la Caisse
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Education
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1999 - 2010Université Laval
Maîtrise, Sciences de l'administration -gestion et développement des organisations -
1996 - 2011
Universtié Laval
Maîtrise, Gestion et Développement des organisation -
2017 - 2020
I.Q.P.F.
Planificateur Financier, Financial Planning and Services
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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