Bio
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Topline AI
Marc Dumais is a seasoned investment professional with 31 years of experience in investments, wealth management, and finance. He has held senior roles at PI Financial Corp., RBC Capital Markets, and Canaccord Capital, and has expertise in portfolio management, retirement planning, and financial planning.
With a Bachelor of Science in Geological/Geophysical Engineering from the University of Manitoba, Marc has developed a strong foundation in finance and investments. He has worked with private clients and business owners, and has a proven track record of delivering effective investment strategies.
Experience
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Senior Investment Advisor
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2013 - Present
Investment advisor to private clients and business owners, specializing in portfolio strategies and retirement planning.
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Investment Advisor
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2008 - Jun 2013
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investment advisor
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1996 - 2008
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Canadian Armed Forces - RCN
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Victoria, British Columbia
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Maritime Surface Officer - HMCS Vancouver
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1981 - 1996
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Victoria, British Columbia
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Education
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1981 - 1985University of Manitoba
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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