Mathieu Garand, CIM®, Pl. Fin.

Investment advisor at Garand Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Montreal Metropolitan Area, CA
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency

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Credentials

  • Planificateur Financier
    IQPF
    Aug, 2023
    - Oct, 2024
  • Gestionnaire de placements agréé (CIM)
    Canadian Securities Institute
    Feb, 2021
    - Oct, 2024
  • Portfolio Management Techniques
    Canadian Securities Institute
    Feb, 2021
    - Oct, 2024
  • Investment Management Techniques
    Canadian Securities Institute (CSI)
    Aug, 2020
    - Oct, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Mar, 2019
    - Oct, 2024
  • ETF Course
    Canadian Securities Institute (CSI)
    Jul, 2018
    - Oct, 2024
  • Investment Funds in Canada
    Canadian Securities Institute (CSI)
    May, 2014
    - Oct, 2024
  • Manuel sur les Normes de Conduite (MNC)
    Canadian Securities Institute
  • Notions essentielles sur la gestion de patrimoine
    Canadian Securities Institute

Experience

  • Garand Private Wealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Investment advisor
      • May 2021 - Present

      - Wealth management - Investments - Corporate accounts - Tax planning - Risk management - Retirement planning - Wealth management - Investments - Corporate accounts - Tax planning - Risk management - Retirement planning

  • iA Financial Group
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Financial security advisor
      • Aug 2021 - Present

      - Life insurance - Critical illness - Disability insurance - Life insurance - Critical illness - Disability insurance

  • Invesco Ltd.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Consultant
      • Feb 2019 - May 2021
  • iA Clarington Investments
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Business development manager
      • 2017 - 2019
  • National Bank of Canada
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment funds analyst
      • 2015 - 2017
  • TD
    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Financial advisor
      • Feb 2014 - Nov 2015

Education

  • Laval University
    Financial planning certificate
    2021 - 2023
  • Laval University
    Bachelor of Business Administration (BBA)
    2012 - 2015
  • Cégep de Drummondville
    DEC
    2010 - 2012
  • Champlain Regional College, Lennoxville
    Commerce
    2009 - 2010

Community

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