Mathieu Garand, CIM®, Pl. Fin.
Investment advisor at Garand Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Montreal Metropolitan Area, CA
Languages
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French Native or bilingual proficiency
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English Native or bilingual proficiency
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Credentials
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Planificateur Financier
IQPFAug, 2023- Oct, 2024 -
Gestionnaire de placements agréé (CIM)
Canadian Securities InstituteFeb, 2021- Oct, 2024 -
Portfolio Management Techniques
Canadian Securities InstituteFeb, 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
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Garand Private Wealth
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Canada
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Financial Services
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1 - 100 Employee
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Investment advisor
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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
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iA Financial Group
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Canada
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Financial Services
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1 - 100 Employee
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Financial security advisor
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Aug 2021 - Present
- Life insurance - Critical illness - Disability insurance - Life insurance - Critical illness - Disability insurance
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Invesco Ltd.
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United States
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Financial Services
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700 & Above Employee
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Regional Consultant
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Feb 2019 - May 2021
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iA Clarington Investments
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Canada
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Financial Services
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100 - 200 Employee
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Business development manager
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2017 - 2019
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National Bank of Canada
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Canada
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Banking
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700 & Above Employee
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Investment funds analyst
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2015 - 2017
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TD
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Pakistan
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Technology, Information and Media
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1 - 100 Employee
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Financial advisor
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Feb 2014 - Nov 2015
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Education
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Laval University
Financial planning certificate -
Laval University
Bachelor of Business Administration (BBA) -
Cégep de Drummondville
DEC -
Champlain Regional College, Lennoxville
Commerce
Community
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