Simon Dufresne, B.A.A. , Pl. Fin. , RIS
Planificateur financier et conseiller en sécurité financière at RGP Gestion de patrimoine MC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Capitale-Nationale, Quebec, Canada, CA
Languages
-
Anglais Native or bilingual proficiency
-
Français Native or bilingual proficiency
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
RGP Gestion de patrimoine MC
-
Canada
-
Financial Services
-
Planificateur financier et conseiller en sécurité financière
-
Oct 2019 - Present
-
-
-
Desjardins
-
Canada
-
Banking
-
700 & Above Employee
-
Conseiller en gestion de patrimoine / Planificateur financier
-
Apr 2018 - Jun 2019
-
-
-
Groupe Investors
-
Canada
-
Financial Services
-
Planificateur Financier
-
Jan 2015 - May 2017
-
-
-
Desjardins Financial Security Life Assurance Company
-
Canada
-
Insurance
-
1 - 100 Employee
-
Agent de service à la clientèle
-
Jan 2014 - Jan 2015
-
-
-
Sigma Thêta Pi
-
France
-
Civic and Social Organizations
-
1 - 100 Employee
-
Membre fondateur et trésorier
-
2011 - 2013
-
-
-
Groupe F. Dufresne
-
Canada
-
Retail
-
1 - 100 Employee
-
Gérant
-
2012 - 2012
-
-
-
-
Chef d'équipe
-
2011 - 2011
-
-
Education
-
Université Laval
Bachelor of Business Administration (B.B.A.), Administration et gestion des affaires, général -
séminaire des pères maristes
-
Université Laval
Certificat, Économie -
Kennesaw State University
Summer program -
RIA Canada
spécialiste en investissement responsable (RIS), Finance, général
Community
You need to have a working account to view this content.
Click here to join now