If your total invested family assets exceed $1 million, a portfolio manager1 may be assigned to manage them. This financial expert works with your advisor to optimize your investments through a judicious choice of efficient and effective strategies.
1 Registered with Professionals’ Financial – Private Management Inc.
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Sylvain BourgetFCSI®, M.SC., CFA®, CIM®, Adm. A., Fin. Pl.
Portfolio Manager, Professionals' financial - Private Management
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Sylvain PerronMBA, FCSI®
Associate Portfolio Manager, Professionals' financial - Private Management