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CMT, CFA®

Portfolio Manager and Specialist, Market and Investments

T 514 350-5080
1 888 377-7337

Since 2010, David Raymond has pursued a career in the financial world, working for major Canadian institutions. He has also worked in the brokerage world and has advised doctors and healthcare professionals on managing their wealth. As a Portfolio Manager at fdp Private Wealth Management, he puts his knowledge and know-how to work for his clients, proposing global investment strategies to help them achieve their goals.

David Raymond also shares his expertise and cutting-edge analysis with other members of the Wealth Management team, in order to inform our clients about financial market movements and activities.

Mr. Raymond holds the Chartered Financial Analyst (CFA®) designation (2018) as well as the Chartered Market Technician (CMT) designation (2021) and has successfully completed the Derivatives Fundamentals and Options Licensing (DFOL) course (2014).

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