Wealth Management Advisor, Professionals' Financial - Private Management
Steve Castonguay acquired his financial experience with a major Quebec institution namely as a financial planner serving professionals. He holds a Bachelor of Business Administration degree from the Université du Québec à Rimouski (2007) and a Master of Business Administration degree from the Université de Laval (2020). Already holding the Financial Planner designation from the Institut québécois de planification financière (IQPF), Mr. Castonguay also holds the Chartered Investment Manager designation (CIM®) and is a Fellow of CSI (FCSI®), the most senior credential in Canadian financial services. His expertise in the areas of investment, savings, retirement planning and taxation are definite assets for his professional clients.
CIRO member
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