Dale Dubreuil, CFP, CIM

Dale Dubreuil, CFP, CIM

Portfolio Manager @ Scotiabank

About

I joined the financial industry in 2000 as an Accountant with PriceWaterhouseCoopers. In 2004, I moved back to Sudbury where I began working for ScotiaMcLeod. As the founder and main strategist of Dubreuil Wealth Management, I pride myself on trust, integrity, competence and hard work. Obtaining my CFP Designation in 2005 and working along a team of specialists across Scotia Wealth Management has allowed me to provide my clients with financial, estate and tax planning solutions that are built around my clients specific needs. As one of only a handful of advisors firm-wide, I received the Portfolio Manager Designation in 2012, which allows me to offer discretionary portfolio management to individual, corporate and institutional clients in two office locations: Sudbury and North Bay. I takes a conservative approach to portfolio management ensuring my clients' long-term goals and objectives are met. I am devoted to my young family which includes my wife Kristen and our two children Ty and Lexi. I enjoys an active lifestyle that includes coaching my kids hockey and baseball teams, along with playing hockey and golf myself. I am also an active and dedicated supporter of charities such as the Ten Rainbows Foundation in Sudbury, The Vale Hospice and the Terry Fox Foundation. I am also an avid Alumni Member of the Canisius College Varsity Hockey Team.

Country

Canada

City

Sudbury

Industry

Financial Services

Skill

Portfolio Management, Personal Financial Planning, Estate Planning, Tax Planning

Experience

Scotiabank

Portfolio Manager

Scotiabank

LinkedIn
2004-11 - Present · 21 yrs 11 mos

Sudbury and North Bay

Founder of The Dubreuil Group. Manage wealth of high net worth clients on a discretionary basis. Provide Financial, Estate and Tax Planning to all clients working along with a team of specialists across Scotia Wealth Management.

PwC

Senior Associate

PwC

LinkedIn
2000-6 - 2004-4 · 3 yrs 11 mos

Greater Pittsburgh Area

Education

Canisius University

Canisius University

LinkedIn

Accounting and Finance

1996 - 2000 · 4 yrs

Dale Dubreuil, CFP, CIM's Contact Information

Email

******@***.com

Phone

(**) *** ****

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