Maxime Dubé, M.Sc. CFA
Portfolio Manager @ Claret Asset Management
About
I hold a Master in Finance from Université de Sherbrooke. I joined the Claret team in 2016 as a junior investment research analyst and acts as associate portfolio manager since 2017. I passed the CFA Level III exam.
Canada
Montreal
Investment Management
Gestion de portefeuille, Actions, Obligations, Fonds mutuel, Revenu fixe
Experience
Portfolio Manager
Claret Asset Management
Montreal Region
- Rencontre d’évaluation des besoins et objectifs financiers des clients - Élaboration d’une politique de placement en fonction des objectifs des clients - Conseiller et éduquer les clients sur les types de placements disponibles - Comprendre les impacts fiscaux des différents produits et comptes de placements - Planification des besoins de retraite des clients - Choix des produits d’investissement pour les clients - Construction de portefeuilles de placement
Associate Portfolio Manager
Claret Asset Management
Montreal, Canada
- Sous la supervision d'un gestionnaire sénior, j'effectuais les mêmes tâches que lors de mon rôle de gestionnaire de portefeuille.
Investment Analyst
Claret Asset Management
Montreal, Quebec, Canada
Internship
Claret Asset Management
Montreal, Canada Area
Education
Université de Sherbrooke
Financial Market
Université du Québec à Chicoutimi
Finance
Maxime Dubé, M.Sc. CFA's Contact Information
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