Mutual Fund Representative @ Dundee Private Investors Inc
Mutual Fund Representative @ Cartier Partners Financial Services
Luc Bessette's Education
Yale School of Management
Risk and Investment (Finance and Financial Management Services)
2016 - 2018
Canadian Securities Institute
Designation
2006 - 2013
La Cite Collegial
Diploma (Accounting)
1996 - 1999
Casselman High School
1991 - 1996
Luc Bessette's Skills
Investment Advisory
Investment Strategies
Mutual Funds
Wealth Management
Retirement Planning
Financial Advisory
Wealth
Asset Allocation
Investment Management
Estate Planning
Luc Bessette's Summary
Luc Bessette, based in Ottawa, Ontario, Canada, is currently a Portfolio Manager - Senior Investment Advisor at EO Family Wealth Counsel - iA Private Wealth, bringing experience from previous roles at BESTO Holdings Inc, EO Wealth Management Inc., EO Family Wealth Counsel - Holliswealth (a division of Industrial Alliance Secur and HollisWealth (a division of Scotia Capital Inc). Luc Bessette holds a 2016 - 2018 Risk and Investment in Finance and Financial Management Services @ Yale School of Management. With a robust skill set that includes Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Retirement Planning and more, Luc Bessette contributes valuable insights to the industry. Luc Bessette has 1 email on RocketReach.