Dave Dion Location
Beloeil, QC, CA
Dave Dion Work
- 2023 - now Directeur Principal - Planification Financière @ Samara
- 2014 - now Conseiller en sécurité financière @ Services de succession et d'assurances Assante
- 2021 - 2023 Associé Senior @ Céos Family Office
- 2017 - 2021 Associé Senior @ Stonegate Conseil Privé
- 2011 - 2017 Directeur de succursale @ Assante Gestion de Patrimoine
- 2009 - 2017 Conseiller en placements @ Assante Gestion de Patrimoine
- 2007 - 2014 Conseiller en sécurité financière @ Force financière Excel
Dave Dion Education
- Université de Sherbrooke
BAA (Administration)
2004 - 2007 - Cégep de Saint-Hyacinthe
Technique Administrative (Concentration Finance)
2001 - 2004
Dave Dion Skills
- Wealth Management
- Mutual Funds
- Investments
- Risk Management
- Investment Strategies
- Financial Analysis
- Estate Planning
- French
- Investissements
- Strategic Planning
Dave Dion Summary
Dave Dion, based in Beloeil, QC, CA, is currently a Directeur Principal - Planification Financière at Samara Multi-Family Office. Dave Dion brings experience from previous roles at Services de succession et d'assurances Assante, Céos Family Office, Stonegate Conseil Privé and Gestion de capital Assante Ltée. Dave Dion holds a 2004 - 2007 BAA in Administration @ Université de Sherbrooke. With a robust skill set that includes Wealth Management, Mutual Funds, Investments, Risk Management, Investment Strategies and more. Dave Dion has 2 emails on RocketReach.
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Chantal Mercier
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Philip Boivin
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