Dave Dion Email
Planificateur financier @ CI Assante Wealth Management
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Dave Dion Work
- Planificateur financier @ (October 2025 - Present)
- Directeur - planification financière et gestion des risques @ (May 2023 - October 2025)
- Conseiller en sécurité financière @ Services de succession et d'assurances Assante (June 2014 - August 2024)
- Associé Senior @ Céos Family Office (July 2021 - April 2023)
- Associé Senior @ Stonegate Conseil Privé (October 2017 - June 2021)
- Directeur de succursale @ (May 2011 - October 2017)
- Conseiller en placements @ (May 2009 - October 2017)
- Conseiller en sécurité financière @ (October 2007 - June 2014)
Dave Dion Education
- Université de Sherbrooke
BAA (Administration)
2004-2007 - Cégep de Saint-Hyacinthe
Technique Administrative (Concentration Finance)
2001-2004 - STEP Canada | The Society of Trust and Estate Practitioners (Canada)
TEP
2024
Dave Dion Summary
- Dave Dion, is currently a Planificateur financier at Gestion de patrimoine Assante. Dave Dion brings experience from previous roles at Samara Multi-Family Office, Services de succession et d'assurances Assante, Céos Family Office and Stonegate Conseil Privé. Dave Dion holds a 2004 - 2007 BAA in Administration @ Université de Sherbrooke. Dave Dion has 1 emails on RocketReach.
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