Dean Trudeau Email & Phone Number

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Founder + Portfolio Manager @ (January 2011 - Present)
Portfolio Manager B.Comm,CFP, CIM @ Investment Planning Counsel - OPES Family Advisory (February 2013 - July 2018)
Wealth Advisor @ (January 2011 - January 2013)
District Vice President @ (January 2001 - December 2010)

Dalhousie University
B.Comm (Finance)
1982-1987
Canadian Association of Financial Planners
Certified Financial Planner - CFP (Financial planning)

Dean Trudeau, based in Ottawa, ON, CA, is currently a Founder + Portfolio Manager at OPES Family Advisory. Dean Trudeau brings experience from previous roles at Investment Planning Counsel - OPES Family Advisory, IPC Investment Corporation and RBC Global Asset Management. Dean Trudeau holds a 1982 - 1987 B.Comm in Finance @ Dalhousie University. With a robust skill set that includes Wealth Management, Investment Management, Retirement Planning, Strategic Financial Planning, Wealth and more. Dean Trudeau has 1 emails and 1 mobile phone numbers on RocketReach.