Denis Bisson Email & Phone Number
Independent Portfolio Manager @ TvH Wealth
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Denis Bisson Location
- Burlington, ON, CA
Denis Bisson Work
- 2024 -now Independent Portfolio Manager @
- 2022 -now Independent Portfolio Manager and Certified Financial Planner @
- 2015 -2022 Certified Financial Planner and Advisor @
- 2010 -2013 VP, Business Services (Operations) @
- 2002 -2010 VP, Marketing and Client Services @
- 1990 -2001 Manager, Marketing and Client Services - Mutual Funds @ Jones Heward Investment Management (BMO Division)
- 1989 -1990 Group Pension Administrator @
Denis Bisson Education
- Heriot-Watt University
MBA
2000 - Université Laval
Certificat en Science Politique
1988 - University of Toronto Mississauga
BA (Political Science and Government)
1987
Denis Bisson Skills
- Retirement Planning
- Portfolio Management
- Investments
- Risk Management
- Financial Services
- Asset Management
- Mutual Funds
- Fixed Income
- Business Analysis
- Equities
- Banking
- Back Office
- Financial Modeling
- CRM
- Operations Management
- Derivatives
- Manage Client Relationships
- Trading Systems
- Relationship Management
- Business Relationship Management
- Market Data
- Charles River IMS
- System Implementations
- Financial Planning
- Estate Planning
- Insurance Planning
Denis Bisson Summary
- Denis Bisson, based in Burlington, ON, CA, is currently a Independent Portfolio Manager at TvH Wealth. Denis Bisson brings experience from previous roles at Raintree Wealth Management Inc., IG Wealth Management, BMO Global Asset Management (formerly Jones Heward Investment Counsel) and Jones Heward Investment Counsel. Denis Bisson holds a MBA @ Heriot-Watt University. With a robust skill set that includes Retirement Planning, Portfolio Management, Investments, Risk Management, Financial Services and more. Denis Bisson has 2 emails and 1 mobile phone numbers on RocketReach.
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