Derek Clusiault's Location
Winnipeg, MB, CA
Derek Clusiault's Work
- Products and Platforms @ West Oak Family Office
- Compliance Supervisor @ West Oak Family Office
- Manager Supervision @ West Oak Family Office
- President @ Summit Exteriors Ltd
- Vice-President and Portfolio Manager @ Corbeil Boudreau Groupe Financier
- Portfolio Manager @ CIBC
- Portfolio Manager @ Scotiabank
- Relationship Manager @ Scotiabank
- Fixed Income and Mortgage Analyst @ Investors Group
- Group RSP Analyst @ Great-West Life
Derek Clusiault's Education
- University of Manitoba
Bachelor of Commerce (B.Com. Hons.) (Finance and Marketing)
1994 - 1997 - The University of Winnipeg
(general arts, psychology, sociology and math)
1992 - 1994 - River East Collegiate
High School
1990 - 1992
Derek Clusiault's Skills
- Wealth Management
- Portfolio Management
- Investment Advisory
- Investment Strategies
- Risk Management
- Asset Allocation
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Credit
Derek Clusiault's Summary
Derek Clusiault, based in Winnipeg, MB, CA, is currently a Products and Platforms at Wellington-Altus Private Wealth, bringing experience from previous roles at Wellington-Altus Private Wealth, Summit Exteriors Ltd and National Bank Financial. Derek Clusiault holds a 1994 - 1997 Bachelor of Commerce (B.Com. Hons.) in Finance and Marketing @ University of Manitoba. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Advisory, Investment Strategies, Risk Management and more, Derek Clusiault contributes valuable insights to the industry. Derek Clusiault has 2 emails on RocketReach.
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