Geneviève Lavallée's Location
Bridgenorth, ON, CA
Geneviève Lavallée's Work
- Investment Counsellor @ Kerr Financial Group
- VP, Family Office Services and Wealth Manager @ Dundee Corporation
- VP and Investment Counsellor @ BNY Mellon Wealth Management, Advisory Services
- Portfolio Manager and Fixed Income Analyst @ Cumberland Private Wealth Management
- Senior Vice President @ Morningstar
- Financial Economist @ Finance Canada / Finances Canada
- Tax Policy Analyst @ Finance Canada / Finances Canada
- Economist @ Finance Canada / Finances Canada
Geneviève Lavallée's Education
- Western University
MA (Economics)
1991 - 1992 - University of Ottawa
Bachelor of Social Science (Economics & Math)
1986 - 1991 - PPHS
Geneviève Lavallée's Skills
- Wealth Management
- Portfolio Management
- Investment Strategies
- Government
- Investments
- Bloomberg
- Asset Management
- Finance
- Bonds
- Fixed Income
Geneviève Lavallée's Summary
Geneviève Lavallée, based in Bridgenorth, ON, CA, is currently a Investment Counsellor at Kerr Financial, bringing experience from previous roles at Dundee Global Investment Management, BNY Mellon Wealth Management, Advisory Services, Cumberland Private Wealth Management and DBRS. Geneviève Lavallée holds a 1991 - 1992 MA in Economics @ Western University. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Strategies, Government, Investments and more, Geneviève Lavallée contributes valuable insights to the industry. Geneviève Lavallée has 1 email on RocketReach.
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