Jean-Pascal Bruneau Email & Phone Number
Portfolio Manager, Assante | Sommet Financial Management @ CI Assante Wealth Management
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Jean-Pascal Bruneau Location
- Laval, QC, CA
Jean-Pascal Bruneau Work
- 2023 -now Portfolio Manager, Assante | Sommet Financial Management @
- 2018 -now Financial Security Advisor @
- 2018 -2023 Investment Advisor, Assante | Sommet Financial Management @
- 2016 -2018 Manager, Wealth Management Solutions Group @
- 2013 -2015 Regional Sales Manager, Wealth Management @
- 2010 -2012 Senior Investment Consultant @
- 2009 -2010 Regional Manager, Investments @
- 2006 -2008 Manager, Retirement and Investment Services @
- 2005 -2006 Consultant, Advisor Relations @
- 2003 -2004 Associate, Business Development @
- 2001 -2003 Sales Coordinator @
Jean-Pascal Bruneau Education
- Responsible Investing Association
Responsible Investment Specialist
2022 - Canadian Securities Institute
Certificate in Estate Planning and Trust Strategy (Financial Planning and Services)
2018 - Canadian Securities Institute
Chartered Investment Manager (CIM)
2017 - Canadian Securities Institute
Certificate in Advanced Investment Advice
2014 - Canadian Securities Institute
Branch Manager Course (BMC)
2011 - Canadian Securities Institute
Canadian Securities Course (CSC)
2006 - Autorité des marchés financiers (AMF)
Life and Health Insurance
2006 - IFSE Institute
Canadian Investment Funds Course (CIFC)
2003 - Concordia University
Bachelor of Arts (B.A.) (Honors, Political Science)
- École de formation professionnelle Rochebelle, Québec
Sales and Professional Representation Certificate
- Collège de Lévis-Lauzon
Diplôme d'études collégiales (D.E.C.) (Sciences humaines)
Jean-Pascal Bruneau Summary
- Jean-Pascal Bruneau, based in Laval, QC, CA, is currently a Portfolio Manager, Assante | Sommet Financial Management at Assante Capital Management. Jean-Pascal Bruneau brings experience from previous roles at Sommet Groupe Financier, Assante Capital Management, National Bank Financial and Great-West Life. Jean-Pascal Bruneau holds a Responsible Investment Specialist @ Responsible Investing Association. Jean-Pascal Bruneau has 2 emails on RocketReach.
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