Jonathan Therrien Email

Conseiller en gestion de patrimoine @ Ruah Azancot Wealth Management

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Jonathan Therrien Location

Montreal, QC, CA

Jonathan Therrien Work

2024 - now Conseiller en gestion de patrimoine @
2017 - 2024 Planificateur financier @
2020 - 2023 Trésorier @
2015 - 2017 Conseiller en finances personnelles @
2014 - 2015 Conseiller jeunesse @
2012 - 2014 Conseiller services aux membres @

Jonathan Therrien Education

IQPF
Pl. Fin. (Financial Planning and Services)
2021 - 2021
Canadian Securities Institute
Cours sur le commerce des valeurs mobilières au Canada (Investments and Securities)
2018 - 2019
École des sciences de la gestion (ESG UQAM)
Certificat en dynamiques entrepreneuriales (Entrepreneurship/Entrepreneurial Studies)
2017 - 2018
École des sciences de la gestion (ESG UQAM)
Certificat en administration (Business Administration and Management, General)
2015 - 2016
École des sciences de la gestion (ESG UQAM)
Certificat en planification financière (Planification et services financiers)
2013 - 2015
Cégep Montmorency
DEC - Conseil en assurances et services financiers (Planification et services financiers)
2009 - 2013

Jonathan Therrien Skills

Services financiers
Conseil financier
Placement
Financement
Finance
Analyse financière
Banque
Crédit
Service client
Investissements
Entrepreneuriat
Assurances

Jonathan Therrien Summary

Jonathan Therrien, based in Montreal, QC, CA, is currently a Conseiller en gestion de patrimoine at iA Gestion privée de patrimoine. Jonathan Therrien brings experience from previous roles at Gestion de patrimoine Assante, SQRP - Société québécoise de la rédaction professionnelle and Desjardins. Jonathan Therrien holds a 2021 - 2021 Pl. Fin. in Financial Planning and Services @ IQPF. With a robust skill set that includes Services financiers, Conseil financier, Placement, Financement, Finance and more. Jonathan Therrien has 1 emails on RocketReach.

Jonathan Therrien Emails

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Top Ruah Azancot Wealth Management Employees

Frederic Paquette

Vice-président exécutif, Affaires et ventes nationales - EVP Business and National Sales

Montreal, QC, CA

gmail.com
iaprivatewealth.ca

+1 514-499-XXXX

Vilma Jones

Managing Director and Co-Head of Equity Capital Markets

Toronto, ON, CA

gmail.com
iaprivatewealth.ca

+1 416-864-XXXX
+1 507-581-XXXX
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Pierre-François Roy

Managing Director and Co-Head of Equity Capital Markets

Montreal, QC, CA

iaprivatewealth.ca

+1 819-377-XXXX
+1 819-609-XXXX

Robert Mulrooney

Senior Investment Advisor

Courtenay, BC, CA

iaprivatewealth.ca

Kathryn Dingwall

Regional Vice President, Central and Eastern Ontario and Manitoba

Toronto, ON, CA

iaprivatewealth.ca

+1 416-864-XXXX

Alexandre Beaulieu

Conseiller en placement

Brossard, QC, CA

iaprivatewealth.ca

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