Julien Bruneau's Location
Westmount, QC, CA
Julien Bruneau's Work
- Senior Wealth Advisor @ CIBC Wood Gundy
- Senior Private Wealth Advisor, Private Banking 1859 @ Corbeil Boudreau Groupe Financier
- Manager - Service Delivery @ National Bank Independent Network
- Business Development and Relationship Management @ Claret Asset Management
- Investment Representative @ BMO Nesbitt Burns
- Team Leader @ BMO
- Relationship Manager @ BMO
Julien Bruneau's Education
- Canadian Securities Institute
Fellow of CSI (FCSI®)
- CFA Institute2010 - 2011
- Canadian Securities Institute
Chartered Investment Manager (CIM®)
- Université de Montréal - HEC Montréal
BComm. (Management)
2000 - 2003 - Collège Jean-de-Brébeuf
DEC (Medical Sciences)
1997 - 1999
Julien Bruneau's Skills
- Investments
- Wealth Management
- Asset Management
- Relationship Management
- Finance
- Portfolio Management
- Securities
- Business Development
- Team Leadership
- Leadership
Julien Bruneau's Summary
Julien Bruneau, based in Westmount, QC, CA, is currently a Senior Wealth Advisor at CIBC Wood Gundy, bringing experience from previous roles at National Bank Financial Private Banking 1859, National Bank Independent Network, Claret Asset Management and BMO Nesbitt Burns. Julien Bruneau holds a Fellow of CSI (FCSI®) @ Canadian Securities Institute. With a robust skill set that includes Investments, Wealth Management, Asset Management, Relationship Management, Finance and more, Julien Bruneau contributes valuable insights to the industry. Julien Bruneau has 4 emails on RocketReach.
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