Pl Dave Dion's Location
Beloeil, QC, CA
Pl Dave Dion's Work
- Directeur Principal - Planification Financière @ Samara
- Conseiller en sécurité financière @ Services de succession et d'assurances Assante
- Associé Senior @ Céos Family Office
- Associé Senior @ Stonegate Conseil Privé
- Directeur de succursale @ Assante Gestion de Patrimoine
- Conseiller en placements @ Assante Gestion de Patrimoine
- Conseiller en sécurité financière @ Force financière Excel
Pl Dave Dion's Education
- Université de Sherbrooke
BAA (Administration)
2004 - 2007 - Cégep de Saint-Hyacinthe
Technique Administrative (Concentration Finance)
2001 - 2004
Pl Dave Dion's Skills
- Estate Planning
- Investissements
- Investment Strategies
- Investments
- Risk Management
- French
- Strategic Planning
- Financial Analysis
- Wealth Management
- Mutual Funds
Pl Dave Dion's Summary
Pl Dave Dion, based in Beloeil, QC, CA, is currently a Directeur Principal - Planification Financière at Samara Multi-Family Office, bringing experience from previous roles at Services de succession et d'assurances Assante, Céos Family Office, Stonegate Conseil Privé and Gestion de capital Assante Ltée. Pl Dave Dion holds a 2004 - 2007 BAA in Administration @ Université de Sherbrooke. With a robust skill set that includes Estate Planning, Investissements, Investment Strategies, Investments, Risk Management and more, Pl Dave Dion contributes valuable insights to the industry.
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