Nicolas Daigle, CFA

Working in the financial field since 2013, I have held several positions including that of financial analyst for major Canadian financial institutions. I also worked as a business development manager at Manulife Investment Management where my role was mainly to help investment advisors optimize their portfolio models.

Academically, I hold a Bachelor of Business Administration with a specialization in finance from the University of Sherbrooke. I also hold the prestigious title of Chartered Financial Analyst (CFA).

With a keen interest in economics, financial markets and portfolio management, my role is to build investment portfolios that reflect my clients. My solutions take into account your needs, objectives and risk profile. I also examine your tax situation to optimize your returns.