Nick Giannone Fin. Pl, AVA, TEP, CLU
As a financial planner with IG Private Wealth Management, Nick Giannone has developed entrepreneur-friendly expertise over the past two decades. His status as a securities-licensed, financial security advisor and consultant in group insurance plans, as well as his experience as a co-owner of an agri-food company, have provided him with a vast skillset tailored to the needs of the business community. This personal background has helped him develop the sensitivity required to understand the demands of affluent clients, to guide them effectively towards financial independence, and to protect their wealth at retirement. To maintain a high level of performance for clients, Nick is always on the lookout for novel financial planning practices and for ways to optimize his credentials by gaining new professional designations, some of which are recognized all over the world.
Pierre-Alexandre Joncas Fin. Pl
Prior to joining IG Wealth Management in 2012, Pierre-Alexandre earned a bachelor’s degree in business administration from the Université du Québec à Trois-Rivières, where he pursued his twin passions for hockey and finance. As a top-tier athlete in the Québec Major Junior Hockey League, he developed fundamental skills, such as discipline, perseverance and teamwork. Soon after graduating, Pierre-Alexandre obtained his financial planner designation, followed by his securities license. He was recruited by Nick Giannone’s team in June 2019 to sustain the growth of the business, while ensuring a professional and competent succession for clients.
Marie-Eve Bouchard
Early on in her career, Marie-Ève worked as a security officer in bank transport, biological sciences and health. This diversified background enabled her to acquire multipurpose skills and experience that have proven highly useful in the field of finance. Marie-Ève was attracted by the team’s considerate and collaborative culture, and driven to complete her training in this field. She is eager to learn and to take up new challenges. By using her effectiveness, discipline
and organizational skills in support of our financial planning practice, she is providing top notch service to our clients.
Paul Bourdeau MBA, CFA
As a financial advisor at IG Private Wealth Management, Paul has developed over the years a financial market expertise necessary to help clients achieve their investment goals. His years as a bond manager allowed him to develop a strong understanding of the economy, essential for predicting interest rates. His experience will help you grow your wealth and protect it during challenging market times. A valuable asset to our team, he will guide you in optimizing your investments from a tax perspective.
He holds the Chartered Financial Analyst (CFA) designation, one of the most recognized credentials in the financial sector, is a candidate for the financial planner designation, and has an MBA from Concordia University. With over 25 years of experience working with high-net-worth individuals, foundations, and corporations as a domestic and international bond manager, he also spent 15 years as a portfolio manager, overseeing assets exceeding one billion dollars for institutional clients (mutual funds, foundations, and high-value clients).