skip to Main Content

avril, 2018

12avr5:30 PM9:00 PMDinner - Dialogue with Our LeadersCFA Montréal

Détails

How do Multi-Family Offices manage their clients’ assets

Panelists

Normand Coulombe, CPA, CA, CFA, Founder and President, iNFiNi-t Wealth Management Advisers Inc.

Bill Healy, M.Sc., CFA, Managing Director, Chief Investment Officer, Patrimonica Asset Management inc.

Mindy Mayman, B.A. Économie, Pl.Fin., FMA, CIM, Partner, Richter Family Office

Sam Younès, CFA, MBA, MA, President and CEO, Altium Wealth Architecture

Moderator

Mario Lavallée, CFA, Professor, Université de Sherbrooke

Heure

(Jeudi) 5:30 PM - 9:00 PM

Adresse

The Windsor

1170 Peel Street

Organisateur

CFA Montréal

Back To Top
X
X