Profil
Mr. Steve Lamontagne is an Advisor & Financial Planner at Fonds des Professionnels, Inc.
Prior to joining Fonds des Profesionnels in 2007, Mr. Lamontagne has worked in financial companies for more than 10 years as a financial planner, a personal banker, a financial services manager and an investment advisor.
Mr. Lamontagne has a Bachelor of Business Administration (Finance) from the Université de Sherbrooke, is a graduate of the Institut québécois de planification financière and has successfully completed the Canadian Securities Institute course.
Anciens postes connus de Steve Lamontagne
| Sociétés | Poste | Fin |
|---|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Steve Lamontagne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Finance |
University of Sherbrooke
University of Sherbrooke Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















