Sylvain B. Tremblay
Président chez Institut Québécois de Planification Financière
Profil
Mr. Sylvain B.
Tremblay is a Vice President of Private Wealth Management at Optimum Asset Management, Inc. and a Chairman at Institut Québécois de Planification Financière.
He has over 28 years of experience in the financial services sector, including 13 years as an advisor to doctors.
Before joining our team, Mr. Tremblay held various positions for eight years at MD Management Limited, including the last four years as Manager of the Montreal regional office.
He began working with the medical profession at Société de Gestion Médicad, where he was a Financial Planner for four years.
He was also Assistant Vice-President, Private Management, at Montrusco Bolton for a short period.
He received his undergraduate degree from Université Laval and an MBA from Université Laval.
Postes actifs de Sylvain B. Tremblay
| Sociétés | Poste | Début |
|---|---|---|
Optimum Asset Management, Inc.
 Optimum Asset Management, Inc. Investment ManagersFinance Optimum Asset Management, Inc. (OAM) is a Canadian investment management firm headquartered in Montreal, Quebec. The firm was founded in 1985 and is a subsidiary of Optimum Holdings, Inc., ultimately held by Gampoti, Inc. OAM provides portfolio management services to pension funds, corporations, insurance companies, foundations, religious orders, professional associations and private clients. They also manage the Optimum family of mutual funds. OAM is a signatory of the United Nations Principles for Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | 01/05/2007 |
Institut Québécois de Planification Financière
 Institut Québécois de Planification Financière Miscellaneous Commercial ServicesCommercial Services Institut Québécois de Planification Financière operates as a financial planners company. The company is headquartered in Montréal, Canada. | Président | - |
Anciens postes connus de Sylvain B. Tremblay
| Sociétés | Poste | Fin |
|---|---|---|
Montrusco Bolton, Inc.
 Montrusco Bolton, Inc. Financial ConglomeratesFinance Montrusco Bolton, Inc. provided investment services. The company was headquartered in Montreal, Canada. | Corporate Officer/Principal | - |
MD Management Ltd.
 MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Corporate Officer/Principal | - |
Formation de Sylvain B. Tremblay
| Université Laval | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Optimum Asset Management, Inc.
Optimum Asset Management, Inc. Investment ManagersFinance Optimum Asset Management, Inc. (OAM) is a Canadian investment management firm headquartered in Montreal, Quebec. The firm was founded in 1985 and is a subsidiary of Optimum Holdings, Inc., ultimately held by Gampoti, Inc. OAM provides portfolio management services to pension funds, corporations, insurance companies, foundations, religious orders, professional associations and private clients. They also manage the Optimum family of mutual funds. OAM is a signatory of the United Nations Principles for Responsible Investment (UNPRI). | Finance |
MD Management Ltd.
MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Finance |
Montrusco Bolton, Inc.
Montrusco Bolton, Inc. Financial ConglomeratesFinance Montrusco Bolton, Inc. provided investment services. The company was headquartered in Montreal, Canada. | Finance |
Institut Québécois de Planification Financière
Institut Québécois de Planification Financière Miscellaneous Commercial ServicesCommercial Services Institut Québécois de Planification Financière operates as a financial planners company. The company is headquartered in Montréal, Canada. | Commercial Services |
