Adrien Bosc
Associate Wealth Advisor, Portfolio Manager @Pwl Capital Inc
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WORK HISTORY
Associate Wealth Advisor, Portfolio Manager @Pwl Capital Inc
ABOUT ADRIEN BOSC
With over ten years of experience in the financial industry, I am a bilingual Associate Wealth Advisor at PWL Capital. I hold the Certified Financial Planner® and Chartered Investment Manager designations, as well as the Diplôme de planificateur financier from IQPF. I have a strong expertise in financial planning, portfolio management and client relationships. I help clients achieve their financial goals by providing personalized advice, tailored portfolios and comprehensive planning. I am passionate about delivering exceptional service, building long-term relationships and empowering clients to make informed decisions. I value integrity, collaboration and innovation.
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