Dean Trudeau
Founder Portfolio Manager @Opes Family Advisory
Ottawa, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2011 — Present
Founder Portfolio Manager @Opes Family Advisory
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Ottawa, ON, CA
EDUCATION
1982 — 1987
Dalhousie University
B.Comm, Finance
N/A
Canadian Association of Financial Planners
Certified Financial Planner - CFP, Financial planning
SKILLS
Private Client ServicesInvestment ManagementStrategic Financial PlanningSecuritiesFinancial AdvisoryFinancial PlanningPortfolio ManagementEtfsEstate PlanningFinancial ServicesWealth ManagementRetirement PlanningAlternative InvestmentsRetirementWealth AccumulationHigh Net Worth IndividualsInvestment StrategiesSudden MoneyMutual FundsInvestmentsPersonal Financial PlanningAsset AllocationAsset ManagementWealthFinancial PlannersWealth Management ServicesInvestment Advisory
ABOUT DEAN TRUDEAU
Most Executives spend their working lives in their career, while in turn neglecting their…
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