CFP®, CIM®
Conseiller en gestion de patrimoine
Eric understands the importance of teamwork and coaching. He brings this mindset to his work with AGES Wealth Management clients. He holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and uses his knowledge of behavioural finance to help bring clients’ goals to life.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.