BBA, CIM®, DMS, FMA
Conseiller en gestion de patrimoine principal et gestionnaire de portefeuille
As a Senior Wealth Advisor and Senior Portfolio Manager, Omar is responsible for analysis, construction and execution of portfolio models and provides investment advice to clients. As co-founder of Shipton Duric & Associates, Omar is responsible for strategic direction and business development for the practice.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.