Dialogue with our leaders
Dinner
Please contact us for the waiting list: activity@cfamontreal.org
How do Multi-Family Offices manage their clients' assets
PANELISTS
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NORMAND COULOMBE, CPA, CA, CFA Founder and President iNFiNi-t Wealth Management Advisers Inc. |
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BILL HEALY, M.Sc., CFA Managing Director, Chief Investment Officer Patrimonica Asset Management inc. |
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MINDY MAYMAN, B.A. Économie, Pl.Fin., FMA, CIM Partner Richter Family Office |
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SAM YOUNÈS, CFA, MBA, MA President and CEO Altium Wealth Architecture |
MODERATOR
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MARIO LAVALLÉE, CFA Professor Université de Sherbrooke |
Broadcasting partner:
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