about Lucien Blais
Holder of a Master's in Business Administration (MBA) for managers from the École des sciences de la gestion de l’Université du Québec à Montréal, I successfully completed the Canadian Securities Course, as well as the Conduct and Practices Handbook Course. I earned the title of Financial Planner (F.Pl.) as well as a certificate in Personal Financial Planning. I also hold the Chartered Investment Manager (CIM®) designation awarded by the Canadian Securities Institute.
MY PROFESSIONAL BACKGROUND
I have over 30 years of experience in the financial area. During my career, I have held several positions, namely Customer Service Agent and Branch Manager. Since 1991, I have been employed by the Fédération des caisses Desjardins du Québec, where I have worked as a financial planner and a financial advisor to individuals and businesses. I joined the Desjardins Private Wealth Management team in 2007 as a Private Wealth Manager.
MY ROLE WITHIN YOUR ENTOURAGE
As a Private Wealth Manager, I am your main advisor. I therefore
maintain a close relationship and daily
contact with you. I have a perfect understanding of your needs and a broad
picture of your financial
affairs. When a specialist becomes involved, I make sure he or she meets each
of the goals set out in
your financial plan.
I work closely with the various specialists in your support team. Instead of each of us working independently to manage a single aspect of your financial affairs, we consider your financial picture as a whole. That means we take care of the professional, private and family aspects of your activities. This coordinated management style enables us to obtain optimal results.
I am highly skilled in the various strategies and management styles we offer investors. Furthermore, I have a solid understanding of the investment fund industry and leading portfolio management companies, both nationally and internationally. I also possess extensive knowledge of capital markets and of the various investment tools available on the market.
