Director, Private Wealth

Functions

Prepares financial planning mandates and monitors the portfolios of private wealth clients.

Formation

  • Canadian Securities Cours - CSI (2012)
  • Financial Planner - Institut Québécois de Planification Financière (2005)
  • Bachelor's degree by accumulation of certificates - HEC Montréal (2005)

Experience

Chantal Matos has more than 14 years of experience in the financial services sector. Before joining our team, she worked for Royal Bank as a Financial Planner, business development unit.

Ms. Matos also worked for Desjardins, where she held various administrative and business development positions.