Financière Banque Nationale
Michel Beaulieu, B.A.A., Pl.fin., CIM, has over three decades of experience in the financial services industry. Currently serving as a Conseiller en gestion de patrimoine at Financière Banque Nationale since June 2011, Michel previously held the position of Conseiller en placement at BMO Nesbitt Burns from 2001 to 2011. Earlier roles include Coordonnateur at Desjardins from 1996 to 2001 and Directeur service clientèle et administration at Banque Nationale from 1988 to 1996. Educational qualifications include a Baccalauréat in Administration des affaires from Université du Québec à Rimouski, a Diplôme d'études collégiales in Sciences administratives from Cégep de Rimouski, and certifications from the Canadian Securities Institute in Gestionnaire de placements agréé (CIM) and Titre de planificateur financier from the Institut québécois de planification financière.
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Financière Banque Nationale
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Lévesque Beaubien Geoffrion is a full-service investment dealer, and its Investment Advisors are well-equipped to accommodate all of an individual's financial needs. Lévesque Beaubien Geoffrion is active in the institutional equity and fixed income markets, and its association with the National Bank of Canada has enhanced the firm's capacity to serve U.S. as well as Canadian institutional markets. With a capital base in excess of $160 million, Lévesque Beaubien Geoffrion is able to act as manager or co-manager for any Canadian securities offering, and the backing of its majority shareholder allows it to compete for international financings. Lévesque Beaubien Geoffrion also acts as advisor for numerous merger and acquisition transactions.