David Beausejour
CPA, Pl.Fin.

My Background

It is with great enthusiasm that David joined our team in 2022. A graduate of HEC Montreal in accounting, he holds the title of Chartered Professional Accountant (CPA) as well as the title of financial planner (F. Pl.) He is passionate about the outdoors and spends his free time in the mountains enjoying each of the seasons. His strong interest in personal finance and customer service convinced him to join the wealth management industry. He wishes to support clients in the creation and management of their assets. According to him, a solid financial plan as well as rigorous savings are the basis of success.