Marc Bellefeuille Cfa Frm Cfp
Marc Bellefeuille is a seasoned financial professional specializing in wealth management for mid-market executives. With a steadfast commitment... | Toronto, Ontario, Canada
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Marc Bellefeuille Cfa Frm Cfp’s Emails ma****@bm****.com
Marc Bellefeuille Cfa Frm Cfp’s Phone Numbers No phone number available.
Social Media
Marc Bellefeuille Cfa Frm Cfp’s Location Toronto, Ontario, Canada
Marc Bellefeuille Cfa Frm Cfp’s Expertise Marc Bellefeuille is a seasoned financial professional specializing in wealth management for mid-market executives. With a steadfast commitment to his clients' success, Marc provides tailored strategies to overcome the challenges they face. Leveraging his expertise in tax planning, investment management, and estate planning, he helps clients maximize their wealth and achieve their financial goals. By optimizing tax strategies, crafting diversified portfolios, and offering comprehensive estate planning guidance, Marc ensures his clients' financial well-being. His unwavering dedication and ability to simplify complex financial concepts have earned him the trust of mid-market executives who rely on his expertise. With personalized solutions and a deep understanding of their needs, Marc continues to guide his clients towards financial prosperity, empowering them to thrive in their financial endeavors. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Private Wealth which is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates including BMO Nesbitt Burns Inc., BMO Private Investment Counsel Inc., and BMO Trust Company. Banking Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada https://www.bmo.com/nesbittburns/popups/disclaimer BMO Private Investment Counsel Inc. holds registrations with Canadian securities regulatory authorities. Investment Counsellors with BPIC are individually registered with their provincial securities commissions. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. 3 BMO Investments Inc. is a separate entity from BMO Private Wealth on behalf of which your BMO Private Banker provides mutual fund services. www.bmo.com/privatewealth BMO Investments Inc. is a Member of the Mutual Fund Dealers Association of Canada
Marc Bellefeuille Cfa Frm Cfp’s Current Industry Bmo Private Wealth
Marc
Bellefeuille Cfa Frm Cfp’s Prior Industry
Cibc Capital Markets
|
Monsterinsurance And Financial Planning
|
Rbc Wealth Management
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Manulife Private Wealth
|
Bmo Private Wealth
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Work Experience
Bmo Private Wealth
Portfolio Manager and Senior Investment Counsellor
Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Manulife Private Wealth
Portfolio Manager & Investment Counsellor
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Private Banker
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
Investment and Retirement Planner
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Monsterinsurance And Financial Planning
Vice President
Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc Capital Markets
IB Analyst
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Marc Bellefeuille Cfa Frm Cfp Email Addresses
FAQ About Marc Bellefeuille Cfa Frm Cfp
-
Marc Bellefeuille Cfa Frm Cfp is located at
Toronto, Ontario, Canada -
Marc Bellefeuille Cfa Frm Cfp is a
Marc Bellefeuille is a seasoned financial professional specializing in wealth management for mid-market executives. With a steadfast commitment to his clients' success, Marc provides tailored strategies to overcome the challenges they face. Leveraging his expertise in tax planning, investment management, and estate planning, he helps clients maximize their wealth and achieve their financial goals. By optimizing tax strategies, crafting diversified portfolios, and offering comprehensive estate planning guidance, Marc ensures his clients' financial well-being. His unwavering dedication and ability to simplify complex financial concepts have earned him the trust of mid-market executives who rely on his expertise. With personalized solutions and a deep understanding of their needs, Marc continues to guide his clients towards financial prosperity, empowering them to thrive in their financial endeavors. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Private Wealth which is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates including BMO Nesbitt Burns Inc., BMO Private Investment Counsel Inc., and BMO Trust Company. Banking Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada https://www.bmo.com/nesbittburns/popups/disclaimer BMO Private Investment Counsel Inc. holds registrations with Canadian securities regulatory authorities. Investment Counsellors with BPIC are individually registered with their provincial securities commissions. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. 3 BMO Investments Inc. is a separate entity from BMO Private Wealth on behalf of which your BMO Private Banker provides mutual fund services. www.bmo.com/privatewealth BMO Investments Inc. is a Member of the Mutual Fund Dealers Association of Canada Bmo Private Wealth -
Marc Bellefeuille Cfa Frm Cfp currently works in the
Bmo Private Wealth -
Marc Bellefeuille Cfa Frm Cfp specializes in
Marc Bellefeuille is a seasoned financial professional specializing in wealth management for mid-market executives. With a steadfast commitment to his clients' success, Marc provides tailored strategies to overcome the challenges they face. Leveraging his expertise in tax planning, investment management, and estate planning, he helps clients maximize their wealth and achieve their financial goals. By optimizing tax strategies, crafting diversified portfolios, and offering comprehensive estate planning guidance, Marc ensures his clients' financial well-being. His unwavering dedication and ability to simplify complex financial concepts have earned him the trust of mid-market executives who rely on his expertise. With personalized solutions and a deep understanding of their needs, Marc continues to guide his clients towards financial prosperity, empowering them to thrive in their financial endeavors. Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Private Wealth which is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates including BMO Nesbitt Burns Inc., BMO Private Investment Counsel Inc., and BMO Trust Company. Banking Services are offered through Bank of Montreal. BMO Nesbitt Burns is a Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada https://www.bmo.com/nesbittburns/popups/disclaimer BMO Private Investment Counsel Inc. holds registrations with Canadian securities regulatory authorities. Investment Counsellors with BPIC are individually registered with their provincial securities commissions. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. 3 BMO Investments Inc. is a separate entity from BMO Private Wealth on behalf of which your BMO Private Banker provides mutual fund services. www.bmo.com/privatewealth BMO Investments Inc. is a Member of the Mutual Fund Dealers Association of Canada -
Marc Bellefeuille Cfa Frm Cfp speaks the following languages:
No languages available. -
Marc Bellefeuille Cfa Frm Cfp has prior experience in the following industries:
Manulife Private Wealth , Rbc Wealth Management , Rbc Wealth Management , Monsterinsurance And Financial Planning , Cibc Capital Markets -
Marc Bellefeuille Cfa Frm Cfp has the following professional experience:
Bmo Private Wealth , Manulife Private Wealth , Rbc Wealth Management , Rbc Wealth Management , Monsterinsurance And Financial Planning , Cibc Capital Markets . -
You can view Marc Bellefeuille Cfa Frm Cfp’s
LinkedIn profile at LinkedIn URL. -
Marc Bellefeuille Cfa Frm Cfp’s work email addresses are
[email protected] . -
Marc Bellefeuille Cfa Frm Cfp works at
Bmo Private Wealth
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