Languages: French, English, Italian
Mr. Colella has more than 18 years’ experience as an investment advisor. Continuing with his ongoing professional development, he has completed the basic Canadian Securities Institute courses in securities, licences and options. His client base consists of affluent people, including many entrepreneurs, corporate executives and health care professionals.
Previously an advisor at Professionals Financial, a company offering specialized services to health care professionals, Mr. Houle supervised accounts totalling more than $90 million.
His role on the team is to put forth long-term investment strategies, optimizing every aspect of financial planning. For this purpose, he works jointly with a multidisciplinary teamFootnote 1. He maintains close relationships with medical and dental associations, hospitals and pharmacy franchises.