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Marcello Varano, B.A., CIM®
Languages: French, English, Italian
Marcello Varano holds a bachelor’s degree in political science from Concordia University and the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. He offers expert investment advice to individuals, families, entrepreneurs and business owners. With over 15 years of experience in the financial sector, Mr. Varano has acquired a wide range of expertise, from investment management to wealth management.
Mr. Varano strives to build customized investment portfolios in line with his clients’ investor profiles. He will guide and support you every step of the way, from analyzing your needs to mapping out your investment strategy.
Mr. Varano knows how important it is for clients to have customized portfolios. He will fully analyze your needs and carefully select your investments to ensure asset diversification and tax optimization. You can count on him to manage your finances with integrity and professionalism.
Biographies of my colleagues
Maxime Bédard, BBA
T 514-281-9424 ext. 5022063
Languages: French, English
- Bachelor’s degree in business administration from HEC
- Completed the Canadian Securities Course, Conduct and Practices Handbook Course and Derivatives Fundamentals and Options Licensing Course from the Canadian Securities Institute
- Currently working towards becoming a Chartered Investment Manager (CIM®)
With his training and experience in discount brokerage, Maxime is able to see the big picture of his clients’ situations.
Maxime channels a passion for financial analysis, and is committed to fine-tuning his skills by regularly monitoring and reading various trade media.
With his excellent customer service skills, Maxime follows up personally with each client, and oversees the team’s logistical and administrative aspects.