Mathieu Paradis, B.Comm.,CFP® , CIM®, CLU, FMA

Mathieu Paradis, B.Comm., CFP® , CIM®, CLU, FMA
Portfolio Manager
Industrial Alliance Securities Inc.

Mathieu entered the financial industry in 2002 and his passion and skill for crafting financial plans and managing investments led him to join Wealth Strategies. Mathieu is a rare find in that he has over ten years of industry experience, extensive education and most importantly, many years ahead to work with his clients.

Mathieu works primarily with households that have over $350,000 of investment assets.

Mathieu has quickly become a sought after financial planning expert and has appeared in publications such as the Ottawa Citizen, Globe and Mail, Canadian Business, Advisor's Edge, Advisor.ca and on CBC Radio One.

Believing in his community, Mathieu is a frequent platelet donor and has been involved with Special Olympics, the Shepherds of Good Hope Soup Kitchen, and the Exceptional People's Olympiad. In 2009 Mathieu was selected as an assistant coach for track and field at the Special Olympics Ontario Summer Games. Mathieu married his wonderful wife Julie in 2010 and they are fortunate to enjoy life’s daily adventures with their two children Quinlyn and Everett.

Education and designations:

  • Chartered Investment Manager, CIM®
  • CERTIFIED FINANCIAL PLANNER, CFP®
    • Comprehensive financial planning
  • Chartered Life Underwriter, CLU
    • Advanced estate and insurance planning
    • John Tory Award, top CLU exam marks in the country
  • Financial Management Advisor, FMA
    • Advanced planning for high net worth individuals
  • Bachelor of Commerce, Finance, University of Ottawa
    • University of Ottawa Gold Medal, top graduate

Contact Mathieu

 

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Abboud and Mathieu Paradis for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. Robert Abboud and Mathieu Paradis can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . Wealth Strategies is a personal trade name of Robert Abboud and Mathieu Paradis.

                                              

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