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

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

Portfolio Manager, iA Private Wealth

Insurance Advisor, Hollis Insurance

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 three children Quinlyn, Everett and Lincoln.

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

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where they are registered.

*Insurance products are provided through Hollis Insurance. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.

 

                                              

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