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Erik Weldon
Senior Equity Analyst at Allard, Allard & Associes
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Work Experience
Senior Equity Analyst
Jan 2016 - Present · 8 years and 11 months
Associate, Mid-Market Investment Banking
Aug 2011 - Dec 2015 · 4 years and 4 months
Associate Portfolio Manager
Jul 2010 - Jul 2011 · 1 years
Company Details
Since 1995, we have been providing discretionary portfolio management for private investors. Our clientele comprises entrepreneurs, retirees, artists, foundations and professionals in various sectors Our remarkable track record is very much due to the loyalty we have towards our clients and the thoroughness of our management. Our eyes are on but one goal: to help our clients meet their financial objectives by managing their investments with discipline and in keeping with their respective circumstances.
Year Founded
1995
Social Media
Linkedin
Industry
Investment Management
HQ Location
1100 Boulevard René-Lévesque O Bureau 1838 Montréal , Québec H3B 4N4, CA
Keywords
Gestionnaire de portefeuilleConseiller en placementPortfolio managerand Investment counsel
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