Profil
Mr. Luc Grenier, CFA, is an Investment Advisor, Financial Security Advisor & Portfolio Manager at CIBC World Markets, Inc. He provides wealth management advice to a private clientele consisting of families, professionals, business leaders and foundations.
Mr. Grenier acts as a specialist in Canadian and global equity portfolio management, but he also uses his past experience as an institutional portfolio manager on all aspects of client portfolio management (bonds, preferred securities, convertible debentures, options and futures, structured products) to create customized portfolios for clients.
Mr. Grenier has more than 20 years' experience in the financial sector.
Mr. Grenier was previously employed as a Portfolio Manager by Industrial Alliance Investment Management, Inc.
He received his Bachelor of Finance degree from HEC Montréal.
Postes actifs de Luc Grenier
| Sociétés | Poste | Début |
|---|---|---|
CIBC World Markets, Inc. (Private Banking)
CIBC World Markets, Inc. (Private Banking) Investment ManagersFinance CIBC-PB develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Analyst-Equity | 01/05/2009 |
Anciens postes connus de Luc Grenier
| Sociétés | Poste | Fin |
|---|---|---|
Industrial Alliance Investment Management, Inc.
Industrial Alliance Investment Management, Inc. Investment ManagersFinance iAIM provides low-cost, actively managed access to the full spectrum of equity opportunities and low-risk, investment grade fixed-income securities. The firm invests in global public and fixed income markets around the world. | Analyst-Equity | - |
Formation de Luc Grenier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Industrial Alliance Investment Management, Inc.
Industrial Alliance Investment Management, Inc. Investment ManagersFinance iAIM provides low-cost, actively managed access to the full spectrum of equity opportunities and low-risk, investment grade fixed-income securities. The firm invests in global public and fixed income markets around the world. | Finance |
HEC Montréal
HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIBC World Markets, Inc. (Private Banking)
CIBC World Markets, Inc. (Private Banking) Investment ManagersFinance CIBC-PB develops an investment strategy for their clients based on each client's financial goals, time horizon and risk tolerance. | Finance |
















