M. Sc. · CFA · Pl. Fin.
Guillaume Painchaud
Wealth Advisor and Portfolio Manager
Guillaume joined National Bank in February 2017, where he held the position of senior analyst. He was notably responsible for developing corporate financial planning software and designing a goals-based investment solution for clients.
A graduate of the double major in mathematics and physics from the Université de Montréal, he holds a Master in Management — Financial Engineering from HEC Montréal. A CFA charterholder, a high distinction in the finance industry, Guillaume went on to earn the Financial Planner designation from the Institut québécois de planification financière (IQPF).
Since June 3, 2019, Guillaume has been responsible for portfolio modelling, security monitoring and the development of various systems, with a constant focus on improving the team’s client service. He is also responsible for preparing your financial projections. His mathematical background is sure to add value!
- Portfolio modelling
- Financial planning
- Financial projections
- Financial engineering
- Double major in mathematics and physics — Université de Montréal
- Master in Management — Financial Engineering, HEC Montréal
- Chartered Financial Analyst (CFA)
- Financial Planner — Institut québécois de planification financière (IQPF)
- French
- English
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.