With 10 years experience in financial services at large brokerage firms, Allan is well positioned to provide Claveau Group with a thorough understanding of the investment and portfolio management sectors.
He works closely with Johanne Claveau in developing, executing and monitoring investment strategies for our clients’ portfolios. In his work, Allan follows a disciplined methodology based on objective analyses of factors that can impact our medium and long-term investments.
In addition to holding a Bachelor of Finance degree from Concordia University, Allan is a Chartered Financial Analyst (CFA), which certifies his adherence to the highest standards in finance and investment.