Mathieu Huot M Fisc, Pl Fin
About Mathieu Huot M Fisc, Pl Fin
Mathieu Huot M Fisc, Pl Fin is a financial planner with extensive experience in creating specialized financial and tax strategies. He currently works at IG Wealth Management and has held various roles in the financial sector since 2006.
Work at IG Wealth Management
Mathieu Huot has been employed at IG Wealth Management since 2017, serving as a Planificateur financier. In this role, he provides comprehensive financial planning services in the Repentigny-Terrebonne area. His responsibilities include developing specialized financial and tax strategies tailored to meet the unique needs of his clients. His tenure at IG Wealth Management has allowed him to leverage his extensive experience in financial planning to assist clients in achieving their financial goals.
Previous Experience in Financial Planning
Prior to his current role, Mathieu Huot worked at several financial institutions. He was a Planificateur Financier at Desjardins from 2006 to 2009. He also held the position of Fiscaliste et planificateur financier at SFL partenaire de Desjardins Sécurité financière for one year in 2010. Following that, he spent six years at Financière des professionnels as a Fiscaliste-Planificateur financier until 2017. Additionally, he briefly worked as a Conseiller Investissement et retraite at Desjardins in 2009.
Education and Expertise
Mathieu Huot has a solid educational background in financial planning and taxation. He studied at the Université de Sherbrooke, where he earned a Maitrise en Fiscalité from 2009 to 2010. He also completed his Titre de planificateur financier at IQPF in 2007. Furthermore, he studied at the Canadian Securities Institute, achieving the CIM designation from 2014 to 2017. His education equips him with the knowledge necessary to create effective financial strategies.
Involvement with IQPF
Since 2017, Mathieu Huot has served as an Administrateur du conseil d'administration de l'Institut québécois de planification financière (IQPF). In this capacity, he contributes to the governance and strategic direction of the organization, which is dedicated to advancing the profession of financial planning in Quebec. His role at IQPF reflects his commitment to the financial planning community and his dedication to professional development.
Background
Mathieu Huot began his academic journey at UQAM | Université du Québec à Montréal, where he completed a Baccalauréat en administration des affaires from 2004 to 2007. His foundational education in business administration provided him with essential skills that he later applied in his financial planning career. Over the years, he has built a diverse career in financial services, focusing on tax planning and investment strategies.