Vincent Morin, M. Sc., Cfa
About Vincent Morin, M. Sc., Cfa
Vincent Morin, M. Sc., CFA, is a Wealth Planning Specialist at Investors Group Securities Inc. in Sherbrooke, Quebec, with over a decade of experience in the financial services industry and a strong background in securities planning and financial advising.
Work at Investors Group Securities Inc.
Vincent Morin has been employed at Investors Group Securities Inc. as a Wealth Planning Specialist since 2018. In this role, he specializes in creating personalized financial strategies for clients. Prior to his current position, he worked as a Securities Planning Specialist at the same company from 2015 to 2018. His experience at Investors Group has contributed to his extensive knowledge in wealth planning and financial advising.
Education and Expertise
Vincent Morin holds a Master's Degree in Finance from Université de Sherbrooke, which he completed from 2014 to 2015. He also earned a Bachelor's Degree in Finance from the same institution, studying from 2011 to 2014. Additionally, he holds the Chartered Financial Analyst (CFA) designation, which demonstrates his expertise in investment analysis and portfolio management.
Background in Financial Services
Vincent Morin has over a decade of experience in the financial services industry. His career began with an internship at Fidelity Investments in 2013, followed by roles at Uni-Select Inc. and Hydro-Québec. He also gained valuable experience as an Intern Financial Advisor at Investors Group in 2014. His diverse background includes both practical financial advising and academic instruction in portfolio management.
Teaching Experience at Université de Sherbrooke
In 2017, Vincent Morin served as a Chargé de cours at Université de Sherbrooke, where he taught a course on portfolio management. This role allowed him to share his knowledge and experience in finance with students, further enhancing his expertise in the field. His teaching experience complements his practical work in financial services.
Professional Development and Skills
Vincent Morin has developed a strong skill set in wealth planning and securities planning throughout his career. His focus on personalized financial strategies enables him to cater to the unique needs of his clients. His combination of academic knowledge and practical experience positions him as a knowledgeable resource in the financial services sector.