Frederic Cim, CFA
Investment Advisor
Professional Overview
Frederic Cim is an experienced Investment Advisor with over 18 years of expertise in the financial services industry. He specializes in providing comprehensive wealth management and investment advisory services to a diverse clientele in Quebec City, Canada.
Experience Summary
Current Role
As an Investment Advisor at Valeurs Mobilières PEAK Inc., Frederic is responsible for developing customized investment strategies, portfolio management, and financial planning solutions to help his clients achieve their long-term financial goals. He leverages his in-depth market knowledge and analytical skills to deliver tailored investment recommendations and portfolio optimization.
Career Progression
Prior to his current role, Frederic held several positions that have contributed to his well-rounded industry experience. He served as a Director of Business Development at Clic.net, where he played a key role in expanding the company's client base and revenue streams. Later, he worked as an Account Manager at Novipro, honing his client relationship management and problem-solving abilities. Frederic then transitioned to Virtuel TI Inc. | Valeurs mobilières Peak, where he advanced to the role of Director of Business Development and Investment Advisor, further developing his expertise in investment advisory and portfolio management.
Academic Background
Frederic holds a Bachelor's degree in Business Administration and is a Chartered Financial Analyst (CFA) charterholder. His academic and professional credentials demonstrate his commitment to ongoing learning and expertise in the financial services industry.
Areas of Expertise
- Investment portfolio management and optimization
- Financial planning and wealth management
- Client relationship building and client-centric service
- Market analysis and economic trend monitoring
- Investment research and due diligence
- Regulatory compliance and risk management
Professional Impact
Throughout his career, Frederic has consistently demonstrated a strong commitment to delivering exceptional client service and achieving positive investment outcomes. He has contributed to the growth and success of the organizations he has worked for, while also actively participating in industry events and sharing his insights through peer-to-peer learning opportunities.
Conclusion
With his extensive experience, proven track record, and dedication to his clients' financial well-being, Frederic Cim is a respected Investment Advisor who continues to make a meaningful impact in the Quebec City financial services landscape.
