“Curiosity, passion and a long-term view are the most important things to succeed in this industry,” says Olivier B. Ampleman, an Investment Advisor and Portfolio Manager with the Ampleman Boulanger Le Bon Wealth Management Team at National Bank Financial. “Our industry is not just about managing investments anymore – you must be knowledgeable about much more, such as taxation, financial planning, estate planning and risk management – and above all, you have to understand your clients to give them the best advice for their individual situations.”

Before becoming an advisor in 2019, Ampleman worked for a few years in manager selection and portfolio construction on the institutional side, and he completed a master’s degree in taxation. He also holds CFA and CAIA designations, both of which he obtained by the age of 25. Now he is pursuing the F.Pl. designation and studying for a Certificate in ESG Investing from the CFA Institute, after which he plans to complete the TEP designation. His and his team’s expertise helped the Ampleman Boulanger Le Bon Wealth Management Team land their firm’s Excellence in Wealth Management Award in 2019.

“Choosing the Ampleman Boulanger Le Bon Wealth Management Team means doing business with a team of wealth management experts who will be able to support you in both the technical and emotional aspects of pursuing your financial goals,” Ampleman says.