Steve Bernard

Mr. Steve Bernard is a Portfolio Manager at Globevest Capital Ltd.
He joined the firm in January 2004.
Since coming on board, he has completed his courses in investment management techniques, portfolio management methods, derivatives and option trading and earned the title of Canadian Investment Manager Specialized in Option Trading.
He also participates in the development of strategies involving stocks, options and bonds, ensuring an optimal portfolio tailored to the needs of each client.
Mr. Bernard worked for several years in property assessment as part of his education.
He acquired experience in finance and economics, building solid communications skills over the years.
He also developed a strong interest in securities during his studies in financial analysis at UQÀM.
In 2000, he took an opportunity to pursue his education while working as an investment adviser at BMO Nesbitt Burns.
While there, he completed courses in securities, ethics and financial planning.
He then worked for four years building a base of clients, managing their portfolios and dispensing personal financial planning services.