Having worked in the industry since 1983, Bassam Kadi joined MacDougall, MacDougall & MacTier (3Macs) in 1995 as a Portfolio Manager with special attention to serving the financial needs of business owners. 3Macs became a division of Raymond James Ltd. in October 2016.
Bassam has an educational background in International Business and History, and he has earned the financial credentials of Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). During his years as a Portfolio Manager, he has found that being straightforward is the most effective strategy for approaching his clients’ investments. This helps Bassam relate to clients on a personal level, so that he can operate with a clear understanding of their financial goals, and his clients can proceed with a clear understanding of the strategies that are bringing them closer to those goals.
Vice President & Portfolio Manager, Private Client Group
Associate Investment Advisor
1000 de la Gauchetière Street, Suite 2600
Montréal, Quebec, Canada H3B 4W5
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