Dominique Vincent

Senior Portfolio Manager, Private Client Group
dvincent@3macs.com
514-394-3013

With over 22 years of experience, my role as a portfolio manager is to provide an investment framework, bringing discipline and structure to the development of a customized plan that is relevant today and can be adapted as your life evolves. Such a customized approach to investing and planning requires a thorough understanding of your personal, professional and financial situation.

Once your short-, mid- and long-term goals are established, working with you, I will identify liquidity requirements as well as tax efficiencies, and establish a strategic allocation of funds between investment vehicles. Based on your tolerance for risk, the portfolio will be built, monitored and adjusted to reflect both market conditions and life changes.

A graduate of McGill University, I spent 10 years in public and investor relations before earning an MBA from the John Molson School of Business at Concordia University. Having experienced the Asian crisis, the 2000 tech bubble and the 2008 global financial meltdown, I pay particular attention to sustainability and risk management. There is no magic formula; managing your wealth is about taking the time to understand and respect your individual risk profile and investment objectives.

Very involved in the community, education has always been central to my charitable activities for the opportunities it offers to all. Having lost many loved ones to cancer, I have been cycling for years to help fund cancer research. I enjoy the arts, travelling and photography. In fact, some of the photos you see on this site were taken by me. While you will find me regularly at the gym, windsurfing remains my favourite sport.

Chartered Investment Manager (CIM^®) Designation

The Chartered Investment Manager (CIM^®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.

What does this designation mean for you? It means that when you work with an investment consultant who has taken the time to complete the CIM^® designation, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and perhaps, most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

Dominique Vincent, MBA, CIM®

Dominique Vincent, MBA, CIM^®