Michelle He

Associate Investment Advisor
mhe@3macs.com

As an Associate Investment Advisor, I work in close collaboration with our Senior Portfolio Manager on optimizing investment processes and selecting individual stocks, ETFs and funds that add value to our models. Our clients are the centre of our focus. Therefore, understanding needs and objectives, answering questions and providing guidance are essential to my work. We are developing many client-focused initiatives, among which I dedicate myself to the ones that are specifically designed for the next generation. It is my privilege to be on a team that serves families and, thus, has an inter-generational approach. We thrive on collaborating with all family members and finding comprehensive solutions that address individual unique needs.

I came to Canada in 2012 to attend university and joined the industry, just after graduation, as a Portfolio Assistant with a leading bank’s private investment counsel team in Edmonton. I then joined an independent wealth management firm as an Associate Investment Advisor. Determined to pursue continuous self-improvement, I got the accreditations of CFA and CIM in the years that followed. My husband and I relocated to Montreal in the summer of 2022 and, a few months later, I started my new journey with Raymond James.

In my spare time, I enjoy doing yoga. My husband and I have a two-year-old son. We are a multilingual family (English, Chinese and Italian) and I am currently learning French. We love exploring interesting activities around town and keeping an active lifestyle.

Chartered Financial Analyst^® (CFA)

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.

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.

Michelle He, CIM®, CFA®

Michelle He, CIM^®, CFA^®