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Isabelle GirardCFA, CPA

Director - TradingPartner

Isabelle Girard is a graduate of the Université de Montréal (B. Sc. Math.). She also studied accounting at McGill University, earning the Chartered Professional Accountant designation (CPA, CGA), and is also a CFA® charterholder. She joined the firm in 1997 and is responsible for trading activities and trade execution.

  • CFA – A professional certificate offered through the CFA Institute. The certification qualifies one to be a financial analyst. To qualify for a CFA, one must have worked a certain number of years in the financial industry and must complete three levels of exams on all topics related to investing. CFA charterholders are required to adhere and annually attest to the CFA Institute Code of Ethics and Standards of Professional Conduct. CFA® Chartered Financial Analyst®, CIPM®, and GIPS® are registered trademarks owned by CFA Institute.
  • CPA – A professional designation offered by CPA Canada. The designation qualifies one to be a chartered professional accountant. To qualify for a CPA designation, one must have completed the CPA Professional Education Program, gained 24 months of practical experience completed on a full-time basis and passed the Common Final Examination. Holder of the CPA designation must comply with the continuing education requirements of the designation and have agreed to abide by the Code of Ethics of Chartered Professional Accountants.