Richard Monaco

Portfolio Manager-Equities at

National Bank Financial, Inc.

Finance

Consumer Services

Profile

Mr. Richard Monaco is a Senior Wealth Advisor & Portfolio Manager at National Bank Financial, Inc. In addition to portfolio management, he also offers his clients expertise in retirement, tax and estate planning.
He has been an Investment Advisor with the firm since 1998, and manages over $265 million in assets for his clients.
After working in the industry and teaching for 17 years, Mr. Monaco decided to capitalize on his experience and offer a complete service offering to clients.
In the past, he has served as CFO for various private companies and even completed an initial public offering (IPO) on NASDAQ in 1993.
He has also taught as a lecturer at the Université de Montréal and full-time to adults at the college level.
He is a Chartered Professional Accountant with a Bachelor of Business Administration from HEC Montréal (1981).

Richard Monaco active positions

Companies	Position	Start
National Bank Financial, Inc. National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products.	Portfolio Manager-Equities	1997-12-31

All active positions of Richard Monaco

Training of Richard Monaco

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Richard Monaco's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
National Bank Financial, Inc. National Bank Financial, Inc. Investment ManagersFinance NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products.	Finance
HEC Montréal HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance