{"id":1280,"date":"2017-04-03T18:18:09","date_gmt":"2017-04-03T18:18:09","guid":{"rendered":"http:\/\/wdsinvest.com\/?page_id=1280"},"modified":"2021-12-08T20:47:13","modified_gmt":"2021-12-08T20:47:13","slug":"richard-coffin","status":"publish","type":"page","link":"https:\/\/wdsinvest.com\/fr\/wds-people\/richard-coffin\/","title":{"rendered":"Richard Coffin, CFA, CFP"},"content":{"rendered":"
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Richard Coffin, CFA, CFP<\/strong><\/h1>\n

Portfolio Manager and Investment Analyst
\n<\/strong>Profil LinkedIn<\/a><\/p>\n

Richard est membre du CFA Institute et a r\u00e9cemment acquis son titre de CFP. Avant de rejoindre WDS, il \u00e9tait n\u00e9gociateur de portefeuille client pour Gestion financi\u00e8re MD, surveillant et n\u00e9gociant des portefeuilles centralis\u00e9s pour des clients fortun\u00e9s. Au cours de son mandat chez MD, Richard a d\u00e9montr\u00e9 de solides comp\u00e9tences analytiques et un sens de l'efficacit\u00e9, d\u00e9veloppant des outils et des processus de restructuration pour l'entreprise afin de promouvoir l'int\u00e9grit\u00e9 des donn\u00e9es.<\/p>\n

Richard a perfectionn\u00e9 son sens aigu des finances et des affaires gr\u00e2ce \u00e0 un baccalaur\u00e9at en commerce (finance) de l'Universit\u00e9 Carleton. Malgr\u00e9 ses multiples activit\u00e9s parascolaires, il a obtenu une moyenne sup\u00e9rieure \u00e0 la moyenne (10,81 sur 12), ce qui a conduit \u00e0 son intronisation \u00e0 la soci\u00e9t\u00e9 d'honneur des affaires Beta Gamma Sigma et lui a valu une place sur la liste du doyen.<\/p>\n

\u00c0 Carleton, Richard \u00e9tait un membre actif de la communaut\u00e9 Sprott et a exerc\u00e9 ses comp\u00e9tences entrepreneuriales cr\u00e9atives dans divers r\u00f4les. Il a d\u2019abord \u00e9t\u00e9 animateur, puis chef d\u2019\u00e9quipe d\u2019animateurs pour le programme de sessions d\u2019\u00e9tudes assist\u00e9es par les pairs de l\u2019universit\u00e9, d\u00e9veloppant et dispensant des ateliers d\u2019\u00e9tudiants en \u00e9conomie. Deuxi\u00e8mement, Richard s\u2019est port\u00e9 volontaire en tant que vice-pr\u00e9sident des relations externes pour la Sprott Business Students\u2019 Society. En 2015, lui et deux de ses co\u00e9quipiers de Carleton ont remport\u00e9 la premi\u00e8re place du Global Family Enterprise Case Competition contre des \u00e9quipes internationales de la ligue de premier cycle.<\/p>\n

Richard estime que la cr\u00e9ativit\u00e9 est un \u00e9l\u00e9ment important du m\u00e9tier d\u2019analyste en investissement. Soucieux du d\u00e9tail et ax\u00e9 sur l\u2019efficacit\u00e9, il est toujours pr\u00eat \u00e0 envisager ce qui n\u2019est pas conventionnel. Il pr\u00e9voit d'exploiter sa r\u00e9flexion originale pour trouver les meilleures opportunit\u00e9s et solutions pour les clients de WDS.<\/p>\n

Son amour de la finance et de l\u2019\u00e9ducation s\u2019\u00e9tend \u00e9galement \u00e0 ses passe-temps et activit\u00e9s de temps libre. Combinant les deux avec son affinit\u00e9 pour les m\u00e9dias sociaux, il propose d\u00e9sormais une s\u00e9rie de vid\u00e9os YouTube sur l'investissement pour les jeunes adultes. Son all\u00e9geance \u00e0 son alma mater se poursuit \u00e9galement, avec une participation \u00e0 des \u00e9v\u00e9nements de r\u00e9seautage d'affaires et de mentorat. <\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div>

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\n\u00ab Chez WDS, un gestionnaire de portefeuille est le principal point de contact dans la relation de conseil de chaque client. Une connaissance intime des clients se traduit par un portefeuille \u00ab adapt\u00e9 \u00e0 son objectif \u00bb, adapt\u00e9 et bas\u00e9 sur la r\u00e9alisation de leurs objectifs financiers d\u00e9clar\u00e9s. \u00bb\n<\/p><\/blockquote>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div>

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Appeler Richard:<\/strong>
\n613.725.1800
\next. 222<\/p>\n<\/div><\/div><\/div><\/section><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"Richard Coffin, CFA, CFP Portfolio Manager and Investment Analyst LinkedIn Profile Richard is a member of the CFA Institute and recently acquired his CFP designation. Prior to joining WDS, he was a client portfolio trader for MD Financial Management, monitoring and trading centralized portfolios for high net-worth clients. During his [\u2026]<\/span>","protected":false},"author":5,"featured_media":0,"parent":123,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1280","page","type-page","status-publish","hentry"],"yoast_head":"\nRichard Coffin, CFA, CFP - Watson Di Primio Steel (WDS)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wdsinvest.com\/fr\/wds-people\/richard-coffin\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Richard Coffin, CFA, CFP - Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wdsinvest.com\/fr\/wds-people\/richard-coffin\/\" \/>\n<meta property=\"og:site_name\" content=\"Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.linkedin.com\/company\/watson-di-primio-steel-wds-investment-management-ltd-\" \/>\n<meta property=\"article:modified_time\" content=\"2021-12-08T20:47:13+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@wdsinvest\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wdsinvest.com\\\/wds-people\\\/richard-coffin\\\/\",\"url\":\"https:\\\/\\\/wdsinvest.com\\\/wds-people\\\/richard-coffin\\\/\",\"name\":\"Richard Coffin, CFA, CFP - 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