BGY, Services financiers intégrés
iA Private Wealth
There’s a fresh face atop Wealth Professional’s Top 50 Advisors list this year – at just 36, David Poliquin is a young advisor making waves. Last year was an undisputed success for Poliquin, who grew his book in 2021 to $1.24 billion.
The pandemic has allowed Poliquin to not only flex his investment muscles, but also forge deeper connections with his clients.
“On the market side, it was a fantastic financial opportunity,” he says. “It was also a great time to connect with our investors and be there when it was important. For the team, we were already set up to work from home for most of the staff. It was more about adjustments and adaptation over the months. We also have our own software and IT people, so even with a 60-people team, we remain highly flexible.”
Poliquin says he’s driven by a desire to help people and families with their finances. He does this via a holistic approach, adding value through tax optimization and best investment strategies so clients can reach their goals. He adds that his team has created an “innovative tax solution for high-earner taxpayers. We want to deploy it in the province while we continue our growth and manage our portfolios to maintain our position as a leader in tax-efficient solutions.”
Poliquin’s proudest career moment came at the beginning of the pandemic; in March 2020, he and his team created a structured note, designed in conjunction with RBC, adding that all clients benefited. “The strike price, on the 24th of March 2020, was only one day from the low of the market," he said.
BGY also offers conferences and support to charitable organizations, as well as financial education for the employees of some of its business clients.