Practice: Équipe Dalpé Milette
Firm: Richardson Wealth
Location: Montreal, QC
After celebrating his 30th year as an advisor in 2020, Marc Dalpé can now also celebrate earning the number-four spot on this year’s Top 50 Advisors list. Dalpé began his career as an investment banker in 1981 and says he became an advisor because he was “attracted by the independence of the investment advisor model and its ability to manage its business. Plus, I enjoy helping people and contributing to their well-being.”
In his long career, Dalpé has had numerous achievements, including winning the national IDA Distinction Award in 1998 and playing a major role in Richardson’s recent transformation to Richardson Wealth. Yet one of his proudest accomplishments is the way he, his practice and his firm were able to tackle the challenges of COVID-19.
“We handled it extremely well,” Dalpé says. “Our technology platform performed very well, and we did not have any relapse in client servicing. Our portfolio management was also very active and performing. I would dare to say that our client appreciation is at the highest level it has been in 30 years in the business. We saw a high level of client referrals, which is a good indication of this.”