Advisor at IG Wealth Management

TRESOR MASENGO, CIM®

Laval, QC

*********@*******.** 514-***-****

PROFESSIONAL SUMMARY

Bilingual (English/French) investment professional with 6+ years of experience in financial services, specializing in client relationship management, wealth advisory, and portfolio support. IIROC-licensed with a strong foundation in investment products, compliance, and holistic wealth planning, including insurance solutions.

Known for exceptional attention to detail, strong relationship-building skills, and a genuine passion for investing and helping clients grow and protect their wealth. Proven ability to deliver personalized, client-focused solutions aligned with long-term financial goals.

CORE COMPETENCIES

Client Relationship Management & Retention

Investment Advisory & Wealth Planning

Portfolio Construction & Rebalancing (CIM®)

Financial Needs Analysis & Goal-Based Planning

Regulatory Compliance (KYC, AML, IIROC)

Insurance & Risk Planning Integration

Market Research & Investment Insights

Strong Attention to Detail & Accuracy

PROFESSIONAL EXPERIENCE

IG Wealth Management – Laval, QC

Advisor Mar 2026 – Present

Build and manage client relationships by delivering personalized financial advice and tailored wealth strategies

Conduct comprehensive financial reviews integrating investments, insurance, and long-term planning

Develop customized portfolio solutions aligned with client objectives, risk tolerance, and market conditions

Generate new business through referrals, networking, and proactive client engagement

Maintain high standards of compliance and documentation while delivering a seamless client experience

Demonstrate a strong passion for investing through ongoing market analysis and client education

TD Wealth Private Investment Advice – Laval, QC

Associate Nov 2024 – Mar 2026

Supported senior advisors managing $500M+ in client assets with a high level of precision and attention to detail

Executed trades, portfolio rebalancing, and performance reporting in alignment with client mandates

Managed client onboarding, completing detailed KYC documentation and ensuring strict compliance with IIROC regulations

Strengthened client relationships through proactive communication and timely follow-ups

Delivered market insights and investment updates to enhance client engagement and retention

TD Canada Trust – Laval, QC

Manager, Personal Financial Services Jul 2021 – Nov 2024

Managed and expanded a client portfolio by building strong, trust-based relationships

Consistently recognized as a top performer in mutual fund sales and mortgage production

Delivered tailored financial and investment solutions based on detailed client needs analysis

Identified opportunities to integrate lending, investment, and insurance strategies into holistic plans

Demonstrated strong attention to detail in credit structuring, lending files, and compliance requirements

Collaborated with internal partners to generate referrals and grow the business

EDUCATION & CERTIFICATIONS

Canadian Investment Manager (CIM®) – CSI

Canadian Securities Course (CSC®) – CSI

Conduct and Practices Handbook (CPH®) – CSI

IIROC Licensed

Insurance License (AMF)

Bachelor of Business Administration – ESG UQAM

LANGUAGES

English – Fluent

French – Fluent

TECHNICAL SKILLS

Croesus, ISM, Salesforce, FactSet

Microsoft Excel, PowerPoint, Outlook, Word

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