Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
While David Poliquin has achieved great success as a portfolio manager to scores of high-net-worth families, he himself did not come from a background of great wealth.
“My father, who was a mathematics teacher, lost a lot of money in the stock market in 2000,” says the portfolio manager at BGY, Services financiers intégrés with iA Private Wealth, who also took the number one spot on Wealth Professional’s Top 50 list of advisors this year. “I think that might have sparked my passion and interest in investing.”
That interest continued up until his time at Université Laval. Having built up some experience in investing and tax planning as early as his high school years (“I took a course with H&R Block just for fun”), Poliquin already had a very clear vision of how to manage clients’ financial situation using a holistic and rigorous approach.
Seeing his potential and keenness, one of his professors at the university referred him to BGY, Services financiers intégrés with iA Private Wealth. He met with some of the partners, who let him speak for half an hour. Finding a perfect sync between his vision and the firm’s culture, he decided to get a job there right after his graduation in 2008.
Over the intervening years, he has carved out a path of professional success based on a few key principles.
“You have to work hard, and never cut corners,” he says. “Be professional with your work; dive deep into analytical details. Never start a relationship by trying to sell to the client. Be an advisor with a long-term view, with a real interest in helping clients improve their financial situation and reach their goals. From there, the rest comes naturally.”
In the financial advice industry, the size of one’s book of business is seen as a major yardstick of success. But that’s hardly been a source of motivation for Poliquin, who simply pours all of his energy into finding new strategies to help clients get the best returns on their investments after fees and, more importantly, taxes.
“Every day, we analyze each of our investments from an after-tax investment perspective,” he says. “Our portfolios are almost 100% tax-efficient, and that’s very important for us in Québec. For the last decade, tax rates for corporations and individuals in the province have increased each year.”
As taxes continued to increase in cost and complexity, he says clients’ need for BGY’s services has only grown over time. Aside from deep expertise and dedication to holistic client service – each client works with at least four professionals, who continuously communicate with the client’s accountants and lawyers – Poliquin says the practice stands apart for its culture and principle-driven approach.
“The people around you have to be very competent for sure, but they must also have the same values and goal, which is to put the client’s interest first,” he says. “I think we’re different from other firms and practices. We don’t pay bonuses for people to sell anything. People here are more like accountants and lawyers; our pride is in making sure we understand things from a holistic perspective so that we’re delivering the best advice we possibly can.”
2065, rue Frank-Carrel, 1er étage, Québec, QC
418 682 5853 ext 303
dpoliquin@bgy.ca
linkedin.com/in/david-poliquin-cfa-907987108
bgy.ca
David Poliquin
Partner, Portfolio Manager
BGY Services Financiers Intégrés, iA Private Wealth
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Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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Ted Talk in collaboration with key media
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2002–2005
2005–2008
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2009–present
2020–2021
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Named in The Globe and Mail’s inaugural ranking of Canada’s Top Wealth Advisors
Ranked one of Canada’s Top 50 Advisors (2020, 2021)
Advisor of the Year, Alternative Investments (2020)
5-Star Advisors, Western Canada (2021)
5-Star Leading Women in Wealth (2021)
2020–2021
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2009–present
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Partner and Portfolio Manager at BGY Services Financiers Intégrés, iA Private Wealth
2009–present
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2005–2009
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Customer Service Agent at Disnat, Desjardins Securities
2005–2009
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2005–2008
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Studied finance at Laval University
2005–2008
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2002–2005
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Studied accounting at Cégep de Sainte-Foy
2002–2005
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