Profile
Mr. Alan A.
Fustey, CFA, is Managing Principal & Portfolio Manager at Index Wealth Management, Inc.
Mr. Fustey joined Index Wealth Management in June 2010 from Elysium Wealth Management.
Before, he was a Portfolio Manager at Montreal Trust Co. of Canada and an Investment Advisor at RBC Dominion Securities, Inc.
Mr. Fustey holds a BA in Economics from The University of Manitoba.
He is also a Chartered Financial Analyst.
Former positions of Alan Andrew Fustey
| Companies | Position | End |
|---|---|---|
Montreal Trust Company of Canada
 Montreal Trust Company of Canada Investment Trusts/Mutual FundsMiscellaneous Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada. | Corporate Officer/Principal | 2002-12-30 |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Corporate Officer/Principal | - |
Index Wealth Management, Inc.
 Index Wealth Management, Inc. Investment ManagersFinance Founded in 1986, Elysium Wealth Management, Inc. is a hedge fund manager based in Winnipeg, Manitoba. The firm provides discretionary investment management services for Canadian private clients, pension funds, foundations and endowment funds. | Portfolio Manager-Equities | - |
Training of Alan Andrew Fustey
| University of Manitoba | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Montreal Trust Company of Canada
Montreal Trust Company of Canada Investment Trusts/Mutual FundsMiscellaneous Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada. | Miscellaneous |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Finance |
Index Wealth Management, Inc.
Index Wealth Management, Inc. Investment ManagersFinance Founded in 1986, Elysium Wealth Management, Inc. is a hedge fund manager based in Winnipeg, Manitoba. The firm provides discretionary investment management services for Canadian private clients, pension funds, foundations and endowment funds. | Finance |
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