Maxime Pruneau

Titles :
  • Founder and Senior Wealth Advisor – Alpha Distinction
  • Investment Advisor: Worldsource Securities *Notice below
  • Financial security advisor
  • Fellow CSI (FCSIMD)
  • Certified International Wealth Manager (CIWM®)
  • Certified Investment Manager (CIM®)
  • Chartered administrator (Adm.A.)
Diplomas :
  • Bachelor of Business Administration in International Finance and Economics (B.A.A.)
  • Graduate diploma in derivative financial instruments (D.E.S.S.)
Successful industry course accreditations:
  • Canadian Securities Course (CSC®)*
  • Conduct and Practice Handbook Course (CPH®)*
  • Wealth Management Essentiels (WME®)*
  • Investment Management Techniques (IMT®)*
  • Portfolio Management Techniques (PMT®)*
  • Retirement planning for high net worth clients
  • Practice management for high net worth clients
  • Estate planning for high net worth clients
  • Special situations for high-net-worth customers
  • Life License Qualification Program (LLQP – Civil Code)
  • Professional ethics and practice (Common Law)
Titles in process :
  • Chartered Alternative Investment Analyst (CAIA) candidate
  • Financial Planner Candidate (Pl.Fin.)
Disclosure notice :

*Maxime Pruneau also offers investments through Worldsource Securities Inc., his sponsoring investment dealer and Member of the Canadian Investor Protection Fund (CIPF) and of the Canadian Investment Regulatory Organization (CIRO). Worldsource Securities Inc. Is a separate entity not related to Alpha Distinction Inc.

“I’m Maxime Pruneau, passionate about life and adept at multiple disciplines. I am a person who likes to learn every day on various subjects.

About me

Before telling you about some of my passions, I’d like to share my vision of family. My family is the cornerstone of my life. Each member brings love, support and happiness. The family bond is precious, offering comfort, understanding and strength. Thanks to my family, I can accomplish anything!

Music occupies a central place in my life. For the past 23 years, I’ve devoted part of my free time to perfecting my guitar skills, exploring a variety of musical styles.

Triathlon is another important passion for me, combining swimming, cycling and running to maintain an active and balanced lifestyle. I enjoy the physical and psychological challenges that this discipline demands, and find great satisfaction in pushing my limits with every training session and competition. In fact, I completed the Ironman 2024 in Mont-Tremblant and I’m already planning other Ironman events.

I’m also interested in artistic forging. This creative process allows me to shape metal with my own hands, creating unique pieces of craftsmanship. The fusion of the raw power of metal with artistic precision is an endless source of inspiration and satisfaction.

Another essential aspect of my life is my passion for nature and adventure. I love exploring new countries, hiking trails and immersing myself in natural environments, far from the hustle and bustle of everyday life. These escapades give me peace and renewal in nature.

Meditation and cold therapy bring me calm and serenity, improving my mental and physical health. I adopted this lifestyle a few years ago, which helps me in sport and in my job, keeping my concentration and energy at their best.

Finally, my passions bring a unique dimension and inspire me to achieve a healthy balance in my life. This enables me to be more productive and efficient at work. I love what I do and I do what I love!

Experience & career

Having started working at an early age, I have acquired a wealth of experience in various fields. I served as an infantry soldier in the Canadian Armed Forces, which instilled discipline and determination in me. I then worked in the construction sector before turning to finance, a passion that was awakened in 2008.

Since then, I’ve been constantly honing my skills in finance and the stock markets, taking advanced trading courses with international experts, as well as devoting my study time to finance. I’ve also had the honor of giving private lectures on finance and personal growth.

Today, as a businessman, I run several successful companies: my main one is in financial services, another in cardboard box design and a third in real estate management. This diversity of experience enables me to effectively help my entrepreneurial customers by fully understanding the challenges they face. My aim is to provide comprehensive, customized solutions that meet the unique needs of each customer, while helping them achieve their goals for growth and success.