Wealth Management Advisor, Professionals Financial - Private Management
A native of Saguenay, Alex Tremblay acquired solid experience working at major financial institutions. Starting as an advisor, he quickly rose to management positions dealing particularly with wealthy clients. Mr. Tremblay holds a Master’s degree in Organization Management from the Université du Québec à Chicoutimi (UQAC) (2018) and a Bachelor’s degree in Administration, Finance option, from the same institution (2013). He also holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2016). He was named a Fellow of the Canadian Securities Institute (CSI) (FCSI®) (2021), the highest credential in Canadian financial services. He is also a member of the Ordre professionnel des administrateurs agréés du Québec (Adm. A.) (2021).
Very attentive to the needs of his clients, Alex Tremblay stands out for his dynamism and his ability to develop customized action plans for them.
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