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MBA, CIM®, Fin. Pl.

Regional Vice-President, Western Quebec

T 514 350-7897
1 888 377-7337

As regional vice-president, Johanne Tremblay uses her strengths and leadership to provide professional supervision, training and mobilization to team members in Western Quebec.

Johanne Tremblay has been working in finance for over thirty years, including twenty-eight years with a renowned Quebec financial institution. During her career, she served among other things as a financial planner and portfolio manager for wealthy clients with complex and sophisticated needs. Subsequently, Ms. Tremblay was vice-president of development for more than a dozen years in private management. In this capacity, she helped a successful team achieve their objectives. She has developed expertise in client relations, portfolio management and business development by offering an integrated offer covering all areas of financial planning, including tax and estate.

Before joining the ranks of fdp Private Management, she held the position of manager of financial planning services with an investment management firm where she was in charge of a team of financial planners and responsible for developing a financial planning service offer to affluent clients.

Johanne Tremblay holds an MBA from the Université de Sherbrooke (2006) as well as a Bachelor’s degree in media communications from the University of Ottawa. She also studied finance at UQAM in order to obtain the Financial Planner designation (Fin. Pl.) (2000), as well as the Chartered Investment Manager designation (CIM®) (2013).

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