Wealth Management Advisor, Professionals' Financial - Private Management
Holder of a Bachelor of Business Administration degree from HEC and a Master’s degree in Administration (concentration in international management) from the Université de Sherbrooke and the ESCEM in Poitiers, France, Kathleen Berry also holds the Financial Planner designation from the IQPF. She continued her professional education by taking other courses, including one on wealth management. She acquired her experience as an advisor in the financial sector working for such firms as National Bank Financial, Freedom 55 Financial, and Investors Group Financial Services Inc. At each stage of her career, Kathleen Berry has shown a high level of professionalism and constant care for her client relationships, and she has continued to do so in serving the professional clients of the Financial since 2011.
For more information on a registered advisor view the IIROC AdvisorReport