Wealth Management Advisor, Professionals Financial - Private Management
Since 2007, Kathleen Pelletier has worked in the financial sector with major Canadian financial institutions. First as an account manager, then as a wealth management financial advisor, she has developed extensive knowledge of the needs of a clientele of physicians and other professionals. With a good understanding of their professional career, she supports them with a personalized approach and great expertise in order to provide them with a financial strategy tailored to their personal and business goals.
Kathleen Pelletier holds a Bachelor of Business Administration degree (B.A.A.) from Université Laval (2007). She also holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2013).
CIRO member
For more information on a registered advisor view the CIRO AdvisorReport
