Pascale Jolicoeur has been working in the financial services sector since 2013, where she has developed strong expertise in financial planning, personalized service and building a professional clientele. Holder of a Bachelor’s degree in Business Administration, specializing in general finance, from Université Laval, Ms. Jolicoeur has over the course of her career held positions as a personal finance advisor, personal banker and financial planner. Her professional background enables her to help her clients define their goals, manage their finances and plan their retirement, in addition to helping them with their investment strategies, their estate planning and their insurance needs.
Recognized for her ability to make complex financial concepts understandable, she stands out for her attentive listening, her professional rigour and her approach based on trust and proximity. With her dynamism, her collaborative spirit and her commitment to excellence, she is able to build lasting relationships with her clients and colleagues.
Her experience working with a discerning clientele, particularly in the healthcare sector, as well as her involvement as a mentor to the next generation of financial planners, testifies to her inspiring leadership and her constant desire to contribute to the development of the people and teams around her.
