Wealth Management Advisor, Professionals' Financial - Private Management
Over the course of his career in finance, Yannick Bernier has held various client advisory positions with recognized financial institutions. Since 2007, he has served the needs of a diverse clientele, including business professionals, providing them with tax, retirement planning and estate planning advice. Holder of a Bachelor’s degree in Business Administration from the Université du Québec à Rimouski, Lévis campus (2009), he also holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2011). His solid wealth management expertise, his integrity and his efficiency are assets that he leverages to serve his clients at the Financial.
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