Josiane has been working in the financial field since 2011. She holds a bachelor's degree in international studies from the University of Montreal (2007) and two certificates from HEC Montreal, the first in Financial Management (2009) and the second in Personal Financial Planning (2013).
She always wanted to do a profession that would allow her to make a difference in people's lives. She quickly realized that financial planning would allow her to realize this goal. This profession, which combines wealth management as well as tax and legal advice, allows her to be the advisor at the heart of the client relationship.
Josiane worked for several years as a financial planner at a canadian bank and later as a wealth management advisor for a specialized firm.
Her honest and informed support has enabled her to gain the trust of her clients in order to get them to achieve their most precious life goals. Taking a comfortable retirement, helping their children, planning the intergenerational transfer of heritage are beautiful projects that require planning in the company of a trusted expert who will invite the right professionals around the table.
"I chose RBC Dominion Securities because I believe that the expertise in financial planning and asset management is the strongest and I want my clients to have access to the best."
Josiane has extensive expertise with incorporated entrepreneurs and healthcare professionals. Her experience with this clientele will ensure that you get personalized and adapted advice.
