Isabelle is there for RBC clients and proud of serving them well. She has more than 20 years of relevant experience in finance from working in the banking and securities sector, and continually seeks to improve her own job-related knowledge.
Her academic career began in psychology at Université de Montréal, and then she mainly studied finance, where she found the path to her career. She now has a Certificate in Business Administration and a Certificate in Financial Planning from Université du Québec à Montréal.
After completing the Canadian Securities Course and the course on conduct and practices, she arrived at RBC in 1999, thus obtaining her licence from the Canadian Securities Institute.
Showing a keen interest for the Chartray Wealth Management Group’s defining objectives, in 2005 she joined the team, where she works as an Associate Wealth Advisor in close collaboration with Gérard Chartray.
Isabelle is responsible for the entire administration of accounts and customer service as well as the preparation of financial plans, contributing a high level of interest, competence and quality.
She will be more than happy to quickly and aptly answer your questions, respond to your needs and meet your expectations.
