Financial Planning Specialist, Family Office Services, RBC Wealth Management
Pierre earned his Bachelor of Science (B.Sc.) and his Masters in Business Administration (M.B.A.) with a specialization in financial services from UQAM. He has his designation from the Institut Québécois de planification financière (I.Q.P.F.) and has completed the Professional Financial Planning Course (P.F.P.) from the CSI. He is also a Fellow of the Canadian Bankers Institute. Pierre has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 26 years in the financial sector.
His role consists of working with your advisor and to assist in the establishment and the presentation of comprehensive financial plans for clients.