Associate Investment Advisor
CFA, Fin. Pl.
Spoken languages : English and French
Marie Michelle joined a team of professionals possessing over 35 years of expertise in wealth management at National Bank Financial. She has taken on an important role in actively managing her client’s wealth.
As a graduate of the Institut Québécois de Planification Financière (IQPF), she caters to each of her client’s needs by analyzing the complex aspects of their financial situation and developing a personalized action plan, which includes rigorous follow-up to see the plan through.
It is the quality of her consulting service, her attention to detail, and diligence, that has earned her National Bank's most prestigious distinction: the title of the Best Financial Planner at the Elite Club 2015.
Marie Michelle possesses more than 9 years of experience in the investment field. Her career began as a financial advisor at National Bank of Canada, which laid the foundation for the development of her expertise in investment management and financial planning. She completed a bachelor’s degree in economics at the University of Quebec in Montreal and holds the course on securities trading. She also successfully passed all three levels of the CFA Program.