pierre bernier

pierre bernier

private wealth consultant

About

Pierre has worked in the financial services industry since 1991. He holds the Certified Financial Planner, the Personal Financial Planner, and the Financial Management Advisor designations. Pierre has also completed the Canadian Securities Course, the Wealth Management Techniques Course and the Conduct and Practices Handbook Course, all through the Canadian Securities Institute. Specialties: Financial Planning, Investment Reviews, Estate Planning, Estate Administration Services to assist executors/trustees in their role

Country

canada

City

ottawa

Industry

banking

Skill

wealth management, estate planning, investments, financial planning, strategic financial planning, finance, banking, retirement planning, investment strategies, financial services, private banking, retirement, portfolio management, retail banking, investment advisory, certified financial planner, mutual funds, wealth management services, securities, wealth, trusts, probate

Experience

cibc

financial advisor

cibc

2001-1 - 2005-5 · 4 yrs 5 mos
td

financial advisor

td

1991-10 - 2000-12 · 9 yrs 3 mos
scotiabank

financial consultant

scotiabank

2005-5 - 2016-6 · 11 yrs 2 mos
yorkville asset management

director business development

yorkville asset management

2017-3 - 2018-6 · 1 yr 4 mos

Director Business Development I provide coordinated, integrated and unique wealth management solutions, specializing in risk management and capital preservation strategies that are tailored to the investment goals of our individual institutional and high-net worth private clients.

bmo wealth management - canada

private wealth consultant

bmo wealth management - canada

2018-6 - Present · 8 yrs 4 mos

I am responsible for business development and retain targeted customers’ investments using an ongoing proactive, disciplined, advice-based planning approach and integrated offer to build lasting customer relationships through the use of my BMO Private Banking team of industry professionals. I am visible in the investment community and represent BMO Wealth Management to enhance BMO Private Banking’s profile in the high net worth and ultra high net worth marketplace by drawing upon an extensive personal network of internal and external contacts.

rbc

investment retirement planner

rbc

2016-7 - 2017-3 · 9 mos

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 36 other countries. For more information, please visit rbc.com.‎ RBC helps communities prosper, supporting a broad range of community initiatives through donations, community investments, sponsorships and employee volunteer activities. In 2015, we contributed more than $121 million to causes around the world.For information on our legal terms of use visit http://www.rbc.com/legal/#social_media

Education

concordia university

concordia university

1989-1 - 1994-1 · 5 yrs 1 mo

Certified Financial Planner (CFP,) Financial Management Advisor designations (FMA)

pierre bernier's Contact Information

Email

******@***.com

Phone

(**) *** ****

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