Isabelle Bérard

MBA, F. Pl.

Wealth Advisor, iA Private Wealth
*Financial planner, **Financial security advisor, independent representative

Isabelle is a passionate finance professional who listens to her clients. His main motivation: to have a positive and significant impact in the lives of others. With over 20 years of experience in business development and relationship management, Isabelle succeeds in establishing solid, long-term relationships with her clients.

Holder of an executive MBA focused on innovation and entrepreneurship, Isabelle worked for many years in the field of marketing where she held the position of operations director before launching into the world of finance. She successfully completed the IQPF training and is exploiting her full potential as a financial planner* and Wealth Advisor.

Like a coach, Isabelle listens actively and directs her attention to her clients in order to enable them to achieve their objectives. Its mission is to contribute to the financial education of people through various mediums, such as videos, guides and conferences.

Traveler and curious, Isabelle likes to discover cultures and meet people. She loves outdoor activities that allow her to appreciate all the beauties that nature has to offer. A great epicurean, she loves cooking, sharing a good meal with friends and savoring life’s little joys to the fullest.

** Insurance products are offered through Isabelle Bérard, Independent Representative. Only the products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.