Alex Bernier, PFP, CFP

Partner
10 Years of Industry Experience

OTTAWA OFFICE

Alexandre has been in the financial industry for over a decade. He began on the banking side of the industry at the age of 18. He rose quickly through the ranks to become one of the youngest wealth management professionals for one of the largest banks in the country.

alex

Alexandre holds a Certified Financial Planner (CFP) designation and a Personal Financial Planner designation (PFP). Alex’ specialty is working with business owners, professionals and retirees in Ontario and Quebec in both official languages. With a special fondness for planning; whether it be retirement planning, investment planning , estate planning, or tax planning, Alex can and will help. By making the complex understandable, Alex will be able to help you develop and implement the financial roadmap that will allow you to reach and manage your financial independence. Alexandre’s professional demeanor has been an asset that clients, colleagues, business partners, and other stakeholders have valued to high praise. On his time away from work, Alex loves spending time with his family, participating in charitable events, and is currently completing a Master’s degree in International Business Law.

Contact Alex Bernier

Have a question or want to discuss your portfolio? Send Alex a message and he will respond to you shortly!