Marie-Pier St-Vincent, M. Sc.
Analyst
Wealth Management
- Email [email protected]
As an Analyst in the Wealth Management Department, Marie-Pier is responsible for various aspects related to managing the wealth and investment portfolios of our clients.
In her role, Marie-Pier provides support in managing client relationships, wealth planning and coordination, and other family office services.
Marie-Pier is organized, meticulous, analytical and full of energy. She is particularly interested in business process optimization and system design. Above all, she enjoys taking good care of our clients and contributing to an elevated experience for our community.
Marie-Pier is pursuing a diploma in Financial Planning with the IPF (Pl. Fin.). She holds a Master’s degree with a specialization in finance (M.Sc.) as well as a Bachelor’s degree in business administration (BAA) with a specialization in finance from HEC Montréal. Her previous experience includes working for National Bank Financial in wealth management and as a Customer Services Representative.