Since 2007, Kathleen Pelletier has worked in the financial sector with major Canadian financial institutions. First as an account manager, then as a wealth management financial advisor, she has developed extensive knowledge of the needs of a clientele of physicians and other professionals. With a good understanding of their professional career, she supports them with a personalized approach and great expertise in order to provide them with a financial strategy tailored to their personal and business goals.
Kathleen Pelletier holds a Bachelor of Business Administration degree (B.A.A.) from Université Laval (2007). She also holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2013).
CIRO member
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