Over the course of his career in finance, Yannick Bernier has held various client advisory positions with recognized financial institutions. Since 2007, he has served the needs of a diverse clientele, including business professionals, providing them with tax, retirement planning and estate planning advice. Holder of a Bachelor’s degree in Business Administration from the Université du Québec à Rimouski, Lévis campus (2009), he also holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2011), as well as the Chartered Investment Manager designation (CIM®) (2022). He is also Fellow of CSI (FCSI®) (2023), which is the most senior credential in Canadian financial services. His solid wealth management expertise, his integrity and his efficiency and, his mastery of French, English and Spanish are assets that he leverages to serve his clients at the Financial. Yannick Bernier and Marie-Pier Drolet work as a team to offer you a distinguished approach.
The Bernier-Drolet team offers you a distinctive approach based on impartial, customized advice and a structured process to ensure your financial independence. Their actions are guided by transparency, integrity, caring and results. They are committed to grow your wealth by placing people at the heart of their decisions.
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