Tristan Bertrand

Tristan holds a bachelor’s degree in Business Administration as well as a university certificate in Financial Planning. An avid learner, he is currently enrolled in the professional training program of the Quebec Institute of Financial Planning (IQPF), which grants the professional title of Financial Planner.

Tristan has worked in financial planning in several capacities; first, as a self-employed freelancer  for a financial services firm, then he took the leap to work for a large Quebec financial cooperative. His experiences have allowed him to deepen his knowledge of personal finance planning, allowing his clients to optimize their financial situation and achieve their goals.

Through his advice, Tristan seeks to develop a lasting business relationship and to accompany his clients in the seven pillars of financial planning.

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