Kathleen Montreuil

WORK HISTORY

EDUCATION

ABOUT KATHLEEN MONTREUIL

With over 15 years of experience as a planificateur financier, I am passionate about helping clients achieve their financial goals and objectives. I currently work at Gestion MD limited, where I provide comprehensive financial planning services to individuals and families, including investment, retirement, estate, tax, and insurance strategies. I also collaborate with other professionals, such as lawyers and accountants, to ensure the optimal coordination and execution of the clients\' plans. Previously, I worked as an associée, services fiduciaires at Trust Banque Nationale, where I assisted clients with trust and estate planning, administration, and settlement. I have a strong background in finance and accounting, having obtained my baccalauréat in comptabilité-and my bachelor of business administration in finance. I also hold the IQPF certification, which demonstrates my expertise and ethical standards as a planificateur financier. I have developed skills in financing, marketing communications, and analytical skills, which enable me to deliver high-quality solutions and advice to my clients. I am driven by the mission of empowering clients to make informed and confident financial decisions, and I value trust, integrity, and excellence in my work.