Senior Advisor and Mutual Fund Representative, Personalized Services
Responsible Investment Specialist
Béatrice Roy holds a Bachelor’s degree in Business Administration from Université Laval and in June 2018, obtained the title of Financial Planner from the Institut québécois de planification financière.
She began her career in financial and tax planning as an intern and then worked as a Mutual Fund Representative and Financial Security Advisor before joining FÉRIQUE Investment Services in November 2019. Since August 2021, she holds the position of Senior Advisor, Personalized Services.
In her role, Béatrice provides relevant and impartial advice to clients assigned to Personalized Services, putting forward solutions focused on their needs.