Isabelle Dion, MBA, F. Pl., FCSI, CIM®
Assistant Vice President and Private Wealth Chief
Isabelle Dion has a Bachelor of Business Administration (1996) and a Master of Business Administration (2003) from the Université du Québec à Montréal. She holds the title of Financial Planner from the Institut québécois de planification financière (1999) and the titles of Fellow and Chartered Investment Manager from the Canadian Securities Institute. In 2005, she received the National Bank’s Pierre Paquette prize for her MBA integration project.
Ms. Dion has 25 years of experience in banking. She began her career at Laurentian Bank with the Retail Division as a Customer Service Representative and climbed the ranks to become an Advisor. In 1999, Ms. Dion moved to National Bank, where she worked first as a Financial Planner and then was a Branch Manager for almost three years. In 2011, she joined National Bank Private Wealth 1859 as a Private Advisor.
Ms. Dion joined Services d’investissement FÉRIQUE in January 2016 as Senior Director, Personalized Advisory Services and Private Wealth Group Leader. Her responsibilities include managing the team of financial planners and implementing the new service offer of FÉRIQUE Private Wealth.