Senior Advisor and Mutual Fund Representative, Personalized Services
Marie-Carmen Sorel holds a Bachelor of Business Administration from HEC Montréal as well as a Financial Planning Certificate from UQAM, in addition to having completed the financial planning training at the IQPF.
She began her career in 2014 at Desjardins, where she successively held the positions of Teller, Mixed, Financial Services Agent, Wealth Management, and Advisor, Personal Finance.
Ms. Sorel joined FÉRIQUE Investment Services in July 2018 as Assistant, Private Wealth. She holds the position of Senior Advisor and Mutual Fund Representative, Personalized Services since May 2019.
She is responsible for a portfolio of clients and aims to listen to them, advise them and offer them an exceptional customer service experience.