
Pierre Bernier
A dynamic, bilingual - English/French, holistic, relationship focussed wealth planning leader with significant and diverse experience in the... | Greater Ottawa Metropolitan Area, Greater Ottawa Metropolitan Area, Canada
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Pierre Bernier’s Emails pi****@sc****.com
Pierre Bernier’s Phone Numbers No phone number available.
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Pierre Bernier’s Location Greater Ottawa Metropolitan Area, Greater Ottawa Metropolitan Area, Canada
Pierre Bernier’s Expertise A dynamic, bilingual - English/French, holistic, relationship focussed wealth planning leader with significant and diverse experience in the financial industry. Proven record for leading successful cross-functional teams and the ability to collaborate with other financial professionals at every level. A big-picture collaborator who applies a detailed, analytical approach to bringing results in on time. A balanced and influential leader known for creating teams that work synergistically to drive change and deliver best-in-class value to his clients through continuous improvement of their wealth plans. Over twenty-five years of progressive wealth management experience within the financial services industry. Seventeen years leading teams of wealth specialists to deliver superior service and quality solutions to ultra-high net worth families, high net worth families, business professionals, business owners, farmers, and other corporate clients. Effective and efficient leader in business development, creating multiple advisory teams by bringing together the internal resources of the organization. Collaborating within all levels of internal partners and business heads, with visibly promoting our brand to the community through targeted networking. Capable of reviewing, analyzing, and negotiating complex, multimillion dollar wealth opportunities using the highest professional standards and practice. In addition to a natural desire and motivation to achieve and surpass goals, I have been fortunate to consistently achieve top quartile performance in advisory/managerial roles where I have refined my interpersonal skills, my process to achieve success, and to thrive in a collaborative, team focused environment. Specialties: Leading teams of professionals, financial planning, investment reviews, Private Banking, insurance, Estate Planning and Administration, comprehensive Request for Proposals (RFPs) to organizations.
Pierre Bernier’s Current Industry Bmo Private Wealth
Pierre
Bernier’s Prior Industry
Chad
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Cibc
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Scotiabank
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Rbc
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Yorkville Asset Management
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Bmo Wealth Management
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Bmo Private Wealth
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Work Experience

Bmo Private Wealth
Investment Advisor and Financial Planner
Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bmo Wealth Management
Private Wealth Consultant
Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Yorkville Asset Management
Director Business Development
Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Yorkville Asset Management
Wealth Advisor
Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc
Investment Retirement Planner
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Scotiabank
Financial Consultant
Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc
Financial Advisor
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Chad
Manager
Sun Sep 01 1991 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)