Jade Bergevin Pl. Fin., B.B.A.

Financial Planner,
Financial Security Advisor,
Mutual Funds Representative

Since her early childhood, Jade has developed a curiosity and love for cooking. She loves to create new dishes from scratch, only through her imagination and creativity. The discovery of new flavors led her to a new passion: travel. Indeed, travel has allowed her to learn more about different cultures and, even more importantly in her eyes, to develop new human relationships. 

Jade has always been committed to excellence and continuous professional development. Holding a Bachelor's degree in market finance from HEC Montreal and the Financial Planner designation, she combines technical expertise, attentive listening, and strategic thinking to help clients achieve their financial goals. As an ambassador for the Institute of financial planning and vice president of communications for the Aile jeunesse de la Chambre de commerce et de l'Industrie du Haut-Richelieu, she actively contributes to the advancement of her profession and the development of the next generation of professionals. Driven by intellectual curiosity and a desire to continuously expand her knowledge, she is currently pursuing a Master's degree in taxation at the Université de Sherbrooke. 

Being creative, bringing innovative methods, building relationships, analyzing her environment and being an intrapreneur are what motivate her. Jade is 110% committed to her work. She wants to accompany clients towards financial independence by providing them with advice and solutions adapted to their reality and that will help them make the best decisions.


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