Sophie Touchette

Sophie Touchette, MBA, RIS has a diverse work experience in various roles within the financial industry. Sophie is currently working as the Vice President, Sales - NEI Investments at Aviso Wealth since July 2023. Prior to that, they were a Senior Business Advisor at CIBC from June 2022 to July 2023. From August 2020 to June 2022, Sophie worked as an Investment Specialist at Caisse Financial Group / Caisse Groupe Financier. Before that, they held the position of Private Wealth Associate at IG Wealth Management from April 2018 to January 2020. Sophie started their career as a Bilingual Wealth Planning Analyst at Assante Wealth Management in January 2015, where they worked until April 2018.

Sophie Touchette, MBA, RIS holds a Master of Business Administration (M.B.A.) degree with a specialization in Marketing from the University of Manitoba, which they completed between 2016 and 2019. Prior to that, they earned a Bachelor of Business Administration (BBA) degree in Accounting from Université de Saint-Boniface, where they studied from 2010 to 2014. In addition to their academic achievements, Sophie has obtained various certifications including the Certificate in Advanced Financial Advice and Advanced Mutual Funds Advice from the Canadian Securities Institute, as well as the Responsible Investment Specialist (RIS) designation from the Responsible Investment Association. Sophie obtained the Investment Funds in Canada (IFC) certification from the Canadian Securities Institute in 2020.