Nancy Morin Pl. Fin.

Nancy Morin Pl. Fin. is a seasoned financial planner currently employed at IG Gestion de patrimoine since May 2012, where the focus is on enhancing clients' financial well-being through comprehensive planning services. In addition to this role, Nancy has served as a collective savings representative and a financial security advisor, emphasizing the importance of informed decision-making to achieve financial goals. Nancy's professional affiliations include membership in the Chambre de commerce et d'industrie Thérèse-De Blainville and the Chambre de la sécurité financière. Previous experience includes administrative support at GROUPE MAGMA and a role as a member services clerk at Fédération des caisses populaires Québec. Nancy's educational background includes various degrees in financial planning and management from esteemed institutions such as IQPF and Université Laval.

Location

Boisbriand, Canada

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Chambre de la sécurité financière

Mission The mission of the Chambre de la sécurité financière is to protect consumers by maintaining discipline and overseeing the training and ethics of nearly 32,000 members who work in five sectors and registration category, that is, group savings plan brokerage, financial planning*, insurance of persons, group insurance of persons and scholarship plan brokerage. The Chambre carries out its mission by stringently monitoring the practices and continuously upgrading the knowledge of these professionals.


Industries

Headquarters

Montréal, Canada

Employees

51-200

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