Nicolas Poulin, BBA, F. Pl

Biography

Nicolas has a degree in business administration with a finance major from Université du Québec à Rimouski (UQAR). He’s a Wealth Manager and an accredited financial planner from the Institut québécois de planification financière. With nearly a decade of of experience in personal finance, he’s expertly qualified to manage your personal investment portfolio and help you plan for retirement.

Nicolas is an expert in pre- and post-retirement financial strategies and in helping affluent clients manage their wealth. He’s known for being detail-oriented and attentive to his clients’ needs—two big reasons why he quickly develops strong relationships built on trust. Nicolas works extensively in business development and financial planning, where he excels at finding tax strategies that work with your portfolio to create savings. He’s well-known at Desjardins for his impressive work ethic.