Associate Wealth and Investment Advisor
RBC Dominion Securities
I am privileged to be on the other side of the table from my clients and to have the opportunity to work with them to achieve their financial goals,” says Nadine Bernier, a wealth advisor specializing in responsible investments on the Asselin- Bernier Team at RBC Dominion Securities.
Bernier became one of the first RBC associates in Canada to earn the Responsible Investment Specialist (RIS) designation from the Responsible Investment Association, and she ensured other members of her team also got this credential. “The main point is to take the time with the client to understand their needs – not only the financial part of their life, but to understand the whole picture of who they are and what they want to do,” she says.
Bernier also created Finances au Féminin, which offers conferences and free videos to give women practical financial tools. Additionally, she co-founded Académie du Trésor to make financial literacy accessible to more than 30 schools in Quebec, New Brunswick and Nunavut, and she is heavily involved in the charity Project Québec-Afrique. Among other initiatives, she has built solid connections with Rwandese organizations and helped raise $700,000 for local projects.
“We are very lucky to be in an industry that allows us to live very well,” Bernier says. “You have to give back to others who are less privileged.”