Eliane Dextradeur
Wealth Management Analyst
Talent
GranbyMember since October 2, 2026
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About
Design and presentation of retirement-focused financial plans Preparation and facilitation of financial planning meetings Development of wealth accumulation and decumulation strategies
Experience
Wealth Management Analyst - Archer Gestion de patrimoine - Montréal
(2025-06)
- Design and presentation of retirement-focused financial plans
- Preparation and facilitation of financial planning meetings
- Development of wealth accumulation and decumulation strategies
- Optimization of compensation strategies for executives and business owners
- Corporate tax planning and optimization
Investment Associate - Gestion Privée 1859 - Québec
(2023-09 - 2025-05)
- Execute instructions related to deposits, withdrawals, transfers, and currency conversions across all investment accounts, while ensuring thorough follow-up on these transactions.
- Support investment advisors in providing a high level of client service
- Analyze and open client files while keeping them up to date.
Education
Chartered Investment Manager CIM - Canadian Securities Institute (2026)
Bachelor of Business Administration - Accounting and Finance concentration, bilingual program - Université de Sherbrooke, Sherbrooke (2020 - 2023)
Accounting and Management Techniques - Collège Champlain, Lennoxville (2017 - 2020)
