Francis Marleau
Francis joined IG Private Wealth Management as a financial advisor in 1996. He holds a B.A. in Economics from the Université de Sherbrooke (1995), as well as Financial Security Advisor, Group Insurance and Annuity Advisor and OCRVCM training (2022). Since 2007, Francis has held the position of Division Manager, sharing his expertise with other advisors. His dedication and hard work have earned him many honours and recognitions over the years.
Francis focuses and specializes his practice with business owners and farmers. Over the years, he has built a team dedicated to his clients' financial well-being.
Alain Bergeron
Alain joined Francis' team in 2015 to bring his practice to another level while complementing Francis' strengths. He completed his training with the CIRO in 2022. Alain specializes in pre-retirement and retirement clients.
Before embarking on his career with IG, Alain completed a bachelor's degree in engineering at the Polytechnique de Montréal. His rigor and analytical skills in this field of expertise enable him to provide customer service tailored to everyone's financial needs.
Kelly Beattie
Kelly joined IG in 1999 as Executive Assistant. She is an asset to the Francis Marleau team because of her extensive expertise. She completed a B.A. in buisness administration at McGill University in 1996 and a major in accounting, which enables her to provide a high level of assistance and customer service.
Olivia Marleau
Olivia joined Francis' team in 2017 as an Administrative Assistant. She developed a passion for finance at an early age, which enabled her to join IG quickly.
Olivia joined the team as a securities advisor after graduating from HEC Montréal with a Bachelor of Business Administration in Finance.
She is now ready to meet you and to help the Marleau team serve its clients well.
Marie-Pier Dumouchel B.A.A Finance
Marie-Pier joined Francis' team as an intern during the summer of 2023. This experience enabled her to learn more about the career opportunities offered by IG.
Marie-Pier joined the team as a securities advisor after graduating from HEC Montréal with a Bachelor of Business Administration in Finance.
She is now ready to meet you and to help the Marleau team serve its clients well.