Bernardine has over 25 years of diverse business experience that includes specializations in financial planning and investment management.
She has nearly a decade of experience in the financial services industry, having worked with a bank-owned brokerage house, before establishing her own independent practice at Raymond James Ltd. Bernardine helps clients with their investments on both sides of the Canada/U.S. border, and is an Investment Advisor Representative and is Series 7 and Series 63 registered with Raymond James (USA) Ltd., a broker-dealer subsidiary registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation.
A firm believer in continuing education, Bernardine obtained her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and she is a registered representative with IIROC and also insurance licensed by FSCO.
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