Présidente , Cabinet De Services Financiers Investi-Secur Inc.
Current
Cabinet De Services Financiers Investi-Secur Inc.
2017 - Present
~9 yrs 5 mos
AeroLeads people directory · profile
Catherine Poirier Email & Phone Number
Présidente , Cabinet de services financiers Investi-secur Inc.
at
Investia Services financiers
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✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Présidente , Cabinet de services financiers Investi-secur Inc.
Location
Mirabel, Quebec, Canada
Company size
Who is Catherine Poirier? Overview
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Quick answer
Catherine Poirier is listed as Présidente , Cabinet de services financiers Investi-secur Inc. at Investia Services financiers, a company with 512 employees, based in Mirabel, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Catherine Poirier.
Catherine Poirier previously worked as Présidente , Cabinet de services financiers Investi-secur Inc. at Cabinet De Services Financiers Investi-Secur Inc. and Représentante en épargne collective at Investia Services Financiers. Catherine Poirier holds Tout Sur Les Finances Et Les Services Financiers from Les Formations Et Les Perfectionnements Font Partie De Mon Quotidien ....
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Investia Services financiers
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Profile bio
About Catherine Poirier
Ma carrière occupe une grande place dans ma vie J'aime beaucoup aider les gens à atteindre leur sécurité financière. Pour moi, il est primordial d'établir le bon profil de mon/ma client(e) et surtout de bien comprendre leur tolérance au risque. Cibler votre besoin et votre profil d'investisseur est ma prioritéPour ensuite émettre des suggestions et des options en fonctions de vos besoins. On me décrit comme suit : * Douée au service à la clientèle;* Capacité de garder une clientèle satisfaite et fidèle * Informer, orienter, supporter, conseiller et encourager * Sens des responsabilités, excellente initiative au service à la clientèle, * Écoute active des besoins du client, faire des suggestions pour les aider à atteindre leur sécurité financière.
Listed skills include Marketing, Communication Marketing, Coaching, Social Media, and 25 others.
Current workplace
Catherine Poirier's current company
Company context helps verify the profile and gives searchers a useful next step.
Investia Services Financiers
6 roles · 15 years
Catherine Poirier work experience
A career timeline built from the work history available for this profile.
Représentante En Épargne Collective
Groupe Financier Investi-Vie
Groupe Financier Investi-Vie
Nov 2009 - Apr 2022
Représentante En Plan De Bourse D'Étude - Reéé -
Régime Enregistré Épargne Étude - Reéé -
Sep 2009 - Nov 2013
Régime Enregistre Épargne Études ; Entente De Partenariat
Offrir les programmes REÉÉ avec un Capital garanti (Régime Enregistré Épargne Étude) au besoin de sa clientèle; Pour les familles... afin d'assurer de fidéliser sa clientèle à son Cabinet - Les Services Financiers Francine Lavallée.
2011 - 2013
~2 yrs
Gestionnaire De Credit
Domaine Financier
Analyser les demandes de crédits et assurer qu’elles soient remplies conformément aux politiques et aux normes établiesParticiper aux fonctions administratives de la succursale; l’entrée des données des documents, tous les prêts, traitement des paiements, gestion de caisse, envoi et réception de courriels,...
Jun 2008 - Dec 2008
Team & coworkers
Colleagues at Investia Services financiers
Other employees you can reach at investia.ca. View company contacts for 512 employees →
RD
Ricky Diankulu
Colleague at Investia Services FinanciersSt. Catharines, Ontario, Canada, Canada
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RL
Réginald Landry
Colleague at Investia Services FinanciersGreater Montreal Metropolitan Area, Canada
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RL
Robin Lindsay
Colleague at Investia Services FinanciersLondon, Ontario, Canada, Canada
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EL
Etienne Lemelin
Colleague at Investia Services FinanciersSainte-Marie, Quebec, Canada, Canada
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MD
Mario Drolet
Colleague at Investia Services FinanciersQuébec, Quebec, Canada, Canada
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RS
Rob Stewart
Colleague at Investia Services FinanciersOttawa, Ontario, Canada, Canada
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BV
Brett Volpe Ba Clu Chs Ris
Colleague at Investia Services FinanciersOakville, Ontario, Canada, Canada
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JC
Jenna Corbett
Colleague at Investia Services FinanciersCanada, Canada
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LG
Lorraine Graham, Chs,Ccs
Colleague at Investia Services FinanciersKitchener, Ontario, Canada, Canada
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RN
Richard Navarro Cfp
Colleague at Investia Services FinanciersCanada, Canada
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Ricky Diankulu
Colleague at Investia Services FinanciersSt. Catharines, Ontario, Canada, Canada
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RL
Réginald Landry
Colleague at Investia Services FinanciersGreater Montreal Metropolitan Area, Canada
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RL
Robin Lindsay
Colleague at Investia Services FinanciersLondon, Ontario, Canada, Canada
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EL
Etienne Lemelin
Colleague at Investia Services FinanciersSainte-Marie, Quebec, Canada, Canada
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MD
Mario Drolet
Colleague at Investia Services FinanciersQuébec, Quebec, Canada, Canada
View →
RS
Rob Stewart
Colleague at Investia Services FinanciersOttawa, Ontario, Canada, Canada
View →
BV
Brett Volpe Ba Clu Chs Ris
Colleague at Investia Services FinanciersOakville, Ontario, Canada, Canada
View →
JC
Jenna Corbett
Colleague at Investia Services FinanciersCanada, Canada
View →
LG
Lorraine Graham, Chs,Ccs
Colleague at Investia Services FinanciersKitchener, Ontario, Canada, Canada
View →
RN
Richard Navarro Cfp
Colleague at Investia Services FinanciersCanada, Canada
View →
9 education records
Catherine Poirier education
Tout Sur Les Finances Et Les Services Financiers
Les Formations Et Les Perfectionnements Font Partie De Mon Quotidien ...
Permis En Épargne Collective, Finance And Financial Management Services, Succès
Csi ; Fonds D'Investissement Au Canada (Fic)
Permis En Assurances De Personnes Et Fonds Distincts - Conseillère En Sécurité Financière, Finance And Financial Management Services, Succès
Formations Avec L'Autorité Des Marchés Financiers
Domaine Financier
Formation Continue De Adreec
Perfectionnement, Les Reunions; Comme Moyen De Communication, Loi Du 1% Sur La Formation,
Formations
Domaine Financier
Network; Domaine Financier
3 Cours: Perfectionnement
Cld, Centre Local Développement
Aec; En Logiciel De Gestion
Cégep André-Laurendeau, Ville Lasalle
Reflexologie, Medecines Alternatives,
Diplôme Association Canadienne De Réflexologie,
FAQ
Frequently asked questions about Catherine Poirier
Quick answers generated from the profile data available on this page.
What company does Catherine Poirier work for?
Catherine Poirier works for Investia Services financiers.
What is Catherine Poirier's role at Investia Services financiers?
Catherine Poirier is listed as Présidente , Cabinet de services financiers Investi-secur Inc. at Investia Services financiers.
Where is Catherine Poirier based?
Catherine Poirier is based in Mirabel, Quebec, Canada while working with Investia Services financiers.
What companies has Catherine Poirier worked for?
Catherine Poirier has worked for Cabinet De Services Financiers Investi-Secur Inc., Investia Services Financiers, Groupe Financier Investi-Vie, Régime Enregistré Épargne Étude - Reéé -, and Partenariat Avec Service Financiers Francine Lavallée.
Who are Catherine Poirier's colleagues at Investia Services financiers?
Catherine Poirier's colleagues at Investia Services financiers include Ricky Diankulu, Réginald Landry, Robin Lindsay, Etienne Lemelin, and Mario Drolet.
How can I contact Catherine Poirier?
You can use AeroLeads to view verified contact signals for Catherine Poirier at Investia Services financiers, including work email, phone, and LinkedIn data when available.
What schools did Catherine Poirier attend?
Catherine Poirier holds Tout Sur Les Finances Et Les Services Financiers from Les Formations Et Les Perfectionnements Font Partie De Mon Quotidien ....
What skills is Catherine Poirier known for?
Catherine Poirier is listed with skills including Marketing, Communication Marketing, Coaching, Social Media, New Business Development, Marketing Communications, Strategic Planning, and Business Strategy.
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