Isabelle Therrien
About Isabelle Therrien
Isabelle Therrien is an Adjointe Administrative at Desjardins, working in the Complexe Desjardins and Gestion privée Desjardins in Lévis, Quebec, Canada.
Current Position at Desjardins
Isabelle Therrien serves as an Adjointe Administrative at Desjardins, specifically within Gestion privée Desjardins located in Lévis, Quebec, Canada, and the Complexe Desjardins. In her role, she supports a team of highly qualified specialists who manage clients' wealth with impeccable care and the highest standards.
Experience in the Financial Sector
Isabelle Therrien brings 14 years of experience within the financial sector. Her extensive background includes a previous role as an assistant to the Senior Management of Private Management. This exposure has provided her with a deep understanding of financial planning and wealth management services.
Role in Business Solutions Management
In September 2020, Isabelle Therrien joined the Business Solutions Management team. In this capacity, she facilitates meetings between clients and specialists, ensuring seamless business appointments and providing detailed information on the services offered by Gestion privée Desjardins.
Services Provided
Isabelle Therrien offers a range of services including tax and financial planning, portfolio management, trust management, protection regimes, estate liquidation, financing, account management, philanthropy, high concierge services, and intergenerational and business transfers. Through her role, clients can arrange personalized meetings with specialists to discuss their wealth management needs.