Valérie Bureau
About Valérie Bureau
Valérie Bureau is the Directrice De Comptes Gestion De Patrimoine at Desjardins in Levis, Quebec, Canada, with over 20 years of experience in financial services, specializing in wealth management and financial planning.
Current Position at Desjardins
Valérie Bureau is currently serving as Directrice De Comptes Gestion De Patrimoine at Desjardins in Lévis, Quebec, Canada. In this role, she specializes in wealth management and financial planning, leveraging over 20 years of experience in the financial services industry. Her extensive background with Desjardins, one of Canada’s largest cooperative financial groups, enables her to provide expert financial guidance and personalized customer service.
Previous Experience at Desjardins
Prior to her current role, Valérie Bureau held several positions within Desjardins. From 2007 to 2016, she was a Planificateur Financier at Desjardins Caisse du Sud de la Chaudière. From 2003 to 2007, she served as a Planificateur Financier at Desjardins Caisse de Beauce-Centre. She also worked briefly as a Conseillère en Finances Personnelles in 2003. Her various roles at Desjardins have provided her with deep insights into financial planning and client relationship management.
Career at CIBC
Valérie Bureau accumulated valuable experience at CIBC before joining Desjardins. From 2000 to 2003, she worked as Directeur de Comptes Service Bancaire Personnel. This role helped her develop a strong foundation in personal banking services and customer relationship management, skills that have been instrumental in her subsequent positions.
Educational Background
Valérie Bureau pursued her higher education at Université Laval. She studied from 1993 to 1996 and then again from 2001 to 2002. Her academic background has equipped her with the knowledge and theoretical foundations necessary for a successful career in financial services and wealth management.
Specialization and Expertise
Valérie Bureau specializes in wealth management and financial planning. With over two decades of industry experience, she has developed a robust skill set that includes personalized financial advice, comprehensive financial planning, and investment strategies. Her roles at various Desjardins branches and CIBC have honed her expertise in managing client portfolios and providing tailored financial solutions.