Patrice Auger
About Patrice Auger
Patrice Auger is a financial planner with extensive experience in the financial services industry. He has worked at various institutions, including Desjardins and MD Financial Management, and holds a Bachelor of Business Administration from Université du Québec à Trois-Rivières.
Work at MD Financial Management
Patrice Auger has been employed at MD Financial Management since 2021, serving as a Planificateur financier. In this role, he provides financial planning services to clients in the Mauricie region of Québec, Canada. His responsibilities include assessing clients' financial situations, developing tailored financial strategies, and guiding clients in achieving their financial goals.
Previous Experience in Financial Planning
Before joining MD Financial Management, Patrice Auger worked at several financial institutions. He was a Planificateur Financier at Desjardins from 2002 to 2015, where he gained extensive experience in financial planning. He then served as a Conseiller et Planificateur Financier at Société de services financiers Fonds FMOQ inc. from 2018 to 2021. Additionally, he worked at Banque Nationale as a Planificateur Financier from 2015 to 2018.
Education and Expertise
Patrice Auger holds a Bachelor of Business Administration (B.B.A.) in Finance from Université du Québec à Trois-Rivières, where he studied from 1992 to 1996. He furthered his education by obtaining a Certificat en Planification financière from Université Laval, completing this program from 2000 to 2002. His educational background provides a solid foundation for his expertise in financial planning.
Career at CIBC and Banque Nationale
Patrice Auger's career in finance began at CIBC, where he worked as a Directeur de comptes from 1996 to 2002. This role involved managing client accounts and providing financial advice. After his tenure at CIBC, he transitioned to Banque Nationale, where he served as a Planificateur Financier from 2015 to 2018, further enhancing his skills in financial planning.