Julie Bergeron
About Julie Bergeron
Julie Bergeron serves as a Conseillère en sécurité financière and Représentante en épargne collective at Primerica in Montréal, Québec, where she has worked since 2018. She provides personalized financial advice to help families achieve financial independence.
Work at Primerica
Julie Bergeron has been employed at Primerica since 2018, serving as a Conseillère en sécurité financière and Représentante en épargne collective. In her role, she provides personalized financial advice to clients, aligning with Primerica's mission to help families achieve financial independence. Primerica is recognized as the largest independent financial services marketing firm in North America, which enhances the scope of services offered by its representatives.
Education and Expertise
Julie Bergeron studied at SAJE Montréal Centre, where she focused on Activités entrepreneuriales et exploitation des petites entreprises. She completed her studies in 2017, earning a Certificat d'aptitude professionnelle. This educational background equips her with the necessary skills to advise clients on financial matters effectively.
Background
Julie Bergeron is based in Montréal, Québec, Canada. She has dedicated her career to the financial services industry, particularly in the areas of financial security and collective savings. Her work contributes to the broader mission of Primerica, which emphasizes financial education and independence for families.
Achievements
Primerica, where Julie Bergeron works, was recognized by Forbes in 2015 as one of the '50 Most Trustworthy Financial Companies'. This recognition highlights the company's commitment to integrity and trust in the financial services sector, reflecting the standards that representatives like Bergeron uphold in their client interactions.