Our team specializes in financial management for individuals, families and business owners. Throughout life, various important moments determine the flow of money, where the stakes are high and emotions are charged. We offer financial planning and management services that are designed to enable informed and focused decision making under a trusting business relationship.
Insurance Advisor
Alliance Wealth Management
Coordinator
Aviso Wealth
Tel.: 705-753-2971
vbenoit@alliancewealth.ca
Located in the Nipissing/North Bay area, Virginie Benoit is an Insurance Advisor for Alliance Wealth Management and team coordinator for Aviso Wealth. She reviews documents and submits quotes and insurance applications and can also answer questions pertaining to investments.
Since the beginning of her career, Virginie has had the opportunity to acquire extensive knowledge in the financial industry. She has held the position of Member Services Officer as well as Financial Services Officer in the wealth management departments of the personal and business sectors at Caisse Alliance. Therefore, she was able to develop her knowledge about investments, personal loans and mortgages. Dedicated to her professional growth, Virginie has successfully completed the LLQP insurance course offered by the Canadian Securities Institute (CSI) and is currently taking the Canadian Securities Course (CSC®) offered by the Canadian Securities Institute (CSI) with the goal of becoming an investment fund advisor.
Dedicated and committed, she strives to improve her knowledge and develop her skills to better serve the members.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Alliance Wealth Management is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of Caisse Populaires and their communities. Trade-mark(s) of Alliance Wealth Management are used under licence by Aviso Insurance Inc.