We are pleased to welcome Marie-Josée Vandal to our investment consulting practice. As a Senior Consultant in our Montréal office, Marie-Josée’s role will involve providing asset management consulting services to a diversified clientele.

“Backed by her extensive experience, Marie-Josée brings a wealth of expertise in asset management, with a particular focus on accumulation plans. Her dynamic personality and strong communication skills will be undeniable assets for both PBI and our clients. Her leadership skills will also play an essential role within the team. We are delighted that Marie Josée has chosen to join us at PBI. Welcome Marie-Josée!” (Guy Beaulieu, Montreal office Practice Leader)

With a degree in mathematics (actuarial focus), Marie-Josée first gained in-depth knowledge of pension plans, before turning her attention to their investment side. She was initially involved in the development and monitoring of retirement savings investment platforms for an insurer. Drawing on her experience, she has chosen to pursue her career in client consulting, with a focus on accumulation plans. She advises plan sponsors on risk management, including the development of governance frameworks, as well as reviewing plan design, investment structure, and member communication strategies.

“I’m very excited to be joining an employee-focused company, and I’m looking forward to bringing my experience to a group whose vision, values, and culture resonate deeply with my own convictions.” (Marie-Josée Vandal)