In 2020, Mr. Charles Vézina joined the Patrimonica Conseil team as an advisor for investment accounting, financial planning, and taxation.
From the Ivey Business School at Western University in Ontario, Charles obtained an Honors Bachelor of Business Administration (HBA) degree in 2017. In addition to receiving a merit scholarship, for several years he was on the Dean’s Honor List. In 2018, he completed a graduate diploma in accounting. Then, he obtained his Chartered Professional Accountant (CPA) designation from the Order of Chartered Professional Accountants of Quebec in September 2020.
From 2018 to 2020, Charles acquired significant experience as a case manager by specializing in the field of financial services within a large accounting firm. His understanding of the various issues, his sense of communication and his ability to master complex files make him an undeniable asset for the management of certain client files at Patrimonica.
Charles quickly stood out at Patrimonica for the high quality of his work, his dedication to clients and his excellent judgment, which earned him the promotion to Director at the end of 2021.