Cedric Bernier – ACSI

Private Client Adviser - France, USA & Global

Cedric Bernier

Cedric was a professional hockey player in the United States before joining Wells Fargo Bank as a Private Banker. Cedric helped clients set up retirement plans, helped manage relationships with a full balance sheet approach and assisted clients with their accounts. In 2016, he transitioned to a new role as Senior Financial Adviser. He graduated from Limoilou College with a degree in Business. Cedric strives to help each one of his clients plan for a financial future in a way that best meets his or her goals. He also enjoy hockey and travelling.

Cedric joined Harrison Brook in May 2022 and focuses on the US market.

 

Qualifications 

UK 🇬🇧

EU 🇪🇺

US 🇺🇸

  • Series 66 – Uniform Combined State Law Examination – Financial Industry Regulatory Authority (FINRA)
  • Series 7 – General Securities Representative Examination – Financial Industry Regulatory Authority (FINRA)
  • SIE – Securities Industry Essentials Examination – Financial Industry Regulatory Authority (FINRA)
  • Series 63 – Uniform Securities Agent State Law Examination – Financial Industry Regulatory Authority (FINRA)
  • Series 6 – Investment Company Products/Variable Contracts Representative Examination – Financial Industry Regulatory Authority (FINRA)

Articles by Cedric Bernier – ACSI

Tax season for American Expats

Posted by Cedric Bernier | Jan 26, 2023

Tax season for American Expats 2023 changes, what you need to know.

Holistic Financial planning for UK Expats in the USA

Posted by Cedric Bernier | Sep 26, 2022

Holistic Financial planning for UK Expats in the USA

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