Nicolas Bernier wants advisors to look to him as their insurance partner. Nicolas has a knack for explaining concepts and products. His analytical approach means he is skilled at finding the right product for any client. He’s focused on helping advisors achieve their goals and grow their business.
Before joining Sun Life, Nicolas was a financial advisor specializing in Insurance, taxation and advanced strategies. He is a member of the IQPF and was a top 25 graduate of the 2017-18 IQPF cohort. He also earned a Bachelor of Business Administration from the Université Laval. His academic achievements include becoming the recipient of the Université Laval IQPF scholarship for academic excellence.
In addition to understanding the realities of working with Clients, Nicolas also enjoys coaching and supporting advisors. His goal is to help advisors progress to the next level in their careers. Some of his training expertise revolves around growing sales volume, honing in on more advanced clients, and complex tax concept. He delivers these topics through virtual and in-person session and through one-on-one meetings.
As a Regional Sales Director, Nicolas believes in building strong relationships with advisors. This allows him to understand their needs and help them drive sales growth. He’s known for building advanced strategies for entrepreneurs and high-net-worth clients. By providing comprehensive analysis of strategies, Nicolas is able to help advisors find the right solutions clients – whether they run corporations or are looking for products to protect their families.
