Alexandre Bernier
CFP®, CIM®, PFP® · LLM (International Business)
Financial Planner at Exponent Investment Management
English · Français
About
Alexandre Bernier is a Canadian financial planner with 18 years of experience across banking, wealth management, and comprehensive financial planning. He began his career as a teller at 18, moved into wealth management at 24, and has spent the years since translating tax rules, investment mechanics, and account-structure quirks into plain language for Canadian households.
The calculators on this site are the direct output of that day-to-day planning work. Each tool uses the same math a planner would apply for a client - no gimmicks, no upsells, no email walls. Everything on FinancialTools.ca is free, bilingual (English and Canadian French), and updated each tax year against primary sources: canada.ca, Revenu Québec, the Department of Finance, and provincial ministries.
Alexandre volunteered with the Canadian Securities Institute (CSI) in 2024, supporting its PFP® certification program. He works in both official languages and holds his professional practice to the standards set by FP Canada and the CSI.
Credentials
- Certified Financial Planner (CFP®) FP Canada · First certified 2019 · In good standing
- Chartered Investment Manager (CIM®) Canadian Securities Institute
- Personal Financial Planner (PFP®) Canadian Securities Institute
- Master of Laws (LLM), International Business Earned in the United Kingdom
Verify these credentials
CFP® (FP Canada registry): View profile 367477 on the FP Canada Planner Directory →
CIM® / PFP® (Canadian Securities Institute): the CSI directory does not publish per-person permalinks. Verify via CSI's CIM designation lookup → and search "Alexandre Bernier". The PFP® designation is corroborated on his LinkedIn profile.
Elsewhere
Articles and calculators
Every calculator and article on this site is written or reviewed by Alexandre. See the full library from the home page or browse the blog archive.