Stephanie Pregent brings nearly two decades of experience in the banking and financial services industry. Since joining National Bank of Canada in 2007, she has focused on delivering tailored wealth management solutions, specializing in strategies for asset accumulation, retirement planning, and estate preservation. Her approach is rooted in building long-term relationships and providing personalized guidance aligned with each client’s unique goals.
She holds the Certified Financial Planner (CFP) designation and is a Fellow of the Canadian Securities Institute (FCSI®), reflecting her commitment to the highest standards of professionalism and ethical practice. Stephanie is also licensed in insurance and actively pursues continuing education to maintain her expertise and stay current with industry developments.
Outside of her professional responsibilities, Stephanie is deeply engaged in her community. Over the past 15 years, she has volunteered with various charitable foundations, driven by a strong belief in fostering inclusivity and positive social impact. In her personal time, she is actively involved in youth sports, proudly supporting her daughter as a hockey goalie and serving as a team trainer.