Audrey Anne Harel

Wealth Advisor


Audrey Anne brings over 10 years of experience in the banking and investment industries. Recognized for her personable, proactive, and client-centered approach, she supports her clients with professionalism and care, helping them achieve their financial goals and build their wealth with confidence.

She holds a Bachelor of Business Administration from the Université de Sherbrooke, as well as a Certificate in Law from the Université de Montréal and a Certificate in Financial Planning. Since 2019, she has held the title of Financial Planner (F.Pl.), awarded by the IQPF.

Drawing on her strong expertise in financial planning and her ability to simplify complex financial concepts, Audrey Anne guides her clients through the important decisions that shape their financial journey, developing strategies tailored to their goals, needs, and aspirations.