François Bertrand-Fradet, FSA, FCIA
Director, Financial Advice and Retention Strategy
Group Benefits and Retirement Solutions
iA Financial Group
About
A trained actuary and Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries, François Bertrand-Fradet has been with iA Financial Group since 2009. He heads the team responsible for the development and deployment strategies of our financial advisory services for our business segment. This team develops and delivers advisory services that enable clients to optimize their financial wellbeing.
François has held various key actuarial and financial roles, including on the US Operations team, in Corporate Actuarial Services and Group Savings and Retirement. Among other notable contributions, he has helped develop strategies and implement initiatives aimed at optimizing growth and risk management.
He leverages his expertise and vision to guide his team in delivering an experience that fosters lasting relationships with clients, extending well beyond retirement or termination of employment. He has made it his duty to materially contribute to the evolution of structures and processes to continuously enhance the client experience.