About Audrey Thorn-Grégoire

I have worked in the financial sector for over 10 years. I hold a bachelor’s degree in commerce with a major in finance and a minor in economics from Concordia University. I have held my financial planner designation from the IQPF since 2019. I am also certified as a responsible investment specialist by the Responsible Investment Association of Canada. I am passionate about finance, economics and entrepreneurship.

It was after going to Bangladesh to do an internship at Grameen Bank, a bank that specializes in microcredit, that my interest in more human, more sustainable and more responsible finance developed. By offering planned giving strategies adapted to my clients wishing to add a social impact to their financial planning, we contribute together in this direction. A good planned giving strategy can be very beneficial and provide significant tax savings while benefiting your favorite charity(ies). In a certain way, it’s a great opportunity to give your dollar a second life.

Typical Clients

I put my expertise at the service of individuals, families, self-employed workers, professionals, business owners, donors wishing to optimize taxation and the scale of their donation as well as all people pursuing philanthropic objectives .