SEBASTIEN BERNIER

ASSOCIATE VP

Sebastien appears in the Top 100

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Sebastien Bernier

It’s hard for Sebastien Bernier to choose just one accomplishment to be proud of. That’s because throughout his academic and professional careers, he’s been able to face and overcome all kinds of challenges, whether it was graduating in the top 15% at John Molson School of Business while still learning English, or managing more than 500 portfolios, some valued at $300 million, as the associate vice president of Franklin Templeton, which he joined in November of 2020. Sebastien draws on his years of experience in sales, finance, and distribution channels to provide services to financial professionals. With CMT, CIM, RIPC, and SIPC designations, Sebastien helps both advisors and investors build portfolios with mutual funds and ETFs and cultivates relationships with brokers and investment professionals via practice management and investment advice. Based in Montreal, Quebec, Franklin Templeton has been serving clients for over 70 years, with millions of clients in 160 countries, and $1.5 trillion USD in assets. Of those assets, Sebastien is personally responsible for developing and raising $200 million.

 

Sebastien helps clients manage their business practices by creating plans and closing sales cycles, as well as helping them build diversified portfolios using alternative investments, equity, or fixed income. “I review their current models and help optimize their holdings with the aim of increasing returns and reducing risk,” he says. For all his considerable accomplishments, Sebastien strives to become an even more well-rounded investment professional through continued study and pursuit of further designations. “In my opinion, to become a well-rounded professional you should learn and understand all aspects of the financial industry,” he says.

 

For Sebastien, fulfilment comes from both financial achievements and the relationships he builds. “What drives me is seeing investors flourish because that has a positive impact on their personal lives as well.” Sebastian is equally committed to providing education for healthy financial practices, which aids in the continued growth of his client’s businesses and investments. This inclination stems from his own dedication to continued learning. “I always aspire to increase my knowledge and skills so that I develop as an advisor. I always want to offer the widest range of services and soundest consultation possible.”

 

Sebastien Bernier

Associate VP — Franklin Templeton