Serge Robichaud is a bilingual financial professional, fluent in both English and French. He is well regarded for his ability to manage client accounts and provide ethical financial planning services. To date, he holds a life license designation and has completed the second examination of the Chartered Financial Analyst program, as well as financial planning courses and certification from the Canadian Securities Institute.
Serge is currently a financial advisor at Canada Life & Quadrus Investments, where he provides financial planning advice and manages client investments and insurance policies.
Previously, Serge held a similar role in the banking industry for over a decade, where he offered financial planning services and managed client accounts. During his tenure at Scotiabank, he was responsible for the financial planning and management of over 600 client accounts, occasionally assisting with management responsibilities.
Serge is a skilled financial professional with a broad range of experience, language proficiency, as well as extensive experience in financial planning. He’s committed to providing his clients with valuable insights as well as guidance, enabling them to achieve their financial goals.
When he's not working, Serge enjoys pursuing his love of the outdoors by engaging in activities such as fishing, hiking and camping. He is also an active participant in various sports clubs and activities.
