Serge Robichaud is a bilingual financial professional, recognized for his ability to manage client accounts and provide ethical financial planning services. His experience in financial planning is supported by his life license designation, completion of the 2nd examination of the Chartered Financial Analyst designation, and a number of financial planning courses and certifications from the Canadian Securities Institute.
Currently, as a Financial Advisor at Canada Life & Quadrus Investments, Serge Robichaud helps manage client investments and insurance policies and provides financial planning advice. Prior to this, he held similar positions at BMO and Scotiabank, where he helped manage client accounts and offered financial planning services. At Scotiabank, he was responsible for the financial planning and management of more than 600 client accounts, occasionally helping to coordinate management responsibilities.
Serge Robichaud is a financial professional with a diverse skill set, language proficiency, and extensive experience in financial planning. He is dedicated to providing valuable insight and guidance to his clients, helping them achieve their financial goals.
In his free time, Serge Robichaud enjoys pursuing his passion for the outdoors through activities such as fishing, hiking, and camping. He also enjoys participating in various sports clubs and activities.