About

Serge Robichaud is a bilingual financial professional with expertise in client account management and financial planning. With a strong track record in the field, he brings extensive knowledge and experience to the table. Holding a life license designation and having successfully completed the 2nd examination of the Chartered Financial Analyst designation, Serge Robichaud is well-versed in the complexities of financial planning.

Currently employed as a Financial Advisor at Canada Life & Quadrus Investments, Serge Robichaud oversees client investments, and insurance policies, and provides financial planning advice. Prior to this role, he held a similar position at Scotiabank, where he excelled in managing client accounts and delivering financial planning services. Notably, at Scotiabank, he successfully handled the financial planning and management of a sizable portfolio of over 600 client accounts, occasionally assisting in coordinating management responsibilities.

Serge Robichaud's diverse background and experience in financial planning enable him to offer clients valuable insights and guidance.

Outside of work, Serge Robichaud enjoys outdoor activities such as fishing, hiking, and camping during his leisure time. He also actively participates in various sports clubs and activities.

Serge Robichaud is a trusted financial professional who consistently delivers quality service and builds lasting relationships with his clients through his commitment and dedication.