Financial Advisor in New Brunswick, Canada
Serge Robichaud is a bilingual financial professional with a proven track record of managing client accounts and providing comprehensive financial planning services. With a life license designation and the completion of the 2nd examination of the Chartered Financial Analyst designation, Robichaud possesses knowledge in the field of financial planning. In addition, he has completed a number of financial planning courses and certifications with the Canadian Securities Institute.
Currently, Serge Robichaud serves as a Financial Advisor at Canada Life & Quadrus Investments, where he manages client investments and insurance policies while offering comprehensive financial planning advice. Before this, he held similar roles at BMO and Scotiabank, where he managed client accounts and provided financial planning services. At Scotiabank, Serge Robichaud was responsible for the financial planning and management of more than 600 client accounts, while occasionally or helping to coordinate management responsibilities.
With his diverse skill set, language proficiency, and extensive experience in financial planning, Serge Robichaud is a qualified financial professional who can offer valuable insight and guidance to his clients.
In his free time, Serge Robichaud enjoys participating in outdoor activities such as fishing, hiking, and camping, as well as various sports clubs and activities.