Serge Robichaud is a financial professional affiliated with Canada Life and Quadrus Investments. Fluent in both English and French, Serge brings invaluable knowledge and practical experience to his clientele. As an accomplished financial advisor, Serge oversees client accounts and delivers comprehensive financial services. With a life license designation and a strong commitment to continuous professional […]
Search Results for: financial advisor
4 Questions for Financial Advisor Serge Robichaud on Making a Career in Wealth Management
August 11, 2023 By
5 Problems With Being a Financial Advisor in 2022
May 21, 2022 By
If you’re thinking about becoming a financial advisor, it’s important to understand the profession’s role. The job requires someone with a lot of knowledge who can help clients make decisions about their money. Financial advisors are often employed by banks or other large institutions and work directly with customers to help them set up financial […]
Powerful Ways to Market Your Financial Advisory Business on a Limited Budget
September 22, 2021 By
As a financial advisor, it is important to find the right methods to really bring in the customers and make sure that you can grow your business. As you first get started, you may find that you are on a limited budget, which means you will not be able to spend thousands of dollars to […]
How to Choose the Right Real Estate Investment Advisors or Financial Planners
May 24, 2023 By
If you’re considering investing in the real estate market, you may have many questions about where to start. It can be unnerving to figure out who the right people to help you make decisions are. While many different types of advisors and financial planners exist, some key criteria should be considered when selecting the right […]
AI-Powered Financial Planning Tools: How They Help Customers Achieve Their Financial Goals
November 9, 2023 By
In the ever-changing world of personal finance, we all yearn for better ways to manage our money, save for the future, and achieve our financial dreams. Traditional financial planning often feels like a complex and overwhelming maze. But in this age of technological innovation, there’s a glimmer of hope in the form of artificial intelligence […]
