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Comments from Shows > Financial Planning Professional at Canada Life and
Financial Planning Professional at Canada Life and
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haniakhan2
51 posts
Mar 05, 2025
10:09 PM
Serge Robichaud is a bilingual financial professional with significant experience in managing client accounts and providing comprehensive financial planning services. He holds a life license designation and has completed the 2nd examination of the Chartered Financial Analyst designation with the CFA Institute. Additionally, he has completed various
financial planning courses and certifications with the Canadian Securities Institute.
In his current role as a Financial Advisor with Canada Life and Quadrus Investments, Serge Robichaud is responsible for managing client investments and insurance policies in coordination with comprehensive financial planning. Before this, he worked with Scotiabank, where he provided financial planning advice to clients.
Serge Robichaud


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