Serge Robichaud

Angestellt, Investment Representative, Quadrus Investment Services

Moncton, Kanada

Über mich

Serge Robichaud is a skilled financial professional who has experience in managing client portfolios and delivering comprehensive financial planning services. He is fluent in both English and French, enhancing his ability to serve a diverse clientele effectively. Serge holds a life license designation and has completed the second level of the prestigious Chartered Financial Analyst (CFA) program. Additionally, he has undertaken numerous financial planning courses and earned certifications from the Canadian Securities Institute.

Fähigkeiten und Kenntnisse

Finance
Financial Planning
Financial Analysis
data
managing portfolio

Werdegang

Berufserfahrung von Serge Robichaud

  • Bis heute 8 Jahre und 4 Monate, seit Feb. 2016

    Financial Advisor

    Canada Life

  • Bis heute 8 Jahre und 4 Monate, seit Feb. 2016

    Investment Representative

    Quadrus Investment Services

  • 5 Jahre und 9 Monate, Jan. 2005 - Sep. 2010

    Financial Advisor

    Scotiabank

Ausbildung von Serge Robichaud

  • 1998 - 2002

    Business Administration (Major in Finance), Accounting and Finance

    University of Moncton

  • 1997 - 1998

    Degree in Business & Financial Services, Banking and Investments

    Oulton College

21 Mio. XING Mitglieder, von A bis Z