Serge has a BA in Economics from the University of Montreal and a Certificate in Financial Planning from the Université du Québec à Montréal. In addition, Serge is licensed by l’Autorité des marchés financiers as a Group annuity plans advisor and is a member of l’Institut québécois des planificateurs financiers (IQPF).
Serge has over 20 years experience in the financial industry having worked in several major financial institutions as a Group Annuity Plans advisor and Financial Planner.
He currently works in an insurance firm where he offers consulting services in financial planning and pension plans for corporate and individual customers. He organizes conferences related to investments (mutual funds and segregated funds), retirement planning, pension plans and succession planning.
His professional experience and knowledge will facilitate candidates’ ability to assimilate the subject matter of Segregated Funds and Annuities.