Our team

I am

Charles Robert, Vice-president , Financial security advisor,Group insurance and annuity plan advisor, Representative of a Mutual Fund Dealer


Financial security advisor

Group insurance and annuity plan advisor 

Representative of a Mutual Fund Dealer ***

Financials services cabinet


Charles has ten years of experience in customer relations and in financial services.

He is a leader, energetic with a considerable amount of devotion. These talents makes him the director of our company.

He is constantly opened to new opportunities of development in the company as of the needs towards his clients and advisors. Being positive and proactive, he is devoted in finding solution to all situations.

***Rattaché auprès de Mérici Services Financiers Inc.***

Back to members

Are you interested in our products?

Meet - us

It will be our pleasure to answer all your questions!

Make an appointments