Samuel Proulx

About me

Passionate about finance, but above all about people, I chose to build my career as a financial security advisor to help families, couples and business owners build a solid foundation for their future. I hold a bachelor's degree in business administration with a concentration in finance, as well as a certificate in financial planning, which will allow me to obtain the title of financial planner in December 2025. This education, combined with my experience in the field, allows me to offer personalized and structured financial strategies tailored to each client's unique situation.

My approach is people-oriented and centred on relationships. Before talking about numbers, I take the time to get to know the person in front of me: their plans, values, dreams and concerns. This in-depth understanding allows me to develop concrete, simple and effective plans that respect each person's priorities while maximizing their financial potential. I work primarily with young couples, young families and entrepreneurs—dynamic clients who have clear ambitions and are looking for a trusted partner to support them in their financial growth.

Outside of work, I am passionate about sports (hockey, golf, running, tennis), and I enjoy travelling to discover new cultures and broaden my horizons. These passions also influence my approach to work, which is characterized by discipline, attention to detail, team spirit and open-mindedness. What motivates me every day is seeing my clients grow and achieve their goals, step by step. My role is to give them the tools they need, reassure them and support them in their major financial decisions with professionalism, transparency and kindness.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification