Samuel Proulx

About me

As a financial security advisor, I am passionate about finance, but above all about people. I chose to build my career 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 and I became a financial planner in early 2026. 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.

But beyond the numbers, it's the personal relationships that motivate me. Before talking about investments or taxes, I take the time to get to know the person in front of me: their plans, priorities, dreams and concerns. Because a good financial plan doesn't start with an Excel spreadsheet—it starts with a sincere discussion. I work primarily with young couples, young families and entrepreneurs—ambitious, growth-oriented people who want to make the right decisions now to avoid costly mistakes later. My role is to be a trusted partner, present at strategic moments as well as in more uncertain times.

Outside of work, I am passionate about sports (hockey, golf, running, tennis), through which I've learned about the importance of discipline, consistency and teamwork. These values also guide my professional practice. What motivates me every day is seeing my clients grow, gain confidence and achieve their goals, step by step. I am committed to providing professional, transparent and personal support, so that every financial decision is carefully considered and aligned with their aspirations.

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