Serge Renaud

About me

Do you lead a small- or medium-sized business? Are you a self-employed worker? Do you have a family? 

My expertise and career have grown thanks to healthy and transparent collaborations. Trust me to help you make your important decisions. I am an experienced financial advisor, known for my strategic thinking and client-based approach. Because you spend most of your time building your career or taking care of your family, you should also take the time to structure and protect your assets while building for the future. I focus my efforts to help you find the best solutions for your small- or medium-sized business, your family and you while taking into account your reality and issues, not only my product portfolio. 

I have 15 years' experience in financial services and am a sales manager and coach for my company. I am also passionate about entrepreneurship and wealth management. I contribute to the financial success of entrepreneurs, corporate leaders, self-employed workers and families. I help those who want to LEARN, DECIDE and ACT so they can implement better financial management practices and be able to face the unexpected and sudden changes life can throw at us. By giving you advice and suggesting different products and services, I can support you and help you put your energy toward achieving your objectives without having to worry about your financial situation. My areas of expertise include shareholder agreements, strategic financial management for small- and medium-sized businesses, life and disability insurance, mortgages and RRSP, TFSA and RESP investments.

Feel free to contact me if you want to protect what you have now and plan for a sound financial future adapted to your reality.

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