Financial Planner and Mutual Fund Representatitve, Personalized Services and Private Wealth
Étienne Roy holds a Bachelor of Business Administration degree and the title of Financial Planner.
Mr. Roy has 10 years of experience in the financial services, insurance and wealth management sectors. He began his career as a Financial Security Advisor and Mutual Fund Representative with Sun Life Financial. He then held the position of Senior Account Manager and Mutual Fund Representative at RBC. In 2015, he returned to Sun Life as a Financial Planner, Estate and Financial Planning Services. He joined FÉRIQUE Investment Services in April 2018.
With his knowledge of the industry and experience, Mr. Roy offers a personalized approach and sophisticated, relevant financial advice meeting the complex and varied needs of FÉRIQUE’s clientele