Frédéric Robin, B.Comm., F. Pl.
Financial planner and Mutual Fund Representative, Personalized Services and Private Wealth
Frédéric Robin graduated in Commerce from McGill University (1994), he has a degree in Management from McGill (1997), a training in Canadian Securities (1996) and holds the Financial Planner designation (2003). After his studies, he worked for the Laurentian Bank as an Investment and Loan Advisor (1996). In 1997, he became a Financial Advisor Representative for the Royal Trust. From 2000 to 2004, Mr. Robin held the position of Analyst for T.E. Financial Consultants Ltd. Later, he was appointed Associate, Wealth Management for RBC Dominion Securities (2004).
Mr. Robin joined the team at the Services d’Investissement FÉRIQUE in 2006. Since then, he has been responsible for advising clients on their financial situation. His expertise allows him to help clients build their investment portfolio and to prepare a realistic retirement plan. He brings to the organization expertise in portfolio management and financial planning. He shows a great sense of devotion and communication skills that allow him to establish solid and trustworthy relationships.