Eric Roy

Financial Services

Since 2002, Eric has dedicated his practice to help his clients protect and grow their assets. Following in his father’s footstep in his 32 years in the business, our vision remains the same.: to provide valuable advice based on integrity and always put our client’s interest first. When it comes to wealth management or diversification, wealth protection, estate planning or planning for your children’s education, our primary purpose is to offer you personalized products, to respect your assets and the type of investor you are.

With the enviable reputation it has garnered, Eric Roy Financial Services ensures that its bilingual clients are served with the utmost consideration, fully adhering to insurance and exempt market standards.

Eager follower of training. Former triathlete at the national level, Eric Roy is extremely rigorous in all matters he deals with, whether in terms of availability, analysis of files, knowledge of current rules or the personalization of the strategies he advises.

Eric Roy strives to ensure that "Planning, Protection and Performance" makes sense when it comes to dealing with your financial and insurance needs.

Eric Roy is licensed under “Eric Roy” in the following jurisdictions for life insurance products:

AB, BC, MB, NB, NS, ON, SK, QC

Eric is also registered as “dealing representative” for exempt market through Pinnacle Wealth Brokers in the following jurisdictions:

AB, BC, MB, NB, NS, ON, SK, QC

 

PLANNING    •    PROTECTION    •    RETURNS