Your Financial Advisor in Ottawa/Gatineau




Financial Advisor
Private Equity
*Portfolio Management

Working as a certified financial advisor since 2002, Eric has dedicated his practice to helping his clients protect and grow their assets. Following his father’s footstep in his 32 years in the financial advisor 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 financial advice for wealth management or portfolio 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. For Eric, the objective remains the same: to apply an uncompromising standard of professionalism when it comes to growing your money, protecting your loved ones, arranging your company succession or estate.

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.

* Portfolio Management services in partnership with Newport Private Wealth and Connor, Clark and Lunn Financial Group.

 
Eric Roy is licensed under “Eric Roy” for life insurance products and also registered as  “dealing representative” for exempt market through Pinnacle Wealth Brokers, in the following jurisdictions:

Alberta, British Columbia, Manitoba, New Brunswick, Ontario, Saskatchewan, and Quebec 

 

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PLANNING    •    PROTECTION    •    RETURNS