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Our Team

 
  
Eric Roy, CFP

Offering individual insurance for 15 years, Eric Roy is renowned for his creative, innovative and competitive insurance and exempt market planning strategies.

Always in the vanguard of the most recent advances with respect to financial advice, Eric is constantly learning, in an effort not only to expand the range of his financial tools, but also to properly advise and educate you.   

It is with this in mind that Eric has developed advanced planning strategies using life insurance, primarily at the business level. Over the past few years, the concept of “Infinite Banking” has also been a priority for his clients.

Eric focuses on original and customized financial solutions to better serve both his private and business clientele.  

An avid training enthusiast, a former national triathlete, Eric Roy has demonstrated great diligence in all the portfolios he handles, be it in terms of his availability, portfolio analysis, knowledge of current rules and customization of the strategies he maps out.

A very involved family man, Eric takes an active part in his family life and the education of his two children, together with Cathy his partner in life and his steadfast companion.  

Eric Roy makes every effort to have “Planning, Protection and Performance” take on their full meaning, when dealing with your financial and insurance portfolio.

 
 
 Martine Major -  Insurance and Segregated Funds

Working in the administration sector since 2009, Martine is constantly driven by an enthusiasm towards this line of business.

Among our team since November 2016 as the assistant for the Insurance and Segregated Funds division, she has distinguished herself, particularly, by her dedication, her professionalism and through her exceptional customer service.

Bilingual, genuine and meticulous, she answers with diligence to our business partner’s high expectations.

In her spare time, Martine loves to do arts and crafts. Great imagination!

 
 
Rebecca D’Amour Bilodeau - Assistant to Eric Roy – Exempt Market

Rebecca is the brand new addition to our team. She has been working in the administration sector since 2013 and is now joining us as Eric Roy’s Assistant for the Exempt Market.

Even though she only has been with us since recently, Rebecca is a great complement to our team. We are all pleasantly surprised by how quick of a learner she is. Her professionalism, her team spirit and her motivation are only a few of her best assets.

Born and raised in Gatineau, she has lived in Montreal for a few years to undertake her studies in literature.

Great fan of sports, reading and writing, her passions occupy most of her days when she is outside of work.

 
 
Roxanne Ethier-Hancin - Accounting

For almost 14 years now, Roxanne has been in the administrative services field helping multiple small businesses in the area. She has been a part of our team since December 2015 as our bookkeeper.

Highly organised with a great attention to detail, she takes pride in her work and sees things through to completion. Her meticulous work ethics learned over the years are fully reflected here in her work. We are grateful for all the insight and knowledge she imparts when dealing with accounting related issues.

When she is not at the office, you might find her camping with her family or helping her kids with school assignments.

 

PLANNING    •    PROTECTION    •    RETURNS