Investia Services Financiers inc.

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Investia Services Financiers inc. Employees

Employee
Years
Job
Industry
Wayne Lussier Wayne Lussier Montreal, Canada Area Details
Wayne Lussier's Investia Services Financiers inc. Experience February 2011 - Present
Job Représentant en épargne collective at Investia Services Financiers inc.
Industry Financial Services
Experience
Groupe Financier Moreau & Gignac   February 2011 - Present
Investia Services Financiers inc.   February 2011 - Present
Les Placements PFSL du Canada ltée.   September 2009 - January 2011
Primerica, Inc  February 2001 - January 2011
Commission Scolaire de la Pointe-de-l'Ile   March 2006 - May 2009
FQCMS   1992 - 2006

Education
Université du Québec à Montréal   2006 — 2008
MBA, Gestion d'entreprises collectives

Olivier Lalonde Olivier Lalonde Montreal, Canada Area Details
Olivier Lalonde's Investia Services Financiers inc. Experience September 2008 - Present
Job Planificateur financier pour Gestion F. Lalonde Inc.
Industry Financial Services
Experience
Gestion Lalonde Inc.   January 2010 - Present
Gestion Lalonde Inc.   January 2010 - Present
Investia Services Financiers inc.   September 2008 - Present

Skills
Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Financial Services, French, Analysis, Finance

Education
   2005 — 2008
BAA, Finance de marché

GEORGES GAGNÉ GEORGES GAGNÉ Montreal, Canada Area Details
GEORGES GAGNÉ's Investia Services Financiers inc. Experience June 2009 - Present
Job Représentant Épargne Collective chez Investia Services Financiers inc.
Industry Financial Services
Experience
Investia Services Financiers inc.   June 2009 - Present
Industrielle Alliance  September 2003 - Present
Image Créative   September 1997 - May 2003
Sotech Nitram Inc.   May 1993 - September 1997
Urgel Bourgie   January 1990 - January 1993
Lapointe, Schachter, Champagne et Talbot   November 1982 - September 1989

Education
Barreau du Québec   1982 — 1982
Barreau, Droit

University of Ottawa / Université d'Ottawa   1979 — 1981
LL.L, Droit

Collège Marie-Victorin   1976 — 1978
DEC

Collège Laval   1971 — 1976
DES

Denis Huot Denis Huot Montreal, Canada Area Details
Denis Huot's Investia Services Financiers inc. Experience May 2005 - Present
Job
Industry Insurance
Experience
Investia Services Financiers Inc.   May 2005 - Present
Conseiller autonome   April 1995 - Present

Education
Université Laval   2003 — 2010
Certificat, Assurance et rentes collectives

Université du Québec à Montréal   1997 — 2000
Certificat, Assurance et intervention financière (planification financière)

Institut Canadien Des Valeurs Mobilières
Le Cours Sur Le Commerce Des Valeurs Mobilières

Institut Canadien Des Valeurs Mobilières
Le Cours Relatif Au Manuel Des Normes

Robert Laquerre Robert Laquerre Montreal, Canada Area Details
Robert Laquerre's Investia Services Financiers inc. Experience August 2013 - Present
Job Gestion de patrimoine
Industry Financial Services
Experience
Investia Services Financiers inc.   August 2013 - Present

Skills
Debt Elimination, Mutual Funds, Investments, Wealth Management, Portfolio Management, Finance, Mortgage Lending, Insurance, Financial Planning, Financial Services, Retirement Planning, Investment Strategies, Financial Analysis

Education
HEC Montreal   2000 — 2003
baccalauréatB, Finances

Cegep Maisoneuve   1997 — 2000
DEC, Sc Administrative

Francis Frappier A.V.A. Francis Frappier A.V.A. Montreal, Canada Area Details
Francis Frappier A.V.A.'s Investia Services Financiers inc. Experience May 2013 - Present
Job Conseiller en sécurité financière, Conseiller en assurances et rentes collectives, Représentant en épargne collective
Industry Financial Services
Experience
Finexia inc.   2006 - Present
Investia Services Financiers Inc.   May 2013 - Present
Financière Liberté 55   2001 - April 2013
Services d'investissement Quadrus, ltée   2001 - April 2013

Skills
Mutual Funds, Investments, Strategic Financial..., Insurance, Life Insurance, Disability Insurance, Finance, Assurance, Retirement Planning, Wealth Management, Term Life Insurance, Risk Management, Assurance invalidité, Investissements, Assurance-vie

Education
Université du Québec à Montréal / UQAM
Certificat en assurances et produits financiers

Université du Québec à Montréal / UQAM
Certificat en Assurances et Produits financiers, Certificat en Planification financière

Cégep Saint-Jean-sur-Richelieu   1997 — 2000
Administration, Finance

Jacques Bello ADM.A., DESS.GPP., BAA, AVC. Jacques Bello ADM.A., DESS.GPP., BAA, AVC. Montreal, Canada Area Details
Jacques Bello ADM.A., DESS.GPP., BAA, AVC.'s Investia Services Financiers inc. Experience September 1987 - Present
Job Professionnel dans le secteur de la Gestion de Patrimoine Privé
Industry Investment Management
Experience
Investia Services Financiers inc.   September 1987 - Present
AIAPQ Section Montréal (Maintenant appelé CSF (Chambre de la sécurité financière))   September 1992 - September 1997

Education
   2006 — 2009
DESS, Gestion de Patrimoine Privé

   1985 — 1999
BAA, Planification financière et analyse financière

Josee Thibault, B.A.A. Josee Thibault, B.A.A. Montreal, Canada Area Details
Josee Thibault, B.A.A.'s Investia Services Financiers inc. Experience 2011 - Present
Job Conseillère en Sécurité Financière chez Services Financiers TL
Industry Financial Services
Experience
Investia Services Financiers Inc.   2011 - Present
Services Financiers TL   2001 - Present
Groupe McHugh   2008 - 2011
Lengvari Financière Inc.   2001 - 2006
Financière Manuvie  1998 - 2001

Education
Université du Québec à Montréal / UQAM
Baccalauréat en Administration des Affaires (B.A.A.), Finance

Université du Québec à Montréal / UQAM
Certificat en Planification Financière

Sean Field Sean Field Toronto, Canada Area Details
Sean Field's Investia Services Financiers inc. Experience January 2006 - February 2014
Job Certified Financial Planner
Industry Financial Services
Experience
Investia Services Financiers Inc. / Investia Financial Services Inc.   May 2004 - Present
Mortgage Intelligence  May 2013 - Present
Financial Horizons  January 2011 - Present
Investia Services Financiers inc.   January 2006 - February 2014
E. Paul Abbott Financial   November 2000 - January 2011
Olympian Financial Inc.   December 1998 - May 2004
Clarica  June 1998 - November 1998

Skills
Wealth Management, Insurance, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Credit, Financial Advisory, Strategy, Finance, Financial Planners, Marketing Strategy, Financial Planning, Portfolio Management

Education
Richard Ivey School of Business   1994 — 1998
HBA, Honors Business Administration, Finanace & Accounting

Glenda Francis Glenda Francis Toronto, Canada Area Details
Glenda Francis's Investia Services Financiers inc. Experience December 2013 - Present
Job Mutual Funds Experience
Industry Financial Services
Experience
Investia Services Financiers Inc.   December 2013 - Present

Skills
Wealth Management, Investments, Mutual Funds, Fixed Annuities, Retirement, Annuities

Education
Athabasca University   2007 — 2010
M.A, cultural Studies / Equity

Matt Audet Matt Audet United States Details
Matt Audet's Investia Services Financiers inc. Experience January 2008 - January 2010
Job Financial Business Analyst at Hilti
Industry Construction
Experience
Hilti  January 2014 - Present
Lobstermatt   October 2012 - Present
Hilti  December 2012 - December 2013
Investia Services Financiers inc.   January 2008 - January 2010

Skills
Forecasting, Financial Analysis, Budgets, SAP, Financial Reporting, Financial Modeling, Business Planning, Accounting, Variance Analysis, Pricing, Analysis

Education
Université de Moncton   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General