MARC BÉRUBÉ

President

Financial security advisor
Group insurance and pension advisor
Coaching financier trek
Investia financial services inc.
Mutual funds representative

MARC BÉRUBÉ

With an engineering degree from the École Polytechnique de Montréal, Marc Bérubé began his career in financial security at London Life in 1999 before founding Coaching Financier Trek in 2002.

 

Given his extensive experience in financial services, Marc is glad to share his vision of success. He is often called upon to give the benefit of his advice to universities and professional groups. He was a guest speaker at the 2015 conference organized by the Million Dollar Round Table (MDRT), a global association of more than 42,000 financial services professionals from 71 nations (www.mdrt.org).

 

Originally from Val-d’Or in the Abitibi, Marc has made his mark on the Canadian and international scene by achieving a Canadian record in the 4 x 200 metre relay and a Quebec record in the 4 x 400 metre relay. At 18 years of age, he was ranked among the top eight Canadian junior sprinters.

 

Marc is also involved in St. Mary’s Hospital Foundation and the Foundation of Stars, two causes very dear to him.

ERIC P. TREMBLAY

Partner, Vice-president – business development

Financial security advisor
Group insurance plans advisor
Coaching financier trek
Investia financial services inc.
Mutual funds representative

ERIC P. TREMBLAY

Eric Tremblay has been a financial services advisor since 2014.  A former senior manager, he has been operating within the Quebec business community for more than 20 years.

 

His mission is to share his experience with entrepreneurs and professionals and help them build a profitable and sustainable future.

Member of the executive committee of Tremblant’s 24H since 2015.

ÉTIENNE OUIMET

B.A.A. Fin.
Partner, Vice-President – Finance

Financial security advisor
Coaching financier trek
Investia financial services inc.
Mutual funds representative

ÉTIENNE OUIMET

With a Bachelor’s degree in Business Administration (specialization in Finance) from HEC Montreal and a financial planning certificate, Étienne has been working in the industry for more than 20 years. He helps incorporated professionals to minimize their company’s tax burden, particularly health professionals such as physicians. He regularly speaks at conferences to medical residents and owners in the Greater Montreal Area concerning their specific needs for wealth management and tax optimization.

 

Étienne recommends a common-sense approach to financial security in order to properly coach young physicians throughout their careers and at important moments in their lives.

MAXIME LAITHIER

Partner, Financial security advisor

Group insurance plans advisor
Investia financial services inc.
Mutual funds representative

MAXIME LAITHIER

Since 2008, Maxime Laithier has been helping young professionals to build a solid financial future. Maxime has an extensive client pool in the young professional market. His dynamism and competence have enabled him to create sound partnerships with different university markets, where he lectures and trains the next generation on various aspects of financial services.

 

Through his sound advice and strategies based on an assessment of each client’s goals and dreams, he assists his clients in achieving financial independence as quickly as possible.

JEAN-SÉBASTIEN BÉRUBÉ

Financial security advisor

Group insurance and pension advisor
Investia financial services inc.
Mutual funds representative

JEAN-SÉBASTIEN BÉRUBÉ

Member of the Ordre des ingénieurs du Québec, Jean-Sébastien has been working in the financial industry since 2012 with young professionals.

 

Using a personalized approach, he helps his clients build a solid financial future thanks to financial strategies tailored to their needs.

GABRIEL GIRARD

Financial security advisor

Investia financial services inc.
Mutual funds representative

GABRIEL GIRARD

Specializing in the area of health professionals such as physicians and pharmacists, Gabriel stands out for his ability to work with young professionals.

 

Determined and attentive, Gabriel’s goal is to help his clients implement tax-efficient financial strategies, while providing them with objective advice as well as the coaching required about their profession. As a high-performance athlete, he applies the same discipline in his work that allowed him to play in the Quebec Major Junior Hockey League (QMJHL) at age 16.

 

 

SÉBASTIEN COURCELLES

B.A.A.
Financial security advisor

Investia financial services inc.
Mutual funds representative

SÉBASTIEN COURCELLES

Sébastien has a B. Comm. from the John Molson School of Business, Concordia University.

Based on his experience as a manager of both SME and large corporate accounts,

Sébastien has developed a natural approach with the business community as well as with professionals.

 

He recently decided to switch to advising clients by joining our team as a financial advisor. He applies a rigorous and meticulous approach to the study of his clients’ files and expects to work alongside them over the long term to help them achieve their goals.

DANNY DESRIVEAUX

Client Relations Coordinator

Investia financial services inc.
Mutual funds representative

DANNY DESRIVEAUX

Danny holds a bachelor's degree in Finance from the University of Connecticut and an MBA from the University of Richmond in Virginia. Several years as a high-performance athlete, including six in the Canadian Football League (CFL), allowed him to develop his work ethic, rigor and attention to detail. Subsequently, his years as a football coach in the university ranks where he helped several athletes to progress towards their goals allowed him to develop his pedagogical side and his ability to analyze strategically in a context of supervision.

 

Passionate about sports and finance, he made the leap to client advice as a Financial Advisor to share his knowledge, values and experiences for the benefit of his clients.

MARC VOCELLE

M.SC. FINANCE, CPA, CGA
Financial security advisor

Investia financial services inc.
Mutual funds representative

MARC VOCELLE

Following a career of more than 12 years in finance and accounting with a Montreal-based multinational, Marc wanted to make the most of his analytical skills with professionals from various industries.

 

A member of the Ordre des Comptables professionnels agréés du Québec with a Master’s degree in Finance, he uses a disciplined approach with a human touch to financial security planning. His clients’ long-term financial health is central to each of his recommendations.

ROBERT HOBSON

B. Comm.
Financial security advisor

Group insurance plans advisor
Investia financial services inc.
Mutual funds representative

ROBERT HOBSON

Robert Hobson has been a financial security advisor since 2016. He graduated from McGill University in Commerce and Marketing, and quickly developed a taste for business development.

 

At the beginning of the 2000s, his predilection for entrepreneurship led him to found and build a professional services firm. Being a skilful communicator, he was able to quickly grasp his clients’ goals, analyze their current situation, and set up the right financial security programs for them.

 

RAPHAËL DUVAL

FINANCIAL SECURITY ADVISOR

Conseiller en sécurité financière
Conseiller en assurance et rentes collectives
Coaching Financier TREK
Investia Services financiers inc.

RAPHAËL DUVAL

PETER KOVAC

Financial security advisor

Group insurance plans advisor
Investia financial services inc.
Mutual funds representative

PETER KOVAC

An entrepreneur at heart, Peter was at the head of various enterprises for a number of years. In 2015, he began his career as a financial advisor and joined the ranks of Freedom 55 Financial, which he left to come on board with the Coaching Financier TREK team in 2017.

 

Every day, Peter uses his pragmatic approach to assist decision-makers in financial security planning, especially regarding group insurance and the benefits they provide to their employees, including notaries.

 

MARIO MARINIER

Financial security advisor

Investia financial services inc.
Mutual funds representative

MARIO MARINIER

Mario Marinier has been working as a financial security advisor since 1976. Before that, he held a managerial position for 16 years, which allowed him to clearly understand his clients’ needs today.

 

He firmly believes in quality customer service and is known for always being available to his clients when they need him.

MARC THIBODEAU

Financial security advisor

Investia financial services inc.
Mutual funds representative

MARC THIBODEAU

Marc Thibodeau launched his career as a financial security advisor in 2004. In 2009, he joined the Freedom 55 Financial team in a managerial position.

 

His goal is to build a relationship based on trust with his clients in order to help them achieve their financial goals.

KARINE FOURNIER

Director of operations

KARINE FOURNIER

KATIA RANIERI

OPERATIONS ASSISTANT & CLIENT RELATIONS COORDINATOR

KATIA RANIERI

SUZANNE LANIEL

Client Relations Coordinator

SUZANNE LANIEL

AMÉLIE PROVOST

Client Relations Coordinator

AMÉLIE PROVOST

MARIE-ÈVE LAVOIE

Client Relations Coordinator

MARIE-ÈVE LAVOIE

GENEVIÈVE GABELIER

Client Relations Coordinator

GENEVIÈVE GABELIER

ÉMILIE DUNN

Receptionist

ÉMILIE DUNN

MATHILDE LEPAGE

Coordonnatrice | Relation client

MATHILDE LEPAGE

ZAKI CHEMIL

Client Relations Coordinator

ZAKI CHEMIL

ARDA SABOUNJIAN

Client Relations Coordinator

ARDA SABOUNJIAN

SOUKAÏNA PIERRE-LOUIS

Client Relations Coordinator

SOUKAÏNA PIERRE-LOUIS

Lidia Hinse

Administrative assistant

Lidia Hinse

Andrée-Anne Blanchard

Administrative assistant

Andrée-Anne Blanchard

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