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.

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.

MARIE-PIER GÉLINAS

Financial security advisor

Investia financial services inc.
Mutual funds representative

MARIE-PIER GÉLINAS

It has been Marie-Pier’s great pleasure to work as a financial security advisor in the industry since 2011.

 

She takes her work very seriously, which consists of helping clients manage their wealth and optimize value. Always attuned to her clients, she provides personalized advice that is frank and transparent in order to help them achieve their financial goals.

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.

 

 

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.

 

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.

GABRIELLE MARTIN

Financial security advisor

Investia financial services inc.
Mutual funds representative

GABRIELLE MARTIN

Gabrielle is a down-to-earth woman who is known for her integrity; she gets straight to the point, without beating around the bush. Her clear view at all times allows her to help her clients put their needs at the forefront, while at the same time making the most of tax-efficient financial strategies. Gabrielle started out in the financial services industry in 2015, and joined the team to take on new challenges and put her skills to work for the benefit of her clients and colleagues. Specializing in young professionals and corporations, she draws on her experience as an entrepreneur to provide wise advice through her holistic approach.

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.

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.

KARINE FOURNIER

Executive Assistant

KARINE FOURNIER

KATIA RANIERI

Assistant Manager, Operations

KATIA RANIERI

MARIE-ÈVE LAVOIE

Client Relations Coordinator

MARIE-ÈVE LAVOIE

GENEVIÈVE GABELIER

Client Relations Coordinator

GENEVIÈVE GABELIER

SUZANNE LANIEL

Client Relations Coordinator

SUZANNE LANIEL

KARINE MARCOTTE

Client Relations Coordinator

KARINE MARCOTTE

ÉMILIE DUNN

Receptionist

ÉMILIE DUNN

AMÉLIE PROVOST

Client Relations Coordinator

AMÉLIE PROVOST

I am human: