We are here to help you build your financial future.
Frédéric Morier
B.B.A., CLU
Groupe insurance of persons
Insurance of persons
Dealing Representative (Mutual Fund Dealer) (3)
In 1993, holding a bachelors degree in Business Administration, Frédéric began his career as a financial advisor; he then earned the Chartered Life Underwriter (C.L.U.) designation (1). In 2002, he became a member of the Ordre des administrateurs agréés du Québec and earned the highly coveted designation of Chartered Administrator (2).
Specialized in Insurance of Persons, Annuities and Mutual Funds, Frédéric can provide a comprehensive financial plan.
Having twenty years experience, he acquired over the years depth, professionalism and know-how. In order to meet your financial needs, he also has access to a full range of mutual funds, managed portfolios, discretionary portfolios, GICs and other products.
(1) Governed by the Canadian Association of Insurance and Financial Advisors (CAIFA). Requirements: pass seven courses (210 hours) in financial planning, including training in Insurance of Persons and in Benefits and receive 60 hours of training every two years.
(2) The Ordre des administrateurs agréés du Québec protects the public by ensuring compliance with professional standards of administration, in conformity with its Code of Ethics and by mechanisms set out in the Professional Code. www.adma.qc.ca
(3) Attached to Groupe Cloutier Investments inc.
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