Frédéric Morier

B.B.A., CLU, Certified Administrator 

Groupe insurance of persons

Insurance of persons

Dealing Representative (Mutual Fund Dealer) (3)

In 1996, holding a bachelors degree in Business Administration, she began her financial career in a reputable firm servicing high net worth customers.

 

In 2000, she joined an association that was providing financial services to physicians and their families. In working with these customers, she has developed extensive experience in managing their finances, their debts and their investments.

 

Through the years, she continued to improve her skills by earning the CFA (Chartered Financial Analyst) Charter, the CFP (Certified Financial Planner) designation; she also obtained a licence in Group Insurance and Group Annuity Plans.

 

In 2007, she joined Placements FM Inc. where she continues to provide financial services.

 

Danielle Fecteau

CFA, B.A.A 

Group annuity plans 

Insurance of persons 

Dealing Representative (Mutual Fund Dealer) (3)

©PlacementsFM All rights reserved

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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.

We are here to help you build your financial future.

(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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