logo
logo
  • RI Marketplace
  • Membership
Menu

Login/Register

Forgot Password

Trying to access the Canadian RI Fundamentals Course? Sign in here

Not a Member? Register Now!
  • En
  • Fr
logo
  • RI Marketplace
  • Membership
  • About the RIA
  • Intro to Responsible Investment
  • Membership
  • RI Marketplace
  • Magazine
  • Events
  • Research & Policy
  • Training & Credentials
  • Leadership Awards
  • Contact Us
© Copyright 2023
Responsible Investment Association.

Type of License: Chambre de la sécurité financière

Mohamed Jelassi

​​We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.

We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.

More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life

Johanne Claveau, M.sc.(fin.), RIAC

Maxime Bedard

Patrick Garceau

Theresa Wever

We are a family owned business providing a personalized client experience to guide, grow and transition your family’s wealth.

PATRICK CHARLEBOIS

Accompagner mes clients vers la réussite financière

Marilyn Michel

Insurance and investment services, specialized in SRI since 2012.

Ann-Rebecca Savard

Stephane Morteau

Mission and Value:

Simplicity | Listening | Solution

Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.

My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.

“Hope is not a strategy…”

Natalie Grignon

Natalie Grignon, RIAC, CDFA®, CIM® est conseillère en placement. Elle est dans le domaine financier depuis plus de 15 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.

Posts navigation

Older posts

Search

Recent Posts

  • Advisors, Take Note: Retail Investors Are Still Waiting To Be Informed About RI
  • Respecting Employee Rights: Why Investors Should Consider the Risks Around Concealment Clauses
  • An ESG Framework for Extractive Industries
  • How Asset Managers are Pushing Companies Towards Meeting their Net-Zero Targets
  • Climate Drivers to Propel Infrastructure Investments

Recent Comments

    Archives

    • February 2023
    • November 2022
    • August 2022
    • May 2022
    • February 2022
    • November 2021
    • July 2021
    • June 2021
    • May 2021
    • January 2021
    • November 2020
    • July 2020
    • January 2020
    • September 2019
    • August 2019
    • May 2019

    Categories

    • Uncategorized
    • Announcements
    • RIA Blog