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Serge Robichaud is a financial professional affiliated with Canada Life and Quadrus Investments. Fluent in both English and French, Serge brings invaluable knowledge and practical experience to his clientele. As an accomplished financial advisor, Serge oversees client accounts and delivers comprehensive financial services.
With a life license designation and a strong commitment to continuous professional growth, Serge Robichaud has completed an array of financial planning courses and certifications through the esteemed Canadian Securities Institute. Notably, he has successfully cleared the second examination of the Chartered Financial Analyst designation with the CFA Institute.
Serge Robichaud works diligently with an array of different clients and their families to help them achieve their desired financial objectives. Leveraging his expertise and insight, he provides personalized financial guidance to each individual client.
In today’s interview, Serge provides some key insights into the life and career of a financial advisor.
What Made You Want to Pursue a Career in Finance?
Serge Robichaud: Part of what really appealed to me about the career is that it offers an intellectual challenge. It involves analyzing complex data, making strategic decisions, and often solving some pretty intricate problems.
To be honest, it keeps your mind young. I personally enjoy being challenged and using critical thinking to get a job done. There’s always constant learning and adaptability. The industry is continuously evolving due to changing regulations, technological advancements, and market dynamics. This is a really stimulating environment that requires you to stay up to date, learn new skills, and adapt to emerging trends.
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