September 2024
Hello everyone,
Good news, our team has grown with the arrival of Stéphane Rivest, as associate investment advisor and partner!
Stéphane has been a financial planner since 1997 and has been active in the industry for over 25 years.
Stéphane Rivest MBA, CIM®, FCSI®, Pl. Fin.
He has worked for several major financial institutions, including BMO and RBC Dominion Securities, as a financial planner, financial advisor, portfolio manager and financial security advisor.
He studied at UQTR, Université Laval and TELUQ. He obtained his graduate degree from McGill (Leadership, 2005), before earning an MBA from UQAM four years later.
He is a Fellow of CSI® and a Certified Investment Manager.
His mandate is clear: to prepare solid financial plans to achieve his clients' goals, covering all stages of life, from buying their first home to estate planning.
An avid golfer, he also plays field hockey, a sport that allows him to channel his boundless energy! He loves gardening and tinkering around the house.
Welcome to the Richardson Wealth family, Stéphane, and we wish you every success and happiness as a member of our team!
See you soon!
Francis, Michael, Hossein, Jean-Marc and Kristopher
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Image credit: Richardson Wealth
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Image credit: Goumbik, Pixabay
These days, everyone wants to sell you a travel insurance policy. Airlines and online booking platforms offer coverage as an add-on when you reserve your trip. Premium credit cards offer various forms of travel insurance as part of the benefits you pay for in your annual fee. And, of course, there are traditional policies for sale directly from insurance companies.
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