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rbanyan david gervais 560(4x4)

CFP®, CLU®, CHS™, RRA®

Financial Advisor/ Certified Financial Planner®

David A. Gervais

  • Certified Financial Planner®, CFP®
  • Chartered Life Underwriter®, CLU®
  • Registered Retirement Analyst, RRA®
  • Certified Health Insurance Specialist, CHS™
  • Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
  • Investment Representative
  • Life Insurance Advisor
  • Has worked as a Financial Advisor since 2007

Growing  up with his father in the Financial industry, David was raised knowing how important financial planning is to every family. From retirement planning to estate planning, David enjoys finding solutions that are in the client’s best interest.

Having personal experience with his own son Cedric, David is particularly passionate about working with families affected by disabilities. In his spare time, David enjoys practicing martial arts, reading and playing guitar.

David is an active member of the roster of pension and financial planning expert speakers for The Retirement Planning Institute.

Our other team members

rbanyan allan walton 129(4x4)

Allan J. Walton

CFP®, CIM®

Financial Advisor, Certified Financial Planner®

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rbanyan robert theroux 023(4x4)

Robert Théroux

CFP®

Financial Advisor, Certified Financial Planner®

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martin rb mp 29(8x8)

Martin Parker

Senior Financial Advisor

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anny he

Anny He

CFA®

Financial Advisor

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rbanyan johson rudy 375(4x4)

Rudy Johnson

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan genevieve jamault 087(4x4)

Geneviève Jamault

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan eric hache 267(4x4)

Éric Haché

Financial Advisor

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rbanyan eric gibeault 058(4x4)

Éric Gibeault

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan david gervais 560(4x4)

David A. Gervais

CFP®, CLU®, CHS™, RRA®

Financial Advisor/ Certified Financial Planner®

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rbanyan andrew forcier 293(4x4)

Andrew Forcier

CFP®

Financial Advisor, Certified Financial Planner®

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gilles carrière

Gilles Carrière

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan zachary carriere 412(4x4)

Zachary Carrière

RRA™

Financial Advisor

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rochebanyan sylvie malette

Sylvie Malette

CFP®, CIM, FMA, FCSI®, PMP®

Financial Advisor, Certified Financial Planner®

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professional photo

Dominique Lafleur

CFP®

Financial Advisor, Certified Financial Planner®

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