
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

Allan J. Walton
CFP®, CIM®
Financial Advisor, Certified Financial Planner®
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Robert Théroux
CFP®
Financial Advisor, Certified Financial Planner®
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Martin Parker
Senior Financial Advisor
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Anny He
CFA®
Financial Advisor
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Rudy Johnson
CFP®
Financial Advisor, Certified Financial Planner®
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Geneviève Jamault
CFP®
Financial Advisor, Certified Financial Planner®
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Éric Haché
Financial Advisor
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Éric Gibeault
CFP®
Financial Advisor, Certified Financial Planner®
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David A. Gervais
CFP®, CLU®, CHS™, RRA®
Financial Advisor/ Certified Financial Planner®
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Andrew Forcier
CFP®
Financial Advisor, Certified Financial Planner®
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Gilles Carrière
CFP®
Financial Advisor, Certified Financial Planner®
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Zachary Carrière
RRA™
Financial Advisor
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Sylvie Malette
CFP®, CIM, FMA, FCSI®, PMP®
Financial Advisor, Certified Financial Planner®
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Dominique Lafleur
CFP®
Financial Advisor, Certified Financial Planner®
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