CFP®
Financial Advisor, Certified Financial Planner®
Éric Gibeault
- Certified Financial Planner®
- Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
- Member of the RocheBanyan Team since 2011
- He has worked in the financial planning field since 2007
- Offers bilingual services
Éric uses a comprehensive financial planning approach to investing which includes support during the capital accumulation phase, before retirement, all the way to the capital distribution phase after retirement.
Éric maintains this approach while keeping tax efficiency and low-costs as primary goals. A key advantage of your relationship with Éric is that you gain access to professionals who are qualified to provide expert advice on every aspect of the financial planning process; investment counseling, pension plan education, insurance, tax, retirement and estate planning.
Éric strives to offer independent advice that will enable his clients to make well-informed financial decisions in order to meet their lifetime financial objectives.
Éric 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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Jasmin Gibeau
Financial Advisor
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Xavier Carrière
CFP®
Certified Financial Planner®
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Nigel Roy
Financial Advisor
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