613.749.5027

David A. Gervais

RRA, CHS®

  • 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 for over 16 years

 

Having grown 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


  • Zachary Carrière

    Financial Advisor

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  • Gilles Carrière

    Certified Financial Planner®

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  • Andrew Forcier

    Certified Financial Planner®

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  • David A. Gervais

    Financial Advisor

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  • Éric Gibeault

    Certified Financial Planner®

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  • Éric Haché

    Financial Advisor

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  • Geneviève Jamault

    Certified Financial Planner®

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  • Rudy Johnson

    Certified Financial Planner®

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  • Anny He

    Financial Advisor

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  • Martin Parker

    Senior Financial Advisor

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  • Robert Théroux

    Certified Financial Planner®

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  • Allan J. Walton

    Certified Financial Planner®

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