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Our Team

Roland Lavoie, CFP

Certified Financial Planner

CARP Recommended

Professional Background:

  • 11 years experience in the Financial Planning Field
  • 5 years consulting as an Efficiency Expert in the Health Care Industry
  • Engineering Technologist (CET)
  • Certified Financial Planner (FPSC)
  • CSC Canadian Securities Course (CSI)
  • Life Insurance, Level 1
  • Life Insurance, Level II
  • Mutual Fund Course (IFIC)
  • Member of ADVOCIS


Find out more about CFP

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.