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It all started when Michel Guimond, CFP®, F.Pl. decided to leave the actuarial field to help individuals. Since joining the industry as an independent financial planning boutique, we have done over 700 retirement and financial planning seminars and currently advise over 250+ wonderful families.*
Michel Guimond
Wealth Advisor – Mutual Fund Restricted
Michel a étudié à l'Université Laval, à Québec, et a obtenu un baccalauréat en sciences actuarielles en 1985. Il a travaillé chez Metropolitan Life (MetLife) à Ottawa (et est resté dans la région depuis!) de 1985 à 1990 au département actuariel, et a obtenu son titre d'associé de la Society of Actuaries (Illinois, É.-U.) en 1988.
In 1990, he decided to jump on the other side of the fence and to become a Financial Planner to help people with their finances. In 1993, he went to Great-West Life (GWL) as a sales manager, then Regional Life manager in 1997.
Jude Guimond
Wealth Advisor
Jude combines finance expertise with hands-on leadership experience to ensure seamless operations and strategic growth. Drawing on a Business Administration degree from HEC Montréal, he has gained experience spanning institutional investing, private equity, asset management, and accounting across major financial institutions including CDPQ, Mackenzie Investments, and Alfar Capital Management.
As a Wealth Advisor & Insurance Advisor, he drives customer experience enhancements and implements cutting-edge solutions to deliver superior financial planning services.
Insurance products are sold via Harbourfront Estate Planning Services Inc,. (HEPSI). These products are not subject to CIRO regulation or CIPF coverage, please inquire for more information.
