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It all started when…

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 studied at Laval University, in Quebec City, and obtained a Bachelor’s degree in actuarial science in 1985. He worked at Metropolitan Life (MetLife) in Ottawa (and stayed in the region since then!) from 1985 to 1990 in the actuarial department, and obtained his Associateship from the Society of Actuaries (Illinois, USA), in 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.

BSc., CLU, CFP®, Pl. Fin.

Founder, Chairman and Chief Advisor.

Michel Guimond

Best pension financial advisor in the Ottawa region.

Michel studied at Laval University, in Quebec City, and obtained a Bachelor’s degree in actuarial science in 1985. He worked at Metropolitan Life (MetLife) in Ottawa (and stayed in the region since then!) from 1985 to 1990 in the actuarial department, and obtained his Associateship from the Society of Actuaries (Illinois, USA), in 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.

In 2000, he left GWL to join a group of actuaries and financial planners and start giving retirement seminars for the Retirement Planning Institute (RPI), the largest provider of retirement seminars to the public function pensionneers. Since the year 2000, Michel has been the leading financial planning seminar facilitator at exclusive events for public sector employers and employees.

Over 700 seminars later, he still does retirement seminars and provides financial plans to over 500 families.