WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

Yannick Paquin, B.A.A., Pl. fin.

Tel :  (514) 489-9494
Cell:  (514) 550-8790

 

 Mutual Funds Representative1, Financial Planner2, Financial Security Advisor2

 

Independence and objectivity are core values in Yannick's approach to financial planning.  Committed and persevering, Yannick has over 14 years experience in the financial services industry.  He successfully climbed the ladder, forging a solid reputation for himself over the years.  Starting his career at the headquarters office of PEAK Financial Group in 2000, he was honoured as Employee of the Year in 2005.  He has held the role of customer service and operations supervisor for PEAK Securities.  Thereafter, he shifted his career towards business development, acting as an account manager for a large Canadian insurance company.  In 2010, his taste for entrepreneurship and the advising side of the business took over once again... he returned to the source of his first passion... building his practice in financial planning and this meeting the growing needs of his customers.

His passion also pushes him to get involved in the development of the industry, acting as a Director in the Montreal Chapter of the Financial Security Chamber of Quebec.  Devoted father, he also gives back to society as a member of the Governing Board of his children's elementary schoool.

He promotes a multidisciplinary approach focused on independence, integrity and surrounded by family values.

1 Registered at PEAK Investment Services

2 Registered at Savard & associés Financial Services