Marie-Claude Savard is Managing Director at Whitemont Financial Services. She manages Human Resources while continuing to serve her own clientele.
Woman of ambition, conviction and commitment, Marie-Claude is also an accomplished mother. With more than 20 years experience in the financial services industry, Marie-Claude continually reaches new heights. Professionally, Marie-Claude was first part of the Bank of Montreal as an investment advisor. Subsequently, she evolved at PEAK Financial Group, taking charge of the customer management of its founding President’s practice. Her involvement and dedication led her to be admitted to the prestigious PEAK Financial Group Excellence Club.
Following the birth of her two children, Marie-Claude wants to explore new horizons by serving as vice-president of business development for Heritage Education Funds. Her deeply embedded roots quickly returned her to her first love: serve, guide and advise clients to achieve their goals.
Her professional involvement has led her to be a board member of the Chartered Administrators of Quebec, where she contributed to the rewriting of the new professional standards. She also served on the board of Advocis administration. Finally, she also had the pleasure of being a lecturer at Concordia University.
As President of Savard and Associates Financial Group, she promotes a multidisciplinary approach focused on independence, integrity and family values.
¹ Registered with PEAK Investment Services
² Registered with Savard & associates financial group
B.Comm., Pl. Fin., Adm.A
• Mutual funds representative ¹
• Financial planner ²
• Financial security advisor ²
• Scholarship Plan representative ¹
• Group insurance and group annuity plans advisor ²