Wealth Management Advisor, Professionals Financial - Private Management
Keenly interested in finance, Mr. Huard acquired his experience working in a well-established Canadian firm as a mutual fund representative, a financial planner, and then a branch manager for more than 15 years. Attentive to the needs of his clients, Louis-Frédérick Huard works closely with them, putting in place strategies that will enable them to optimize their objectives.
Holder of a Bachelor’s degree in business administration from the Université du Québec à Trois-Rivières (2002), he holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2013), and also the Chartered Investment Manager designation (CIM®) (2021). He also holds the title of Certified International Wealth Manager (CIWM®) (2024). This internationally recognized designation provides Mr. Huard with the highest level of training in the unique needs of wealthy clients.
As a financial planner for the Financial in Trois-Rivières and in the Mauricie area, he uses his skills and his dynamism to serve clients in his region.
CIRO member
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