An award-winning financial planner, Serge also provides insurance services and client investment portfolio management in both official languages. After an initial experience in the banking sector, he moved on to Canada Life and Quadrus Investments before finding his fit at Charles Street. With expansive experience and a keen eye for detail, Serge has set himself apart in the financial industry by treating each client to the highest standard with a unique approach to achieving their goals. Well regarded for his delivery of ethical and sound financial advice, you will find his level of customer care second to none.  

In his free time, he is fond of socializing with friends and family and being adventurous in the great outdoors (where one of his two cats always tags along!).  Being a positive person is just a part of who he is, and he enjoys lending a helping hand to anyone who may need it.