Frédéric Lapierre

My Background

Frédéric has over 10 years of experience in portfolio management. He has gained a lot of experience with a clientele of entrepreneurs and business succession. Frédéric focuses on financial, tax and estate planning strategies. In 2020, he was named one of Canada’s top 40 Finance. Frédéric holds a BA in Business Administration with a specialization in Finance and a Master of Business Administration (MBA) from Université Laval. He holds the title of Financial Planner (Pl. Fin.) awarded by the Institut québécois de planification financière. He is also a Financial Security Advisor (personal insurance). Frederic is a curious person who is always eager to learn. His curiosity has allowed him to gain knowledge in areas related to his financial planning work that make him an accomplished advisor. Frédéric is a person who loves to push himself, both personally and professionally. Focused on results, it aims to give each client, whom it considers unique, a clear vision of their situation and the means to achieve their goals.