About
Serge Robichaud
As a seasoned financial advisor at Canada Life & Quadrus Investments, Serge Robichaud offers a range of financial planning services to his clients. He has a decade of experience in the banking industry, including helping to manage over 600 client accounts at Scotiabank.

Serge’s language proficiency, along with his extensive financial planning experience, has made him an indispensable asset to his clients. He is committed to helping them achieve their financial goals, offering valuable insights and advice along the way.

Outside of his career, Serge Robichaud is also a passionate outdoor enthusiast. He finds solace in the beautiful nature of Moncton, New Brunswick, often spending weekends fishing, hiking, and camping throughout Moncton’s breathtaking landscapes. As an experienced fisherman, he enjoys sharing his knowledge and skills with friends and family. He also finds hiking to be a great way to stay active and unwind, exploring new trails and discovering hidden natural wonders. When he’s camping, he values the opportunity to unplug technology and spend quality time with his loved ones.

Q: What inspired you to pursue a career in finance, specifically in financial planning and client account management?

Serge Robichaud: I’ve known for a long time that I was good with numbers and problem-solving. Finance just so happened to be a perfect blend of analytical thinking and the ability to make a tangible impact on people’s lives in a meaningful way. The prospect of helping people navigate their financial journey along with my interest in comprehensive planning led me to embark on a career in finance services.

Q: Can you share some key milestones in your professional journey that shaped your expertise in financial planning?
Serge Robichaud: Certainly. My experience with Scotiabank provided a solid foundation, allowing me to understand diverse financial needs. Transitioning to Canada Life and Quadrus Investments expanded my role, where I began managing both investments and insurance policies. This multifaceted approach has been instrumental in honing my skills and providing a comprehensive understanding of the financial landscape.
Q: What role do your bilingual skills play in your interactions with clients and colleagues?

Serge Robichaud: Being bilingual has proven invaluable in fostering meaningful connections. It allows me to communicate effectively with a broader range of clients, understanding their needs and preferences in their language of choice. This linguistic versatility enhances the overall client experience and contributes to building strong, lasting relationships.

Q: How do you balance your professional commitments with your passion for outdoor activities and community involvement?
Serge Robichaud: Balancing work and personal interests is crucial. Outdoor activities like fishing, hiking, and camping provide a much-needed escape and help recharge my mind. Being part of sports clubs and community initiatives aligns with my commitment to a well-rounded lifestyle. It’s about integrating passion into life, ensuring that both professional and personal aspects contribute to a fulfilling narrative.
Q: In the dynamic field of finance, how do you stay ahead of the curve to best serve your clients?
Serge Robichaud: Continuous learning is very important in our industry. I’ve pursued the Chartered Financial Analyst designation and several financial planning courses and certifications to keep me ahead of industry trends. You need to have the mentality that there is always something more to learn in the financial landscape, which ensures I can give my clients the most informed and forward-thinking advice.
Q: How does your community involvement tie into your professional identity?
Serge Robichaud: Community involvement is a lot more than personal interest – it’s essential to my professional identity. Active participation in community initiatives reflects a commitment to my community’s well-being, which aligns with my values of trust and responsibility that underpin financial services in an interesting way. It’s about contributing to a narrative of excellence and engagement that extends beyond the confines of the office.