FAQ

Q: Who is Serge Robichaud?
Serge Robichaud is a financial advisor and wealth management professional based in Moncton, New Brunswick. With 20 years of experience in the financial services sector, he provides financial planning, investment portfolio management, and insurance solutions to individuals, families, and business owners.
Q: Where is Serge Robichaud based?
Serge is located in Moncton, New Brunswick , and serves clients throughout Atlantic Canada. He is fully bilingual and offers financial planning services in both English and French.
Q: What is Serge Robichaud’s professional background?
Serge started his career in 2005 as a financial advisor at Scotiabank, where he spent nearly six years serving over 600 clients. He later became an advisor at Canada Life & Quadrus Investments, a position he held for 10 years before transitioning to his current role at Charles Street Financial.
Q: What credentials and qualifications does Serge hold?
Serge studied at the University of Moncton and holds a Life License Qualification (LLQP). He has completed coursework and certifications through the Canadian Securities Institute (CSI) and passed the second examination of the Chartered Financial Analyst (CFA) program.
Q: What specific financial services does Serge Robichaud offer?
Serge provides comprehensive financial planning, including:
  • Investment portfolio management
  • Insurance solutions
  • Retirement & wealth planning
  • Estate & succession guidance
Q: Who does Serge Robichaud work with?
Serge works with a diverse roster of clients, including working professionals, pre-retirees, retirees, business owners, and families looking to structure, grow, and protect their wealth.
Q: What is Serge Robichaud’s investment philosophy?
Serge focuses on risk-adjusted returns rather than pursuing high-risk, volatile investments. His strategy prioritizes minimizing unnecessary risk while helping clients meet their long-term financial milestones efficiently.
Q: How are financial plans customized for each client?
Every client’s plan begins with an analysis of their current financial position, tax considerations, liquidity needs, and long-term objectives. Plans are built individually rather than using a one-size-fits-all model.
Q: How does Serge stay current with changing financial markets?
Serge prioritizes ongoing professional development, regularly reviewing financial research, following broader macroeconomic trends, and participating in continuing education courses across market analysis and financial technology.