Informational Links

The Structure of Wealth: Why Most Financial Plans Fail Before They Even Begin

After years of working with professionals, business owners, and high-income earners in Moncton and New Brunswick, Serge Robichaud has noticed one consistent pattern. Most financial plans don’t fail because of poor investments. They fail because of poor structure.

The Hidden Trends Shaping Wealth in the Next Decade: What Most Investors Don’t See Coming According to Financial Advisor Serge Robichaud

Millions of investors compulsively keep track of the stock markets, watching for any changes in stock value, interest rates, or economic shocks. But so much of what drives market value lies beneath the surface, where quiet, long-term forces shape how Canadians build and protect their wealth.

Why the Best Financial Advisors Don't Just Manage Money, They Build Legacies: Insight from Moncton Financial Advisor Serge Robichaud

Most people meet with a financial advisor because they want help saving, investing, or planning for retirement. That’s usually the starting point. But once the conversation moves past numbers and timelines, many clients begin to think about something deeper. They start thinking about family, community, and what they want their money to mean long-term.

How Canadian Businesses Can Navigate U.S Tariffs: Insights from New Brunswick Financial Advisor Serge Robichaud

U.S. tariffs are attracting attention again. The most recent round of trade policy decisions features a 25% tax on imported steel and aluminum, which is forcing Canadian businesses to adapt. But even though these measures are framed as foreign policy or geopolitical tools, they directly impact balance sheets, supplier contracts, and financial planning for companies north of the border.

The Role of Outdoor Sports in Boosting Mental Clarity and Resilience for Entrepreneurs: Insights from Financial Advisor Serge Robichaud

For most entrepreneurs, it can be a challenge to strike a balance between work and personal wellness…

Serge Robichaud On The Transformative Power Of Hiking

Spending time outside has been widely recognized as a way to reduce stress and improve overall wellness. Research from various health…

Adding Sustainability into Financial Planning: Interview with Serge Robichaud, New Brunswick Financial Advisor

Investors worldwide are paying more attention to incentivizing sustainable habits. Environmental, Social..

New Brunswick Financial Planner Serge Robichaud on Building Financial Resilience

Being financially resilient has become more important in recent times, due to ongoing shifts in the global economy.

CUES AND VIEWS

Professional financial planner Serge Robichaud, in brief.

SERGE ROBICHAUD, Financial Planner, Canada Life & Quadrus Investments

For more than 10 years, Serge Robichaud has served as a bilingual financial professional,

4 Questions for Financial Advisor Serge Robichaud on Making a Career in Wealth Management

Serge Robichaud is a financial professional affiliated with Canada Life and Quadrus Investments.

Serge Robichaud: Insight into Overlooked Benefits of Working With a Financial Advisor

When it comes to getting advice about your finances, a financial professional like an advisor

Our interview with finance professional, Serge Robichaud

Serge Robichaud is a financial wealth professional with a strong history of effectively managing…

Interview With Financial Planning Professional, Serge Robichaud

Our conversation with financial professional Serge Robichaud sheds light on his experience in financial…

Your Best Asset – Serge Robichaud Shares Power of Self-Investment in Achieving Success

When you hear the word “investing,” it’s likely that your mind goes to several places…

Wealth Manager Serge Robichaud speaks on The Challenges and Thrills of Financial Planning

Serge Robichaud has had a long, accomplished career as a wealth manager and financial planner.

Financial Advisor Serge Robichaud on Investing in Holistic Wealth

When it comes to your finances, the ability to incorporate the guidance of a seasoned advisor is invaluable.

An Interview with Serge Robichaud: Insights into Achieving Success as a Finance Pro

Join us for an exclusive interview with Serge Robichaud, where we delve into the strategies…

Serge Robichaud: Financial Planning Professional, on His Role in Helping His Clients Realize Their Future Goals

Serge Robichaud studied at the University of Moncton before entering the workforce as a financial…

NEWSFinancial Advisor Serge Robichaud on Solving ‘Underinsured’ Problem Through Market Returns

With economic hardship lingering for many Canadians, the choice of whether or not to…

An Interview with Serge Robichaud, Financial Planning Professional

Serge Robichaud is a Canadian financial advisor with Canada Life & Quadrus Investments, where he provides financial planning advice and manages client investments and insurance policies…

An Interview with Serge Robichaud, Financial Planning Professional

Have you been thinking about a career in finance? We put a few questions out to Serge Robichaud, a successful financial advisor with a wealth of experience. You’ll find his insights quite helpful in deciding if a career in finance is right for you….