Member profile and fields of practice
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Representative of a mutual fund dealer
The representative of a mutual fund dealer is a professional who makes recommendations to allocate your investments in mutual funds based on your investor profile. With your authorization, he allocates these investments and makes recommendations during a follow-up or further to a change in your financial situation.
Financial planner
The financial planner is a professional generalist who prepares a personal financial plan that includes your objectives and financial, fiscal, legal and succession strategies to achieve them, in conjunction with other professionals of the following fields of activity such as insurance, legal aspects, finance, taxation, investments, retirement and succession planning.
Representative in insurance of persons
The representative in insurance of persons is a professional who offers individual insurance products in insurance of persons or individual annuities from one or more insurers, as an independent representative or by a firm or by an independent partnership.
Group insurance representative
The group insurance representative is a professional who offers insurance products in group insurance of persons or group annuities from one or more insurers.
Representative of a scholarship plan dealer
The representative of a scholarship plan dealer is a professional who offers units in scholarship plans.
Someone can work in more than one discipline or have several titles, for example, be a financial planner as well as an insurance of persons representative. This is known as multidisciplinarity.