Evolution Planning Group is an Orleans-based company offering financial security advice and wealth management strategies to families and small- to medium-sized business clients.
“As your financial security advisor and investment representative, I will continuously endeavour to earn the right to your business by offering the most professional advice and services in the marketplace.”
For 28 years, Pierre Durivage, a chartered financial consultant, has had the satisfaction of meeting retirement and estate planning needs of Canadians. He does this by listening to clients while they express their financial objectives and concerns and helps them build a plan that responds to their individual needs. With a strong belief for what he does, he has built his business on relationships and trust.
Pierre differentiates himself by his experience and ability to provide effective investment solutions, personally deliver the highest value with added service and a commitment to professionalism, ethics and education. Backed by a team of experts, he follows a proven process which includes understanding his clients’ goals and current financial position, reviewing their sources of income and savings, developing a confidential, customized estate and investment plan and reviewing and monitoring the plan on an ongoing basis.
It’s important to Pierre that he provides his clients with educated advice. He does this by continually upgrading his skills through industry memberships such as Canadian Association of Insurance and Financial Advisors (CAIFA) and the Financial Planners Standards Council of Canada. He has also obtained professional designations, including Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), Canadian Securities Course (CSC) and Certified Health Insurance Specialist (CHS). Pierre is a proud member of the Million Dollar Round Table (MDRT) qualifying as “Top of the table” and a lifetime member.
“As your financial security advisor and investment representative, I will continuously endeavour to earn the right to your business by offering the most professional advice and services to meet ALL of your financial security goals.”
Rick Levesque has been successfully providing professional financial security planning advice and strategies to his clients for over 20 years. He aims to differentiate himself from other advisors by having a client-first approach that’s embedded within his financial security planning process. He strives to deliver the highest value-added services to all his clients and is committed to professionalism, ethics and education. His unique process gives him a greater understanding of his clients’ goals and current financial position, which allows him to develop a tailor-made plan that can be adapted and monitored on an ongoing basis.
Let me help take your stress away! Most people are too busy with their jobs, lives and businesses to effectively work on their financial security plan. This can lead to poor or misinformed decisions which will affect your ability to reach your financial goals and objectives. My job is to help relieve you of that stress so you can concentrate on what you do best. Think of me as your financial quarterback.
I use an understandable and simplistic plan geared towards 4 main goals.
Backed by a team of experts, we’ll customize a financial security plan specific to your goals and objectives. I know you work hard for your money, so let me work hard for you.
As a certified financial planner (CFP), I have 20-plus years of extensive experience and knowledge in matters related to retirement planning, life insurance and estate planning. On the corporate side, I’m specialized in group benefits and group retirement needs.
The value of my advice increases over time, so let’s get started. Send me a message at Dan.email@example.com.
When specialized expertise is required, we have access to a team of experts through Freedom 55 Financial. They are professionals in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.