EN 
FR Financial Solutions to Advance Your Future
Working as a certified financial advisor since 2002, Eric has dedicated his practice to helping his clients protect and grow their assets. Following in his father’s footsteps with his 32 years of experience in the financial advisory sector, our vision remains the same: to provide valuable advice based on integrity and always put our clients’ interests first. When it comes to financial advice for wealth management or portfolio diversification, wealth protection, estate planning or preparing for your children’s education, our primary goal is to offer you personalized products, respect your assets and the type of investor you are.
With the enviable reputation it has acquired, Eric Roy Financial Services ensures that its bilingual clients are served with the utmost consideration, while respecting insurance and exempt market standards. For Eric, the goal remains the same: to apply an uncompromising standard of professionalism with regard to the growth of your money, the protection of your loved ones, the organization of the succession of your business or your estate.
Eric Roy strives to ensure that “Planning, Protection and Performance” makes sense when it comes to meeting your financial and insurance needs.
A dedicated follower of training and a former national-level triathlete, Eric Roy is extremely rigorous in all the matters he handles, whether in terms of availability, file analysis, knowledge of current rules, or customization of the strategies he advises.
Our Core Services
Building wealth and securing peace of mind.
Insurance Products
Looking for term life, living benefits, or other insurance solutions? Eric Roy works with leading carriers to provide a wide range of coverage options tailored to your specific needs.
Why Choose To Work With Us
Investment and wealth are two different concepts that can sometimes be thought of as the same. At Eric Roy, we consider investment management as a crucial aspect of our comprehensive wealth management strategy. Our approach is tailored to the specific needs of each client and covers a range of disciplines to ensure that all aspects of their financial well-being are looked after.
Experienced and Personalized Financial Guidance
With over two decades as a certified financial advisor, Eric provides tailored strategies for wealth management, estate planning, and more, always prioritizing your interests with integrity.
Benefit from his comprehensive approach to secure and grow your assets for a prosperous future.
Our Clients Love Us
Our clients appreciate working with Eric Roy because of his unwavering dedication to their financial success and well-being.
The services provided by all staff at Eric Roy Financial Services are exemplary. I am treated like a valued client at all times. I'm very pleased to be working with him to grow my retirement portfolio.
