EN 
FR About Us
Meet Eric Roy
With 20+ years of experience in individual insurance, Eric Roy is renowned for his creative, innovative, and competitive insurance and exempt market planning strategies.
Always at the forefront of the latest advances in financial advice, Eric is dedicated to continuous learning, expanding his financial toolkit, and providing well-informed guidance and education to his clients.
Eric has developed advanced planning strategies using life insurance, particularly for business clients. In recent years, the concept of “Infinite Banking” has become a priority for his clientele.
Eric specializes in crafting original and customized financial solutions, tailored to serve both private and business clients effectively.
As an avid training enthusiast and former national triathlete, Eric brings the same diligence and commitment to his professional work, ensuring thorough portfolio analysis, availability, and up-to-date knowledge of current rules and strategies.
A dedicated family man, Eric actively participates in family life and the education of his two children, alongside his partner, Cathy.
Eric Roy is committed to making “Planning, Protection, and Performance” truly meaningful in managing your financial and insurance portfolio.
Meet Roxanne
For nearly 20 years, Roxanne has been a cornerstone in the administrative services field, providing invaluable support to multiple small businesses in the area. Since joining our team as our bookkeeper in December 2015, she has become an integral part of our operations.
Roxanne is known for her exceptional organizational skills and keen attention to detail. She takes immense pride in her work, ensuring that every task is completed to perfection. Her meticulous work ethic, honed over years of experience, is evident in everything she does. Roxanne’s dedication and thoroughness are reflected in her ability to manage complex accounting tasks with ease and precision. We deeply appreciate the insight and knowledge she brings to our accounting-related issues, making her an invaluable asset to our team.
Beyond her professional life, Roxanne is dedicated to her family. She enjoys spending time outdoors, often found camping with her family, creating lasting memories. Additionally, she is actively involved in her children’s education, helping them with their school assignments and supporting their academic growth.
Roxanne’s commitment to excellence, both in her professional and personal life, makes her a cherished member of our team.
