Our Misssion

For 20 years, Eric Roy has been dedicated to ensuring the Protection, Planning, and Performance of your assets, property, and estate. His objective is to apply the highest standard of professionalism in growing your wealth, protecting your loved ones, and managing your estate.

Approach

Eric provides strategic diversification tailored to each client’s unique needs. His team listens with humanity and respect, offering customized products and services to ensure your financial security and peace of mind.

Interests

Passionate about investing and continuous learning, Eric draws inspiration from providing top-quality financial advice. As a national Ironman triathlete, he brings the discipline and perseverance from his athletic pursuits into his professional practice.

Client Relations

Committed to a team-oriented approach, Eric values understanding and supporting your unique needs, ensuring effective representation and strong, trusting relationships.

Conferences

Eric hosts monthly conferences on the exempt market, offering valuable insights on private and non-traditional investment opportunities. These events help investors diversify their portfolios with informed decisions.

Through his passion, discipline, and client-centric approach, Eric Roy ensures the Protection, Planning, and Performance of your financial assets