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 his father’s footstep in his 32 years in the financial advisor business, our vision remains the same.: to provide valuable advice based on integrity and always put our client’s interest first. When it comes to financial advice for wealth management or portfolio diversification, wealth protection, estate planning or planning for your children’s education, our primary purpose is to offer you personalized products, to respect your assets and the type of investor you are.
With the enviable reputation it has garnered, Eric Roy Financial Services ensures that its bilingual clients are served with the utmost consideration, fully adhering to insurance and exempt market standards. For Eric, the objective remains the same: to apply an uncompromising standard of professionalism when it comes to growing your money, protecting your loved ones, arranging your company succession or estate.
Eric Roy strives to ensure that “Planning, Protection, and Performance” makes sense when it comes to dealing with your financial and insurance needs.
Eager follower of training and former triathlete at the national level, Eric Roy is extremely rigorous in all matters he deals with, whether in terms of availability, analysis of files, knowledge of current rules or the personalization 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.
