Financial Services

    Founded in 2002, Eric Roy Financial Services specializes in private investments and individual insurance nationwide. When it comes to portfolio management or diversification, wealth protection, estate planning or planning for your children’s education, the primary purpose of Eric Roy Financial Services always remains the same: 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.

    Eric Roy Financial Services: Planning  •  Protection  •  Returns

    All financial products have the potential of meeting your needs and expectations. But, ultimately, it is only after an in-depth analysis of your assets, your objectives and a rigorous assessment of the risks that Eric will suggest customized solutions for you.

    Eric Roy Financial Services caters to all types of investors and clients who wish to get advice on financial  Protection, Planning and Performance:

  • Corporate clients
  • Organization
  • Successful business owners with a growing portfolio
  • Professionals
  • Families who want to protect their children in case of death
  • Self-employed individuals who want to protect their income in case of illness and/or accident
  • Middle-class workers who want to diversify their investments

    How to obtain the products and services?

    Do not hesitate to communicate at any time with the team at Eric Roy Financial Services to arrange a meeting, to obtain information or to take part in our conferences on the exempt market.

  • By e-mail
  • By arranging a meeting
  • On the telephone
  • By attending a presentation on the exempt market

    Products and services – overview

  • Exempt market
  • Life insurance
  • Education savings / RESP (registered education savings plans), RRSP, TFSA, LIRA, and more
  • Disability and long-term care insurance
  • Investment funds management
  • Financial advice
  • Portfolio management (in partnership with Newport/Lonsdale and Croft)
  • Personal and business line of credit and mortgages ¬ (in partnership with Manulife One)