Meet our Team
(514) 636-3855 ext. # 204
In 1981, after obtaining his Bachelor of Commerce from Concordia University, Eric obtains a position as floor apprentice on the floor of the Montreal Stock Exchange. His interest for the industry grows and he becomes an Institutional Equity and Bond Trader for a major trust company. Empowered by that experience he joins the dynamic team of a prominent mutual fund company as Regional Director for Eastern Canada.
In 1994 Aynsley LaVergne recruits him as a financial planner. Seven years later, in 2001, he becomes owner of the firm.
Eric holds the title of Financial Planner from the IQPF, completed the Canadian Securities Course and has both his Mutual Funds Registration and Life Insurance License.
Eric considers himself a teacher of personal financial planning, getting much enjoyment from helping his clients become better informed about financial matters.
Married to his wife Caroline for over 30 years, they have three adult children. Eric enjoys sailing, cycling and woodworking.
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