Boulos Financial Group inc.
Robert Boulos has extensive experience in the financial services industry, serving as a Partner at Boulos Financial Group Inc. since May 1995, where responsibilities include planning, organizing, directing, controlling, and evaluating department activities related to insurance, mortgage, and investment services, while also focusing on business development and performance objectives. Additionally, since December 2005, Robert has held the position of Branch Manager and Investment Fund Advisor at Investia Financial Services Inc. Robert holds a degree in Commerce with a focus on Finance from Champlain College, completed in 1993, and previously studied Commerce with a specialization in Finance at Marianopolis College from 1991 to 1993.
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Boulos Financial Group inc.
OUR MISSION STATEMENT “Our commitment is to being our client’s most trusted advisor and constantly exceeding their expectations. Our combined experience, integrity, valor and resources make us achieve this.” THE BOULOS ADVANTAGE Boulos Financial Group has been at your service as an MGA since 1984. We are recognized for our “personalized level of service” – tailored to make the advisor's business easier to manage, and enabling them to diversify their time. We are a complete resource for business risk management and personal asset protection. To assist advisors in keeping pace with the ever-changing world in which we live and compete, we maintain cutting edge technologies for today’s marketplace.