Mathieu Morin

Conseiller En Sécurité Financière Et Représentant En Épargne Collective at Investia Financial Services

Mathieu Morin has extensive experience in the financial services sector, currently serving as a Conseiller en sécurité financière et représentant en épargne collective at Investia Services Financiers Inc. since August 2014, where the focus is on guiding clients in making informed investment and wealth protection choices. Prior to this, Mathieu worked at Groupe CMA as a Conseiller en sécurité financière, providing a range of insurance brokerage services, and at SFL Partenaire de Desjardins Sécurité financière, assisting clients in building financial autonomy. Mathieu holds a Certificat en Planification Financière from UQAM, a designation as a Représentant en épargne collective from CSI, and has obtained qualifications from the Autorité des Marchés Financiers and Collège Montmorency in various aspects of financial and insurance services.

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