the resume

Profile
Richard Pilotte
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F.Pl.
Consulting Partner
Integrated personal financial planning
Tax for individuals
Wealth management
Portfolio monitoring and private wealth guidance
Service
Assurance
Typical interventions
Training
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Bachelor of Business Administration,
specialization in finance
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Building client files for integrated personal financial planning
Assessing needs for life and disability insurance
Assessing needs for retirement savings
Assessing Quebec private wealth managers
Guiding clients through the integrated process of choosing a private
wealth manager
Lecturing on retirement planning for the Canadian government, the
Institut québécois de planification financière and Laval University
Co-author of the book Retraite et planification successorale, Les éditions
de la formation continue, Laval University
Professional associations
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Member of the Institut québécois de planification financière
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Personal Financial Planning Certificate
Languages
French and English
200-3075 chemin des Quatre-Bourgeois
Québec QC G1W 5C4
Phone
Fax
Email
418 653-4455, ext. 2560
418 656-0800
[email protected]
Extracurricular activities
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Former chair of the Institut québécois de planification financière (lifetime
member)
Member of the Cercle finance du Québec
Associate member of the Mess des officiers de la Citadelle de Québec
Governor of the l’Amicale des Sommeliers du Québec (lifetime member)
Ambassador of the Compagnons du Beaujolais
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Richard Pilotte
F.Pl.
Consulting Partner