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Professional Titles: A.V.C. (certified life insurer), Financial Planner, Financial Security Advisor, Advisor in group insurance and group-annuity plans, Mutual Fund Representative
Biography
Currently president of Impact Financial Strategy Inc., Alain began his career as an accountant for a large Quebec company. Afterwards, he became the executive vice-president of a company specializing in the distribution of educational toys. Having gained much business experience, he decided to found his own distribution company.
In 1991, Alain decided to transfer his talents to the financial services field, first as a Sales Manager for Industrial Alliance and then as Branch Manager for Standard Life.
With the help of several partners, Alain moved on to create, in 1999, his own independent financial services firm, Impact Financial Strategy. Since then, Alain strives to make Impact an industry leader with a high quality service and an integrated financial planning approach.
Professional Address:
485 McGill
Suite 400
Montreal (QC)
H2Y 2H4
| Office: | 514-328-4405 |
| Cell: | 514-250-1199 |
| Other (toll free): | 877-225-0227 |
| Fax: | 514-328-1538 |
| E-mail: | aparent@strategieimpact.com |
| Website: | www.strategieimpact.com |
Regions: Quebec and Ontario
Training in accounting and management from the University of Sherbrooke
Diploma in financial planning from the IQPF
Alain is a fervent expert in financial planning.
“It is a winning approach because it provides the most appropriate advice for clients.”
With his intimate knowledge of the business, Alain is able to understand the needs and worries of Quebec entrepreneurs. He’s conceived concrete solutions to fight longevity issues whithin Quebec’s small and medium sized businesses. Alain has also created a unique course (The “PRETE” Program) in collaboration with the University of Sherbrooke which aimes to tackle these issues and establish a sound framework for business transfers.
document .PDF Le Planif (Only in french)
There is no doubt that financial planning for entrepreneurs is Alain’s specialty. He has developed a unique method of analysing financial resource flows applied to personal financial planning. This method is at the roots of the Planiscope Program, a proprietary financial planning software developed by Planist Ltd, Impact’s sister company co-founded by Alain.
Alain has participated in several conferences, notably at the UQAM and the École des HEC. He‘s a mentor and teacher to numerous speakers in the financial services sector and a member of a national association of financial distribution firms (United MGA).
In all his undertakings, Alain stresses the importance of efficiency without neglecting that the financial planner’s tasks are done by and for human beings.
“Sometimes we have to go beyond the numbers and understand our clients’ motivations.”
This is why he fully supports the interdisciplinary approach.
“The interaction between members of a team is very important because the decisions taken as a team are often better than those taken individually.”