Serge Robichaud

Cues and Views

Professional financial planner Serge Robichaud, in brief.

Serge Robichaud

Home: New Brunswick.   Age: Old enough to tell you how to handle your money.  Birthplace: New Brunswick.  Profession: Finance.  Organization: Canada Life; Quadrus Investments.  Title: Bilingual financial professional.  Pronouns: He/Him/His.  Significant other: In a relationship. Professional credentials: Life license designation and passed the second examination of the Chartered Financial Analyst (CFA) designation administered by the CFA Institute, as well as several financial planning courses and earned multiple certifications from the Canadian Securities Institute.  Languages spoken: Fluently bilingual in English and French.

Current project: Currently working on a non-profit to benefit my community.  Recent recognition: Profiled in Exelon Magazine.  Recent professional development: Taking on a new professional certification.  Latest contribution to others: Assisting individuals in handling their finances and achieving their financial objectives. The satisfaction of providing others with peace of mind through my work brings me a great sense of fulfillment.  What’s been your big (or biggest leap)? Earning several financial designations and continuing to keep myself professionally up to date.  Hobbies: Fishing, reading, weight training and generally living an active lifestyle.  Recent travel or adventure: To the east coast for some of the best ice fishing in Canada.  Last book read: The Power of a Positive Mindset: Transform Your Mind Transform Your Life, by Jason Wolbers. Recently viewed and recommended: Meet Kevin channel on YouTube.  Recent unique acquisition: Excited about growing my business to another level in 2024.  On the personal side, looking forward to learning more on my acoustic guitar.  

Personality profile: Analytical, energetic, open minded, professional.  What one word would your closest friend use to describe you? Passionate.  Moral compass: Viewing the world through the eyes of people with different experiences.  How do you define a perfect friendship? One where you’re able to enjoy experiences together while being loyal and understanding towards them. How do you define an ideal business relationship? One based on mutual trust, clear communication, shared goals and a commitment to collaboration.  What is your greatest joy? Helping others and spending time with family and friends.  What is your greatest fear? Letting people down.  What is your guilty pleasure? Binge watching a good Netflix series.  What word or phrase do you use far too often? Let’s see if we can make this happen.  What occupation, other than your own, do you most admire? Olympians and professional musicians.

What three emojis best describe you? 🥇🌲💪.

What is your favorite place (or way) to spend money? If I said anything other than saving it or investing, I think people would doubt me.  What is at the top of your bucket list? Ice fishing in Greenland and kayaking the Galápagos Islands.  How do you relieve stress? Working out.  What is your go-to workout? I love weights in the gym, but I also enjoy hiking with a view.  What ingredient is essential to your perfect vacation? Time and the perfect travel companion(s).

What was your first paying job? Delivering newspapers.  What was your favorite college course? Commercial Law.  What was your favorite childhood toy or game? Monopoly.  I was always the banker.  What book have you repeatedly read? Rich Dad, Poor Dad, by Robert Kiyosaki.  What movie have you repeatedly watched? The Aviator.   What’s prominently featured on your home or office wall? Abstract art to inspire me.  Besides your parents, who has had the greatest influence on your life? Warren Buffet.  What’s the best advice you received growing up? Be adaptable and resilient; life is unpredictable, and your ability to adapt to change will determine your level of happiness and success.  What’s the best advice you received in your career? Continue to educate yourself, there’s always more to learn.  What modern technology innovation do you most appreciate? Voice recognition software to take notes more efficiently. What is your favorite app? Spotify.  What is your go-to source of news and information? The Globe and Mail.  What is your go-to source of creative inspiration? Music, coffee, and good quality conversations with great people.  What company or organization do you most admire? Tesla.  What world event has had the greatest influence on your life? The rapid advancement and widespread integration of digital technology.

What is your big idea? To help others manage their finances and reach their goals in the most efficient manner.  What change are you working on to effect in your profession or field? I aim to do the best I can for my clients.  What change would you like to see in the world? I would like to see people prioritize their physical health more.  I think complacency has become common as we focus more on work and less on ourselves.  What message do you want to send out into the world? Live more like minimalists instead of consumers.  Don’t succumb to all the marketing, just enjoy the simple and beautiful things in life.  What widely held belief do you reject? That there is only one way to develop a financial plan.  What mega-trend most excites you? People are more educated about money and at a younger age.  What mega-trend most concerns you? AI.

What title would you choose for the movie about your life? Serge Robichaud: The Man, the Myth, the Financial Planner.   What actor would you choose to play you in the movie about your life? Robert Downey Jr.  Not because I think we look alike, but because he’s a great actor.   Who would you like to spend an evening with, in heaven? My grandfather.  As a kid, what did you first want to be when you grew up? A pro fisherman.  After your loved ones, what object would you first save from your burning home? My phone.  How would you choose to spend tomorrow, if you knew it was your last day on earth? Alongside my family and friends in a special place like Bora Bora.  What advice would you give your younger self? Don’t waste your money on stupid stuff and start investing early.  What day in your life would you choose to re-live? My college graduation.  What period in your life would you do differently, if you could? None.  There’s no sense in dwelling on the past.

Personal mission: To help give people the peace of mind they deserve.  Personal motto: You could always do better.   Favorite quote: “We were not taught financial literacy in school. It takes a lot of work and time to change your thinking and to become financially literate” (Robert Kiyosaki). Desired epitaph: Resting in peace, with an impressive track record of heavenly returns.

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