Secure zone

Raphaël Moreau
Partner of Cloutier Financial Group
Raphaël Moreau
Partner of Cloutier Financial Group
Designations and Certifications
AMF certificate number: 258770
M. SC., CFA
Financial security advisor
Group insurance and groups annuity plans advisor
Mutual fund dealer representative
About me
Having worked in the financial sector for several years, I am a professional known for being diligent, hardworking, and integrity-driven.
I hold a degree in finance from Laval University, a master's in finance from HEC Montreal, and the CFA designation. The CFA designation is the highest distinction in the finance industry, demonstrating a solid understanding of investment analysis and portfolio management skills.
Prior to joining Groupe Cloutier, I worked at the Montreal Stock Exchange as a derivatives analyst and also spent 2 years at TD Bank as a senior analyst in the national accounts team. My experience has equipped me with the necessary skills to understand the financial needs of both entrepreneurs and individuals.
Feel free to reach out to me for your insurance and investment needs.
Services offered
Contact me
Recent articles
Personal Finance(French only) Atteindre l'autonomie financière en quatre étapes
Life Insurance(French only) Pourquoi transformer son assurance vie temporaire en permanente?
Retirement(French only) Maximisez votre revenu de retraite en 12 tactiques (pour tous les âges!)
Will(French only) Un testament, suffisant pour planifier votre succession?
Retirement Planning