Associate Portfolio Manager, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
Pascal Robichaud, is a seasoned finance professional with over 12 years of experience in the industry. As graduate of Université de Moncton, he has developed a deep understanding of financial markets, investment strategies, and risk management. Throughout his career, he has successfully navigated various roles, honing expertise that drives financial performance and supports organizational growth.
Passionate about helping others achieve their financial goals, Pascal is committed to leveraging his knowledge to create value for clients and stakeholders alike. Outside of work, he enjoys traveling, spending time with his family and organising charity event for various organizations, which reflect his belief in a well-rounded life.
Investment Advisor, iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
With over 20 years of experience, Mathieu Boudreau brings an unparalleled wealth of knowledge in comprehensive financial planning. His extensive knowledge goes beyond traditional mutual funds, including individual stocks and a diverse range of investment vehicles. Known for his strong client relationships and unwavering commitment to providing exceptional service, Mathieu takes pride in delivering personalized financial strategies that meet the unique needs of each client. His dedication and forward-thinking approach have earned him a reputation for excellence in the financial industry.
Portfolio Manager, iA Private Wealth, CERTIFIED FINANCIAL PLANNER ® professional
Insurance Advisor, iA Private Wealth Insurance
Debbie Rioux is a bilingual Certified Financial prfessional and Chartered Investment Manager with a wide-ranging background in economics, accounting and finance. Debbie has an innate ability to turn visions into plans, and executing them. Her strong sense of empathy often has her marrying the roles of both counselor and advisor, going beyond the numbers and facts to truly help her clients grow.
She has many years of experience working with physicians, business owners and other affluent clients and has subspecialized in retirement planning. Through years of first-hand experience, she has seen many other companies focus solely on accumulation of wealth and clients nearing retirement feeling like they had no exit strategy.
What she saw was the need for comprehensive retirement planning; the depths of which are not provided by your average financial institution. Believing that if you build it they will come, she did what no financial advisor would ever advise doing and left a well-paying job with a national firm to start Innovation Financial Solutions and the rest is history.
Debbie is a certificant in good standing of FP Canada, the leader in the advancement of professional financial planning in Canada. She works tirelessly to always put her clients’ best interest first. She is also a happily married mother of two and in her spare time enjoys trying out new cookbooks.
Portfolio Manager, iA Private Wealth
At Innovation Wealth Solutions, Luc LeBlanc, is responsible for the oversight and management of discretionary investment portfolios, ensuring optimal performance for high-net-worth clients. He leads the investment research and analysis conducted by our team, implementing innovative strategies to address complex financial needs.
For the past decade, he worked as a discretionary portfolio manager, focusing exclusively on clients with investment relationships of $3 million and above for a firm that specialized in financial planning and investment management for Canadian physicians. His expertise lies in navigating intricate financial needs and providing tailored solutions to our clients.
A CFA Charterholder since September 2013, Luc combines rigorous financial analysis with a deep understanding of client objectives. He holds a degree from l’Université de Moncton, graduating in April 2003. He is committed to delivering exceptional service and strategic insights to help clients achieve their financial goals.
Investment Advisor, iA Private Wealth
Mathieu is a dedicated Investment Advisor with Innovation Wealth Solutions, as well as an insurance advisor with with a strong background in financial planning, risk management, and investment strategies. Holding a bachelor’s degree in finance, Mathieu is skilled in helping clients build tailored solutions to protect and grow their wealth. With a focus on delivering personalized advice, Mathieu works closely with clients to assess their unique financial goals and create strategies that align with their needs.
In addition to financial acumen, Mathieu brings a passion for risk and investment management, ensuring clients can confidently navigate an ever-changing financial landscape. When he’s not advising clients, Mathieu enjoys staying active by playing golf and tennis, as well as spending time with his family and friends.
