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Pierre Claude

Pierre Claude
CFP*
  • Shareholder
  • Financial Security Advisor1
  • Group Insurance and Group Annuity Plans Advisor

A Human and Strategic Approach to Finance

Pierre Claude is a finance professional known for his humanity and openness to others, which enables him to pay special attention to the needs, concerns, and core values of his clients. As a skilled communicator who remains calm under pressure and possesses excellent analytical abilities, Pierre effectively translates his clients’ needs—along with those of their families and businesses—into appropriate, profitable, and realistic financial solutions that consider their risk tolerance.

In partnership with his clients, Pierre is dedicated to enriching their assets and providing a comprehensive financial security program that complies with regulations and protects their investments. His focus on identifying objectives, documentation, and follow-up is unwavering, forming the foundation of a healthy relationship with his clients.

Professional Journey

Pierre has been a financial professional since 1989, utilizing his leadership skills to inspire his clients to take action. He helps them establish clear priorities and a methodical approach, all while maintaining a deep understanding of entrepreneurial challenges related to wealth, succession planning, and financial investment performance. Ensuring the well-being of his clients is paramount, including fostering lasting financial health through tailored retirement and estate planning.

Expertise and Innovation

Since 2006, Pierre has specialized in serving cooperatives. ProSphère was the first firm to establish a group RRSP for cooperatives. Additionally, alongside his partner Louis Lamontagne, he has developed expertise in the pre-hospital sector, particularly within the cooperative domain. They are pioneers in Collective RICs, offering a unique service in this niche market.

Personal Life and Community Involvemen

An accomplished athlete, particularly in cycling (both winter and summer) and downhill skiing, Pierre is married and a father of two. He prioritizes maintaining a balance between his professional and personal life, adhering to the philosophy of “a healthy mind in a healthy body” to perform optimally in his work.

Recognizing the importance of people in his life, it is clear that Pierre devotes part of his free time to community involvement. He has collaborated for several years with Moisson Outaouais, an organization whose mission deeply resonates with him.

* E-mail is not a safe method for sending information. Consequently, personal information should be sent using a safer method.

* Ontario only

1 Ontario and Quebec licence