Pierre Claude is known as a professional whose humanity and openness to others allow him to be particularly attentive to his clients’ needs, concerns as well as profound values.
He is a skilled communicator, calm and has an excellent analytical capacity. Pierre can translate the needs of his clients, their families and their businesses into adapted, profitable, realistic financial solutions that take into consideration the risk level that they are ready to take.
In partnership with his clients, Pierre has given himself the mission to increase their assets and offer a full financial security program while conforming to the laws and asset security. In this spirit, he never compromises the pivotal key elements of healthy relationships with clients that include the identification of objectives, documentation as well as follow-ups, which are elements that he does not compromise on.
An accomplished athlete (cycling, hockey, downhill skiing and swimming), father of two children and married for 25 years, Pierre makes it a point to keep a balance between his professional and personal life in order to remain “a healthy mind in a healthy body” to fully carry out his work duties.
He has been a professional in the financial sector since 1989 and a member of the London Life Fiscal and Estate Planning Group, Pierre was able to profit from his 25 years of experience and leadership. He inspires his clients towards action by establishing clear priorities and a methodical approach, all this in a thorough understanding of the entrepreneurial issues concerning assets, successions and return of financial investments.
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1 Ontario and Quebec licence
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