Jeune famille dans un pré
AMF certificate number: 258770

Raphaël Moreau

Groupe Cloutier Partner

M. SC., CFA
Financial security advisor
Group insurance and groups annuity plans advisor
Mutual fund dealer representative

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 to businesses and groups

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