Marc Antoine Rouillard, B.A.A., Pl. Fin.
About Marc Antoine Rouillard, B.A.A., Pl. Fin.
Marc Antoine Rouillard is a financial services representative at CIBC and a financial planner at David Veilleux Services Financiers inc. with a background in finance and administrative roles.
Current Position at CIBC
Marc Antoine Rouillard currently serves as Représentant principal en services financiers - PME at CIBC since 2019. His role involves offering financial services to small and medium-sized enterprises in Beloeil, QC. In this position, he is responsible for developing financial strategies tailored to the needs of these businesses, leveraging his extensive expertise in financial planning and advisory. His tenure at CIBC allows him to provide valuable insights and solutions to his clients.
Role at David Veilleux Services Financiers inc.
In addition to his role at CIBC, Marc Antoine Rouillard works as a Planificateur financier at David Veilleux Services Financiers inc. since 2018. Located in the Région de Montréal, Canada, he focuses on creating comprehensive financial plans for clients. This includes investment strategies, retirement planning, and risk management. His work here underscores his commitment to helping individuals and families achieve their financial goals.
Previous Experience at Services Financiers Groupe Investors Inc.
Before his current positions, Marc Antoine Rouillard was a Planificateur financier and Conseiller en sécurité financière at Services Financiers Groupe Investors Inc. from 2014 to 2018. During his 4-year tenure in Brossard, QC, he also served as a Représentant en épargne collective. This experience honed his skills in financial security advisory and investment planning, enabling him to provide tailored financial advice and solutions to his clients.
Early Career
Marc Antoine Rouillard's early career includes roles such as Technicien Administratif at Sécurigroupe in 2012 and National Bank of Canada from 2007 to 2009. He also worked as Serveur / Gestionnaire at La Cage aux Sports - Groupe Sportscene inc. from 2008 to 2014, gaining diverse experience in administrative and managerial capacities. These roles provided him with foundational skills in administration and client services.
Educational Background
Marc Antoine Rouillard holds a Bachelor of Business Administration (B.B.A.) in Finance from Université du Québec à Montréal, achieved from 2011 to 2015. He also studied Science pure et appliquée at Cégèp Édouard Mont-Petit, earning a DEC Science de la Nature from 2008 to 2011. His academic background in finance and natural sciences has equipped him with a strong analytical foundation and comprehensive knowledge in financial planning.