Empowering Fitness, Empowering You
At Eric Roy Financial Services, we take pride in being your trusted financial advisor in Ottawa/Gatineau. With over 15 years of experience in the financial industry, our mission remains the same: to provide valuable advice based on integrity and always put our client's interest first. Our vision is to ensure the protection, planning, and performance of your assets, property, and estate.
Our Philosophy
We believe that every individual deserves personalized financial solutions that cater to their unique needs and goals. As a certified financial advisor, Eric Roy has dedicated his practice to helping clients protect and grow their assets. We understand the importance of tailoring our services to each client's reality, taking into account their financial situation, investment goals, and risk tolerance. Our approach is centered around humanity, respect, and a deep understanding of the efforts our clients have put forth to accumulate their savings.
Our Services
We offer a comprehensive range of financial services designed to help you achieve your financial goals. Our product offerings include:
- Insurance: life insurance, term life, participating life or whole life, universal life, living benefits, disability insurance, critical illness insurance, individual health insurance, and specialty insurance
- Segregated Funds: cash flow and infinite banking solutions
- Business Partners: private equity and business succession planning
- Learning Center: educational resources and workshops on financial literacy and wealth management
- Private Investments: investment opportunities tailored to your risk tolerance and investment goals
Our Team
Our team is led by Eric Roy, a certified financial advisor with over 15 years of experience in the industry. Eric's reputation for integrity, professionalism, and expertise has earned him numerous awards and recognition, including the 2017 award for "Best Advisor - Alternative Investments" of the prestigious Wealth Professional Awards. Our team is committed to providing exceptional service, tailored to your unique needs and goals.
Our Mission
Our mission is to provide valuable advice based on integrity and always put our client's interest first. We strive to ensure that "Planning, Protection, and Performance" makes sense when it comes to dealing with your financial and insurance needs. We are dedicated to helping you achieve your financial goals, whether it's protecting your loved ones, growing your wealth, or planning for your children's education.
Why Choose Us
At Eric Roy Financial Services, we are committed to providing exceptional service, tailored to your unique needs and goals. We are licensed under "Eric Roy" for life insurance products and also registered as "dealing representative" for exempt market through Pinnacle Wealth Brokers, in the following jurisdictions: Alberta, British Columbia, Manitoba, New Brunswick, Ontario, Saskatchewan, and Quebec. Our team is dedicated to helping you achieve your financial goals, with integrity, professionalism, and expertise.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Eric Roy Financial Services, citing Eric's unique approach, his ability to understand their goals and priorities, and his commitment to their financial well-being.
Trust and Respect
Reviewers praise Eric for being trustworthy, respectful, and having their best interests in mind. He is said to take the time to understand their situation, educate them on suitable solutions, and provide sound advice.
Personalized Service
Eric is commended for his personal touch, remembering important details about his clients' lives and demonstrating a genuine interest in their well-being. The staff at Eric Roy Financial Services are also recognized for their exemplary service, making clients feel valued and supported.
Financial Expertise
Reviewers appreciate Eric's extensive knowledge of the financial world and his ability to present investment opportunities that align with their goals. His expertise has helped clients establish solid financial plans and grow their retirement portfolios.
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