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Frédéric has more than 8 years of experience in the field of financial services. He holds a Bachelor Degree in Business Administration, with a specialty in Finance. Frédéric has worked as a Credit Risk Analyst at National Bank and as a Inside Sales Representative for Sun Life Financial. In 2019, Frédéric decides to take the leap and becomes an Investment Advisor.
Frédéric oversees personalized portfolio construction for our clients. He is also in charge to review the tax efficiency of our client portfolios as well as withdrawal strategies. He also holds the title of Associate Portfolio manager, which allows him to offer discretionary management to our clients, a value added service.
Frédéric Babeux is registered as a Financial Security Advisor with Bélanger, Brosseau Fiscalité, Assurances & Placements Inc. He is also registered as an Associate Portfolio Manager with PEAK Securities Inc.
Frédéric Babeux, B.A.A., CIM
Associate Portfolio Manager
Financial Security Advisor
Annie has more than 30 years of experience in the field of life insurance. She obtained a Bachelor’s degree in business administration from University of Ottawa in 1989 and also obtained the title of Chartered Life Underwriter (CLU) in 1994. In addition, she holds a Master’s Degree in Taxation from Université de Sherbrooke (2011).
Annie has worked over 20 years for life insurance companies and large financial institutions to help high net worth families to optimize their tax situation and maximize their estate value.
Annie analyzes your situation and builds innovative, tax efficient insurance strategies to address your needs and wishes.
She elaborates personal and corporate strategies to reduce your tax burden, protect your net worth and estate with a broad range of insurance products. She can also make sure that your assets are transferred to the next generation according to your wishes.
Annie Bélanger, M. Fisc, Pl. Fin, A.V.A.
Financial Planner
Financial Security Advisor
OUR EXPERTISE
TAXATION
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Salary vs Dividends
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Corporate structure
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Estate freeze
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Preparation for business sale
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Maximise inter-generation transfers
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Reduction of estate taxes
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Life Insurance
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Disability Insurance
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Critical Illness Insurance
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Partnership insurance
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Commercial loans insurance
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Business overhead insurance
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Discretionary Management
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Non-registered accounts for businesses
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Individual Pension Plans (IPP)
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TFSA
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RRSP, RRIF, LIRA, LIF
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RESP
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RDSP
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Non-Registered
Comment ça fonctionne?
Les renseignements contenus dans ce document ont été préparés par Frédéric Babeux, Gestionnaire de portefeuille rattaché après de Valeurs Mobilières PEAK Inc. Ils ont été obtenus auprès de sources considérés fiables et pertinentes. Les renseignements dans le présent document sont d'ordre général et pourraient s'avérer incomplet par rapport à votre situation personnelle. Ce document ne constitue pas un conseil d'investissement. Les opinions exprimées ci-dessus ne reflètent pas nécessairement celles de Valeurs Mobilières PEAK Inc. Valeurs Mobilières PEAK inc. n'est pas responsable du contenu de ce document.