Serge Robichaud is a finance professional based in Moncton, New Brunswick. He currently serves as a financial advisor at Charles St. Financial, offering advisory services to individuals, families, and businesses. He has more than 20 years of experience in financial goal planning, investment strategies, retirement planning, and wealth preservation. 

 

Serge has prioritized a client-centric, business-like mindset throughout his career. He believes in forming long-lasting relationships with his clients by listening attentively and understanding each person’s goals. He then collaborates with his clients to create a plan that will help them achieve financial success.

 

Serge previously worked for Scotiabank for the first half of his career, where he gained skills in portfolio management and client relationships. His time there helped him develop the goal-oriented mindset he still carries with him today, both in the office and in his personal life. 

 

Outside of work, Serge is a very active person who enjoys working out, hiking, camping, and fishing. He is bilingual, fluent in both English and French.