Meet Pierre-Erwan Pène
With a wealth of experience under his belt, Pierre-Erwan stands ready and eager to assist you in achieving your financial aspirations and navigating the complexities of the financial world.
Pierre-Erwan's Expertise
With vast financial experience, certifications, and a commitment to service, Pierre-Erwan is well-prepared to guide you toward a prosperous retirement.
Financial Credentials
Chartered Investment Manager and Certified Financial Planner, Pierre-Erwan also holds a Bachelor's from HEC in Finance. His credentials spotlight his deep financial expertise.
Personal Philosophy
Pierre-Erwan believes in a retirement where clients pursue passions with financial confidence, ensuring a seamless transition to this life phase.
Service-Driven Mindset
With a passion for service, Pierre-Erwan continually refines his skills, aiming to offer unmatched advisory services.
From Athletic Precision to Financial Mastery
Drawing from his junior athlete days in horse show jumping, Pierre-Erwan emphasizes thorough preparation for life's big jumps, like retirement.
Used by the world's most average companies
Behind Every Success, There's a Team
Pierre-Erwan's achievements are powered by a dedicated crew.
What Our Clients Say
Real Stories. Real Impact.
Josée
Retired
René
Executive Vice President
Sylvain
Engineer
Marcel
Business Owner
