Our team
LUC JOLICOEUR, B.A.A.
President
Luc Jolicoeur has been working in the insurance and financial planning industry since 1978. He holds the titles of Insurance and Group Annuity Consultant and Financial Security Advisor.
Certifications
- B.A. in business administration from HEC Montréal
- Certificate in personal insurance
- Certificate in insurance and group annuities
- Mutual fund dealer representative
DANIEL JOLICOEUR, PL. FIN.
Financial Planner
Daniel Jolicoeur has been working in the insurance and financial planning industry since 2010. He is dynamic and committed to furthering the firm’s mission, and is the fourth Jolicoeur generation to work in the insurance and financial planning industry.
Certifications
- B.A. in business administration (concentration in finance) from HEC Montréal
- Certificate in financial planning from HEC Montréal
- Graduate of the Institut québécois de planification financière (IQPF)
- Certificate in personal insurance
LUISA VACCARO
Administrative Assistant
Luisa Vaccaro has been working in the insurance and financial planning industry since 1973 and has been Luc Jolicoeur’s assistant since 1978, even before the firm Jolicoeur services financiers was established.