Carl DenisFinancial security
Reach Carl(418) 930-4952
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Your priorities come first.

I’m Carl Denis, a Financial Security Advisor. I help you explore insurance, savings and retirement decisions with a listening ear and clear explanations.

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What drives my approach.

For six years, I have been helping individuals and families with their insurance, savings and retirement decisions. More than 500 families have placed their trust in me so far.

What motivates me in this work is making financial decisions easier to understand. I believe conversations about protection and the future should use plain language and start with what matters to you.

I take the time to understand your situation before discussing products. Together, we clarify your priorities, then I explain the options, their conditions and their limits.

My goal is to give you useful information to guide your choices. I want you to feel comfortable asking questions, taking time to think and revisiting your strategy as your life changes.

Carl Denis, Financial Security Advisor
  • 016Years of experience in financial security
  • 02500+Families and clients supported
  • 0320minFor a first conversation, with no obligation
  • 04QCSupport anywhere in Quebec, in person or remotely

At your pace.

These principles guide the way I work with you.

  • Listen first.

    Your plans and concerns shape our conversation. I take the time to understand what brings you here.

  • Keep it clear.

    I explain the options and their limits in plain language. There’s room for your questions at every step.

  • Give you time.

    I walk you through the information that matters to your decision. You take the time you need, without pressure.

  • Stay in touch.

    I remain available after a solution is in place. We can revisit your strategy as your needs change.

Affiliated with iA Financial Group.

I’m a representative affiliated with iA Financial Group. This affiliation is part of the framework for the services I provide.

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“I start with what matters to you, then help you understand your options.”
  1. A clear affiliation.

    You know which financial group I’m affiliated with. I explain the products I present and the conditions that apply.

  2. A regulated practice.

    I’m certified with the Autorité des marchés financiers under certificate no. 245278. You can verify my registration in the AMF register.

  3. Someone to turn to.

    You can contact me with questions about the solutions you have in place. I help you with follow-up steps based on your needs.