Verified recordFinancial Services

David A. Gervais

Financial Advisor - Certified Financial Planner at Rochebanyan Inc

Based in Ottawa, Canada

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Seniority

Staff

Department

Other

Location

Ottawa

Industry

Financial Services

Company size

19

Contact information

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Email

1 credit

d•••••••@rochebanyan.ca

Phone

5 credits

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Background

About David A. Gervais

I provide comprehensive financial planning services for individuals, professionals, and small business owners. Specializing in retirement planning, investment strategies, insurance solutions, and group benefits, I help clients build and protect their wealth while maintaining a risk profile that aligns with their goals. Whether you’re navigating a pension plan, preparing for retirement, or optimizing your business or planning your estate, I’m committed to ensuring your money works as hard as you do.

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