Your life insurance specialists
Eric Bérubé
Financial Security Advisor
With degrees in business administration and finance, Eric Bérubé began his career in 2003 in the field of investments, insurance and retirement planning. In 2011, he decided to specialize in life insurance given this financial vehicle's tremendous potential. He subsequently acquired in-depth knowledge of the opportunities presented by life insurance combined with the financing solutions available from most major Canadian banks.
Working with many retired business leaders, property owners and entrepreneurs who hold substantial investments, Eric applies his analytical abilities and creativity to finding effective solutions for his clients’ human, financial, tax and legal concerns. Added to this is a strong interest in estate planning and optimizing the wealth left to heirs.
As a life insurance specialist serving prosperous families, Eric shares his passion for this wonderful tool, seeking to present its benefits to clients and the professionals advising them. He also offers his life insurance expertise to certain generalist advisors to propose innovative solutions for their clients.
Eric is married with two children and spends his free time cycling, downhill skiing with his family and listening to music.
Heidy Valle
Client Services and Underwriting Manager
With a bachelor’s degree in Business Administration - Finance option from HEC Montréal, Heidy Valle held a number of positions at the National Bank over more than five years and then worked with a specialized investment firm. In 2007, she began a professional collaboration with her spouse, Eric Bérubé.
Heidy’s current duties include providing client support for the insurance underwriting process and file reviews. She also manages projects to constantly improve the client experience.