Alain Quennec

You are concerned with planning for the transition to retirement, how to best generate income during retirement, properly invest your nest egg, or deal with your estate planning. My team and I listen to you, come to understand your goals, and help realize those goals with a written plan, disciplined implementation, and regular scheduled checkups for your lifetime.

My childhood dream was to be a teacher - to help people understand things and share the feeling they have when it happens.  I loved showing people how to fix things, and enjoyed puzzles and mystery novels.  In college I even took a course in Detective Fiction.  As I grew to adulthood, my dilemma was finding a domain that interested me while allowing me to exercise my need to solve problems and educate others.  At Concordia University, I was fortunate enough to be chosen as one of eight students to study the first university full year course in practical financial planning, and I was hooked.  My clients now call me "The Explainer" - they talk to me in order to understand their situation, and then feel comfortable and confident in making life decisions.  It is an honor and a privilege to guide clients through a lifetime of critical financial events and decisions.  I see myself as the captain of my client's ship - they depend on me to guide them on their life's journey, letting them know what they need to make critical decisions and helping them avoid mistakes that could jeopardize a successful outcome.

I grew up on Montreal's West Island, and graduated Concordia University.  After spending 1993 in Australia and my first year in the financial advisory field in 1994 (Montreal), I settled in Vancouver in 1995 and joined the firm's founder, Jim Rogers, in his financial planning practice.  In 1999, I took over some of Jim's practice as he was in the process of retiring, the same year meeting my wife-to-be, Linda.  We married in 2002 and were blessed with twin daughters in 2005.  Outside of their activities of dance, judo, piano, and voice lessons, the children enjoy their mini Havanese dog, Ollie, travelling with their parents, and joining me at the finish line of endurance cycling races.  Linda is an author, and having completed a Masters Degree in Creative Writing, is working on her PhD in Psychology.  

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