Our Team
Pierre Dauth
Mutual Funds Representative with Investia Financial Services Inc.
Pierre has held the position of certified financial planner since 2000. His role is to help you define your financial objectives according to your needs. Pierre will develop a personalized action plan in which he will make recommendations and the measures to be taken to achieve your goals.
A member of La Chambre de la Sécurité financière, Pierre holds a Financial Planner Certificate from FP Canada. In addition, he holds a life insurance agent license with the Financial Services Commission of Ontario and the AutoritÉ des Marchés Financiers of Quebec. Pierre participates several times a year in conferences and training sessions in order to keep up with the demanding industry changes. Pierre exercises a job that fascinates him and shares his knowledge as a trainer and coach for Virage Coaching since 2019.
Native to Prescott Russell and father of two children, Pierre has made it his mission to have a real impact in people’s lives. Listening, respect and transparency are the heart of his values so he can build a relationship of trust with his clients that will last over time. Pierre is committed in provided a quality bilingual service and wish to contribute to your peace of mind.
Pasquale Bercier
Pasquale has over 25 years of experience in customer service and sales. She’s instrumental in the development, growth, and support of our clients. She joined our team in 2010 and obtained her life insurance license in 2012 to help with all of our clientele insurance need and claims.
Pasquale has several skills necessary to develop a relationship of trust with clients and her goal is to ensure that you receive competent and efficient assistance. She is happy to serve you in French and English.