Gilles Marceau

Gilles Marceau is an accomplished Financial Planning, Retirement and Lifestyle Planning Consultant and Educator, with more than 30 years of professional- and senior-management experience in the Financial Services Industry.

He brings credentials which demonstrate his pursuit of continuous professional development. He is a Certified Financial Planner (CFP) and a Registered Financial Planner (RFP) as well as a Chartered Life Underwriter (CLU). In 1998, he was awarded the Professional Retirement Planner (PRP) designation. Each of these designations is supported by an in-depth and very successful 30-year career in the Life Insurance, Banking and Investment/Securities sectors. He has held the positions of Director of Individual Insurance Marketing for one of Canada’s leading life insurance companies; Regional Manager for a financial planning practice directed to high net worth individuals; Managing Partner, Marketing Development for what was Canada’s largest Trust Company and Managing Partner in a fee-based Financial Planning/Employee Benefit firm.

Gilles is currently the co-Chair of the Professional Retirement Planners designation accredited through the Retirement Planning Association of Canada.

For further information, contact Gilles Marceau at gilles.marceau@pmcinc.ca.

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