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Claude Bourgouin

Claude Bourgouin

Claude Bourgouin has been in the financial planning business since 1975, providing home grown advice. Claude is a big believer in adapting to the needs of his clients. The business began with the singular focus of Life insurance sales, but over time Claude has become a financial advisor and relationship manager to his clients as well.

Claude understands that his clients are in different stages of life -- they might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. He believes that a financial security plan must reflect an individual's personal or business situation, and he works diligently to highlight the financial security products that best fit a client's goals. Once a custom-tailored financial plan is in place, Claude continues to work closely with clients to ensure that achievements align with their stated aims, while constantly striving to make certain that clients are comfortable that everything is moving forward according to plan.

Attention to detail, good listening skills and great empathy are character traits clients appreciate most about Claude. He is part of a professional network that includes group benefits and investment products specialists, accountants, and legal experts whose teamwork and professionalism help him build long-term relationships with his growing client base while providing superior customer service.