Our team
Managing partner
Group insurance and group annuity advisor
Financial security advisor
Mutual fund representative
Registered with Groupe Cloutier Investments
Daniel Hunter specializes in creating comprehensive financial solutions tailored to individual needs. His innovative approach makes his firm a one-stop shop, offering an integrated range of services from optimizing social benefits to managing investments and personal insurance. His ability to anticipate needs and commitment to long-term client success make him an invaluable ally, distinguishing him as a trusted partner in the complex world of financial services, with the wealth of entrepreneurial knowledge. Regularly enhancing his skills through new certifications, Daniel ensures he stays abreast of relevant business challenges, providing superior service to his clientele.
Bilingual – English and French
Marie-Pierre Caron-Morin, MBA
Managing partner
Group insurance and group annuity advisor
Financial security advisor
As an MBA graduate, Marie-Pierre is a professional in the interconnected fields of human resources, accounting, and finance, with particular expertise in operational efficiency. She possesses in-depth knowledge of talent management, total compensation, and administrative process optimization. Through her deep understanding of employee needs and strategic vision, Marie-Pierre designs social benefit programs anticipating market trends and proposing innovative solutions. She makes it a priority to stay informed about legislative changes and best practices, ensuring compliance and competitiveness in the social benefits offered by the companies she supports.
Social involvement
Sillery Ste-Foy Québec Lions Club
Since 2011, Daniel has been a member of the board of directors of the Sillery-Ste-Foy-Québec Lions Club and proud organizer of the famous Coquetélions. His involvement as a member and former president of the board gives him established experience in philanthropy, sound governance practices, donations and relations with charitable organizations.
His involvement has contributed to distributing more than $1.5 million to the community.
Le Carrefour des enfants de St-Malo
Since 2015, Marie-Pierre has been a board member of the Carrefour des enfants de St-Malo. She served as the board president for four years and is tirelessly involved in supporting the general management of the organization. Her involvement has enriched her understanding of board functioning, the development and financial structure of charities, adaptation of community service offerings, and relations with funders.
Her involvement contributed to the expansion of the main building, a project with a scope of $500,000.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc.