A team of specialists dedicated to your protection and your assets.
The Securvie firm

An experienced team attentive to your needs.

Each milestone in your personal and professional life brings its own challenges and joys. For each of these events, your needs will change. Together, the members of the Securvie team have the skills and products to provide protection solutions tailored to your situation. Our role will be to meet with you to find out more about your situation, your current projects and those to come. It’s as if we were to take a photo of your current situation and, together, chart a course to get you where you want to go.

Competence

At your service

Our multidisciplinary team is made up of specialists from a variety of fields, all committed to your financial well-being and the protection of your assets.

With a degree in management from Concordia University, and a wealth of experience at National Bank and National Bank Financial, Mehdi joined Securvie Financial Group as partner and general manager in 2021. In addition to holding various positions in finance, he has honed his management, recruitment and coaching skills. His impressive track record includes, among other things, the specification of a market niche for which he has designed and implemented a business development plan.

Johannie joined the Securvie Financial Group team in 2014. In 2015, she obtained her Personal Insurance and Group Savings Representative certificate. At Securvie, she oversees operations and participates in strategic initiatives, working closely with Mehdi Perrault and Eric Harvey to monitor and assign files to customer support advisors. Johannie also follows up with clients referred to us and plays a role in training new team members.

With a bachelor’s degree in business administration and a specialization in finance from HEC Montréal, Eric is an individual insurance specialist (personal and commercial) qualified to guide our clients through every stage of their insurance planning. By integrating the concept of wealth management, he suggests scenarios that offer our customers the desired protection, financial security and peace of mind.

After working with National Bank Insurance Firm in 1999 and Marc Amendola Financial Group in 2013, Eric founded Securvie Financial Group in 2015. Over the course of his career, he has been the recipient of numerous awards, including Top Insurance Producer for National Bank Wealth Management in 2018, 2020, 2021 and 2022.

A graduate of HEC Montréal, Isaac has over 10 years’ experience in the financial sector.

After a successful career as a chartered accountant, Isaac decided to make the transition to the life insurance industry as a broker. He obtained his certification from the AMF and quickly established himself as a competent and dedicated professional.

Isaac focuses on building lasting relationships with customers by educating them about the importance of life insurance and providing personalized solutions. He is committed to keeping up to date with industry trends and developments. Isaac’s exceptional interpersonal skills, financial expertise and commitment to customers make him a valuable asset to the Securvie team.

Maria joined the Securvie Financial Group team in 2016 as an underwriting file coordinator. Her role is to take charge of handling client files, and to proceed with the implementation of insurance policies. Since her early days in the insurance industry, Maria has set herself apart through her meticulous attention to detail, her life experience, and the humanism she demonstrates on a daily basis.

Coming Soon

A programming and graphic design specialist, Fanny worked for the National Bank for 10 years. Fanny is in charge of our information technology department and provides support to our users. Thanks to her experience in marketing and customer service, she founded various marketing companies. In 2022, she joined Securvie to take charge of multiple projects ranging from marketing to operational support and customer service.

Karine embarked on her career in the insurance sector back in 2018, initially serving as a New Business Specialist at an MGA. In 2021, driven by her desire for growth, she undertook the challenge of obtaining certification as a financial security advisor, a distinction she continues to uphold. Known for her diligence, positivity, and sharp wit, Karine stands out as a dedicated professional. Her exceptional interpersonal skills, coupled with her extensive background in customer service, constitute her strongest assets.

Meryem holds a Bachelor’s degree in Business Management with a specialization in accounting. With over a decade of experience in the financial services sector, she has held various pivotal roles. Transitioning to Securvie in 2024 after a successful ten-year tenure with a leading Canadian financial institution, Meryem brings a wealth of expertise to her new role. Her exceptional professionalism sets her apart, making a significant impact wherever she goes.

Our collaborators

Enhance our service and product offerings with the best in the industry

In order to better serve you and offer you the best products, Securvie has chosen various collaborators who are among the best in the industry. These collaborations enable us to offer a wider range of products and services, always with the aim of better meeting your needs.

Take advantage of our services and advice today

Don’t hesitate to contact us and start bringing your projects to life today.