Karl Choquette Pl. Fin
From Montréal, Québec, Karl embodies the fusion of passion and determination. Since December 2020, he has been excelling in the role of financial planner, shaping a career that has been growing for over two decades.
Starting in 2001, Karl immersed himself in the complex and stimulating world of financial planning at IG Private Wealth Management. Throughout years of training and dedication, he diligently cultivated his expertise and understanding of the financial market, building strong relationships with clients while developing sharp expertise in the field.
His professional journey is more than just a series of chronological events. It's a story of passion, commitment, and dedication to the cause of financial independence.
Karl guides clients through the various aspects of financial planning, providing informed advice and tailored solutions to their specific needs.
What drives Karl is the mission to help people achieve financial independence. His goal is to guide clients toward a solid and secure financial future, where freedom and prosperity are no longer distant aspirations but tangible realities. His love for working with business owners reflects his commitment to those who shape the economy and society.
Today, Karl continues to forge his path in the world of financial planning, always guided by his passion, expertise, and ardent desire to bring positive change to the lives of clients and the community in which he operates.
Beyond his professional commitment, Karl is passionate about travel, discovering new cultures, and expanding his horizons. Cycling and cross-country skiing are sources of freedom and inspiration for him, offering moments of connection with nature and allowing him to recharge.
Francis Bédard B.A.A., FCSI, CIM, CIWM, RIAC
Francis has a Bachelor's degree in Business Administration from HEC Montréal, With a flourishing experience of over eight years in the exhilarating field of wealth management, he has carved his path within prestigious financial institutions, and embodies passion and commitment.
Recently, Francis has embraced a new adventure within the dynamic team of Karl Choquette & Associates, a decision motivated by a harmony of deep values. Self-respect, respect for others, and the building of strong relationships are principles dear to him.
His relentless quest for excellence has led him to achieve the highest level of recognition awarded by the Canadian Securities Institute, the prestigious title of Fellow of CSI (FCSIMD). Additionally, he proudly bears the Certified International Wealth Manager (CIWM) designation, a globally recognized mark of excellence in the field of wealth management. His commitment doesn't stop there; he also holds the coveted title of Chartered Investment Manager (CIMMD), a symbol of his great expertise in his field.
But for Francis, the acquisition of knowledge and certifications never ends. Recently, he has enriched his skillset by becoming a financial security advisor, awarded by the Autorité des marchés financiers. Beyond enhancing his skills, this step allows him to stay closely attuned to the varied and complex needs of clients and opens doors for him as a life insurance representative. Francis has also obtained his RIAC certification from the Responsible Investment Association. This Canadian organization, a staunch advocate of impact investing, finds in Francis an ardent defender of these values, ready to deploy his expertise in the service of responsible and ethical finance.
His passion for the business world, inherited from a lineage of entrepreneurs, is the driving force behind each of his days. Financial markets and financial planning are to him more than just disciplines; they are playgrounds where he excels and thrives. He aims to obtain Financial Planner (F.Pl.) designation, a goal towards which he advances with determination.
Ayumi Yamashiro
Ayumi joined Karl Choquette & Associates in 2015 as an administrative assistant. She stands out for her great attention to detail and enthusiasm. Ayumi ensures that all requests adhere to the strictest compliance standards. Her organizational skills enable her to successfully handle all tasks entrusted to her. Always ready to find solutions, she provides valuable support to the team, helping us exceed our goals. Ayumi feels privileged to work for Karl Choquette & Associates.