Caroline Charest

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

« You can achieve anything, be bold »

profile

DV: CAROLINE CHAREST

Attracted by the desire to start her own business, Caroline understood early, thanks to her personal experience, that she had a natural ease in understanding the various spheres and strategies of the finance world. She has been working in this field since 2013. Her arrival at David Veilleux Services Financiers in 2016 allowed her to develop new skills and reach new clients.

Her primary vision is to offer advice adapted to the present en future situation. She aims at building a relation of confidence to insure efficient short, medium and long temps planning. Caroline likes to advise and apply financial strategies, professionally as far as personally. She also serves clients in group insurances via Veilleux Assurances et Rentes Collectives. Always smiling and gifted with an endearing humour, you will take pleasure in developing business relations with her.

Primary clients

  • Individuals
  • Professionals
  • Entrepreneurs

contact Caroline

CCHAREST@DVSF.CA
418 622-8060 EXT. 234