Board of Directors

Patrice Lortie’s professional career in advising and dispensing financial services has spanned nearly thirty years, both in property and casualty insurance, as well as in personal and investment insurance, all in collaboration with national companies, such as the Investors Group, Global Maxfin Investments, Investia Financial Services, and other smaller companies.

At 16, he started working part-time in the family business at IARD insurance brokerage. During the same year, he studied to obtain the title of associate insurance broker. Over the following years, he worked in sales, underwriting, and accounting, eventually leading to the administrative side of the firm, where 42 employees worked. In five years, their sales figures had increased tenfold.

During these five years, he enrolled in various university programs, such as Financial Management at HEC, Initiation to Stock Markets at the Montreal Stock Exchange and General Law at the University of Montreal.

In 1992, Mr. Lortie joined Investors Group as an advisor. He held this position for 11 years, during which time he broadened his education in the insurance and investment fields, as well as attended the Université de Québec à Montréal to obtain a certificate in Insurance and Financial Intervention. At the same time, he perfected his skills by attending specialized workshops presented by Tom Hopkins, Ron Carson, Michael E. Gerber, and other renowned “coaches”. This diversified training allowed him to build a loyal clientele. It was around this time he began to conduct seminars specific to this field.

In 2003, he joined Global Maxfin Investments as Regional Sales Director for Quebec and the Atlantic provinces, where he stood out as a ringleader and main player in the acquisition of a financial services firm and the opening of three new branches. During this time, he studied at the Canadian Securities Institute and the Institute of Canadian Bankers.

Since 2001, he has been involved in the Chambre de la sécurité financière, in which the Laurentians division won many awards. Successively, he was the director, chairman of the board of directors, vice-president of training, and finally president of the division.

Today, as a partner in the Moreau-Gignac Financial Group and branch manager for Investia Financial Services Inc., he founded his own financial services firm: Polyclinique de la finance ltée. Based on the depth of his experiences acquired over the years, both in brokerage and in the “career” network fields, as well as driven by the desire to share his knowledge to promote the development of the profession, he now offers the opportunity to benefit from his sound, wise and provident advice. In addition, everything is offered in an unfettered brokerage framework, freed, and removed from any specific dependence on a range of products or services.