Philippe Caron

Financial Security Advisor, Financial Planner

President, LL.B., Dip. Mgmt., Fin. Pl.

514.878.0555 ext 232
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Philippe is a lawyer, financial planner and president of Groupe DCB. He is the founder and director of AssuranceVieAffaires.com, a website specializing in life and health insurance brokerage for the business market.

His expertise lies in financial security planning for professionals, managers and senior executives of private corporations. His areas of work include insurance planning, risk management relating to death and disability, retirement planning, will and estate planning and business succession planning.

A lawyer by training and a member of the Quebec Bar (1996) (www.barreau.qc.ca), he has extensive knowledge of the legal and tax implications of insurance and investment product ownership in a corporate context.

Philippe is a member of the board of directors of Fondation Suicide Action Montréal, where he chairs the major gifts and planned giving committee.

Education

  • Financial planning degree, Université Laval (1999).
  • Master’s degree in management, McGill University (1998).
  • Law degree, Université de Montréal (1995).

Professional activities and Associations

  • Quebec Bar (1996)
  • Member of the Institut québécois de planification financière (IQPF)
  • Member of the Association de planification fiscale et financière (APFF)
  • Member of the Chambre de la sécurité financière (CSF)
  • Chairman of the Board of Fondation Suicide Action Montréal