Eric Roy, CFP
PCMA Online Conference 2020 | PANEL 1 | Panelist
How to Thrive in This New Normal – A New Way of Doing Business
Offering individual insurance for 15 years, Eric Roy is renowned for his creative, innovative and competitive insurance and exempt market planning strategies. Always in the vanguard of the most recent advances with respect to financial advice, Eric is constantly learning, in an effort not only to expand the range of his financial tools, but also to properly advise and educate you. It is with this in mind that Eric has developed advanced planning strategies using life insurance, primarily at the business level. Over the past few years, the concept of “Infinite Banking” has also been a priority for his clients. Eric focuses on original and customized financial solutions to better serve both his private and business clientele. An avid training enthusiast, a former national triathlete, Eric Roy has demonstrated great diligence in all the portfolios he handles, be it in terms of his availability, portfolio analysis, knowledge of current rules and customization of the strategies he maps out. A very involved family man, Eric takes an active part in his family life and the education of his two children, together with Cathy his partner in life and his steadfast companion. Eric Roy makes every effort to have “Planning, Protection and Performance” take on their full meaning, when dealing with your financial and insurance portfolio.