Our team specializes in financial management for individuals, families and business owners. Throughout life, various important moments determine the flow of money, where the stakes are high and emotions are charged. We offer financial planning and management services that are designed to enable informed and focused decision making under a trusting business relationship.
Eric has over 20 years of experience in the financial services industry. Located in the Nipissing/North Bay area, Eric has been providing strategic advice that addresses the various aspects of financial well-being. Holder of the Certified Financial Planner professional designation, his background is further enhanced by the following courses: Professional Financial Planning, Canadian Securities, Conduct and Practices Handbook, as well as the Wealth Management Essentials. Eric is also licensed as a Life, Accident and Sickness Insurance agent.
Married and a father of three children, Eric is active, disciplined and involved in his community.
Highly qualified and experienced, Eric Simard is dedicated to providing personalized and holistic comprehensive services while helping his clients navigate the complexities of the financial world with peace of mind.
Located in Northeastern Ontario, Carole Kiraga has offered a wide range of wealth management and financial planning services for over 20 years. She started out working with small businesses and professionals.
Carole obtained her Fellow of Institute of Canadian Bankers (FICB) in 1998, in addition to the title of Professional Financial Planner® in 2000. Carole serves more than 250 families by providing strategies that help them reach their goals, including but not limited to, a tailored financial plan, retirement planning, unique investment opportunities and solutions for life, disability and sickness insurance.
Married and mother of two, Carole Kiraga lives an active life with her family, friends, colleagues and community. The countless hours of volunteer work invested in her community is a testament to her commitment and desire to help others and to advance their ambitions.
Disciplined and human, Carole Kiraga is committed to advise and share her experience and wealth of knowledge with her member-clients by accompanying them through their life moments and providing them with all the necessary support.
Located in Northeastern Ontario, Mathieu Vachon has lived and worked in the region for much of his life. Originally from Iroquois Falls, Mathieu is familiar with the challenges of raising a family in Northern Ontario. For the past 20 years, he has lived and worked in the Timmins area as an entrepreneur, coach and general manager. He now works in the financial field as an investment and insurance advisor. Mathieu is committed to using his business and teaching experiences to inform and encourage his clients to develop financial strategies that will help them achieve their long-term goals.
Mathieu is a Life and Health Insurance Representative (LLQP) and is also authorized as a Mutual Fund Specialist through Credential Asset Management Inc. Having worked in the industry since 2017, Mathieu has focused much of his work on holistic planning for his clients. While he has spent a lot of time working with younger families, guiding them in the development of solutions and long-term goals, he works closely with Carole Kiraga, his mentor, to help clients who are approaching retirement and want to enjoy it to the fullest.
Married and father of 3 children and 2 dogs, Mathieu enjoys all the pleasures of life in Northern Ontario, such as camping near his hometown, golf, ice hockey and water sports. He loves spending time outdoors with his family.
Located in the Nipissing/North Bay area, Virginie Benoit is the Alliance Wealth Management team coordinator. Working closely with Eric Simard, she prepares the transaction documentation, performs the necessary client record checks and remains available to answer questions from members and clients.
Since the beginning of her career, Virginie has had the opportunity to acquire extensive knowledge in the financial industry. She has held the position of Member Services Officer as well as Financial Services Officer in the wealth management departments of the personal and business sectors at Caisse Alliance. Therefore, she was able to develop her knowledge of investments, personal loans and mortgages. Dedicated to her professional growth, Virginie is currently pursuing the LLQP insurance course offered by the Canadian Securities Institute (CSI) with the goal of becoming an insurance advisor by November 2021.
Dedicated and committed, she continuously seeks to improve her knowledge and develop her skills to better serve the members.
Alliance Wealth Management is a program offered by Credential Financial Strategies Inc. offering financial planning, life insurance and investment services to members of credit unions and their communities. Trademarks of Alliance Wealth Management are used under licence by Credential Financial Strategies Inc. Mutual funds, other securities and security-related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.