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St. Cyr & Associates - ABOUT US
At “St Cyr and Associates Insurance and Financial Services” our goal is to earn the right to your
business, and to become your preferred provider of financial planning strategies for personal and
corporate clients, who seek to obtain or clarify their individual financial goals and objectives
Who are we?
Eugene Ivanov CFP, CLU, EPC, DFA, CDFA, CFSB
Certified Financial Planner ( CFP )
Chartered Life Underwriter ( CLU )
Elder Planning Counselor (EPC )
Certified Divorce Financial Analyst (CDFA )
Distinguished Financial Advisor ( DFA )
Chartered Financial Services Broker ( CFSB )
Member in good standing of Advocis
Financial Planners Standards Council (FPSC)
Member of Canadian Association Of Pre-Retirement Planners
Branch Manager registered through Ontario Securities Commission
Member of Independent Financial Brokers of Canada
Investment Representative our dealer is “QUADRUS INVESTMENT SERVICES”
Mutual Fund and Labour Sponsored Fund licensed
Life Insurance (including Accident and Sickness Insurance) licensed
Rene Boudreault CFP ,RHU, MFA, EPC
Certified Financial Planner ( CFP )
Elder Planning Counselor (EPC)
Registered Health Underwriter (RHU)
Master Financial Advisor (MFA)
Investment Representative our dealer is “QUADRUS INVESTMENT SERVICES”
Mutual Fund and Labour Sponsored Fund licensed
Life Insurance (including Accident and Sickness Insurance) licensed
Financial Planners Standards Council (FPSC)
Jeff St Cyr EBS, GBA, REBC
Employee Benefits Specialist
B.Sc.Adm.
Member in good standing of Advocis
Investment Representative our dealer is “QUADRUS INVESTMENT SERVICES”
Mutual Fund licensed
Life Insurance (including Accident and Sickness Insurance) licensed
Leo St Cyr
Investment Representative our dealer is “QUADRUS INVESTMENT SERVICES”
Mutual Fund licensed
Life Insurance (including Accident and Sickness Insurance) licensed
Member in good standing of Advocis
Specializing in Estate planning and conservation
Linda St Cyr
Group Benefit Manager
Code of Ethics
The management and staff of St Cyr and Associates Insurance and Financial Services have
committed themselves to conduct their business in accordance with the following principles:
- To engage in keen, fair competition so the public can obtain the products and services it needs at
a reasonable price.
- To promote and advertise our products and services clearly and straightforwardly, and to avoid
practices that might mislead or deceive.
- To ensure that product illustrations used, illustrating prices, values and benefits are clear and \
fair, and contain the appropriate disclosures of any amounts that are not guaranteed.
- To explain products we sell in clear, direct language without unreasonable complexity.
- To operate our business using procedures that are sound and fair.
- To assist our clients in getting their valid claims handled fairly and promptly without
unreasonable delay.
- To ensure competent and courteous sales and service.
- To respect the privacy of individuals by using personal information only for the purpose
authorized and not revealing this information to any unauthorized person.
"Insurance products, including segregated fund policies are offered through St. Cyr and Associates, and Eugene Ivanov,
Rene Boudreault, Jeff St. Cyr, Leo St. Cyr, investment representatives, offer mutual funds through Quadrus Investment Services Ltd".
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