Etienne Roy in

Etienne Roy

Critic · DISC type C
Planificateur financier at IG Gestion de patrimoine
📍 Québec, Quebec, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Planificateur financier
Location
Québec, Quebec, Canada
Personality Overview

How Etienne shows up

ROI Driven
Precise
Negotiator

They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Etienne cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2023
Planificateur financier
IG Gestion de patrimoine
4-2018 - 10-2023
Pl. fin. et rep. épargne coll., Service pers. et Gestion privée, Service d'Investissement FÉRIQUE
FÉRIQUE
2-2015 - 4-2018
Planificateur financier
Sun Life Financial
9-2012 - 1-2015
Premier directeur de compte
RBC
5-2008 - 9-2012
conseiller en sécurité financière
SunLife
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2013
Planificateur financier
Institut de planification financière
9-2004 - 4-2008
Baccalauréat
Université Laval
9-2004 - 4-2008
Baccalauréat
Université Laval
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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