Serge Lessard, Lawyer, Fin. Pl., FLMI | Assistant Vice-President (Wealth) Regional Tax, Retirement & Estate Planning Services, Manulife Serge Lessard is Assistant Vice-President (Wealth) Regional Tax, Retirement & Estate Planning Services, with Manulife. He is a tax lawyer, a financial planner and holds the LOMA FLMI designation. He has over 27 years of experience in the financial services industry as a sales representative, product manager, trainer, insurance and investments product designer, advanced concepts developer, sales supporter, lawyer and tax expert. At Manulife, Serge provides tax and legal support to advisors and training to the field. Serge is an experienced speaker having held meetings with 1000 accountants and involved with more than 3,000 presentations. In 2014, Serge was named one of the 25 most exceptional financial planners of the last 25 years in a contest organized by the IQPF and voted in by the organization’s members.