For more than ten years, Julien has dedicated himself exclusively to supporting high-net-worth families in preserving, growing, and passing on their wealth. His mission is to offer a clear, tailor-made, and multi-generational strategy that goes well beyond simple financial returns.
Leading a team of experts, Julien combines rigor, integrity, and innovation to meet the complex needs of his clients. His in-depth knowledge allows him to work closely with tax experts, lawyers, notaries, and accountants to orchestrate turnkey solutions that evolve according to the needs and objectives of each family.
Guided by a constant quest for excellence and efficiency, Julien pays meticulous attention to detail and listens authentically to every family member he advises. Based in Montreal, he is passionate about golf, video games, and new technologies. A father of two young children, he understands how precious time is – which is why he aspires to save his client’s time.