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Our team of specialists is here to meet your needs.

Phone : 1 855-362-2552

 

2020 Blvd. Robert-Bourassa, Bureau 2100, Montreal Quebec H3A 2A5

Business hours

Our team of experts

Senior Wealth Advisor & Portfolio Manager

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French, English

Founder of the Claveau Group and with over 25 years of experience in finance, Johanne oversees all advisory services offered to investors. From the very first meetings through the development of a portfolio management strategy, she is passionately involved in every client relationship.

Over the years, she has built an elite team and a network of partner specialists who share her vision, values, and drive. This collaborative approach enables the Claveau Group to support its clients across the various aspects of wealth management and to position itself as a one-stop shop for all financial matters.

A woman of strength and heart, Johanne is deeply committed to her community. In addition to providing financial support to several causes close to her heart, she actively champions the growth of a professional women’s hockey team, the Victoire de Montréal.

Wealth Advisor & Portfolio Manager

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French, English

Holder of a Bachelor’s degree in Finance from Concordia University, Allan is a Chartered Financial Analyst (CFA), one of the most highly recognized financial designations worldwide. He has worked for over fifteen years with leading brokerage firms in Canada, including more than ten years with the Claveau Group. His in-depth knowledge of financial markets and mechanisms makes him a highly valuable asset to the team and to investors.

On a day-to-day basis, Allan co-develops investment strategies for clients alongside Johanne Claveau, ensures their implementation, and leads portfolio rebalancing initiatives. Trilingual and an avid soccer fan, he knows that on the field as in wealth management, a disciplined approach and an objective analysis of all factors are key to getting closer to the goal and scoring points.

Irène Patin

Associate

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French, English, Greek

Irène holds a degree in Languages and Literature from Université Sorbonne Nouvelle in Paris, as well as a degree in International Business from Inseec (also in Paris). She worked for more than ten years in sales and trading in France, Australia, and Canada before joining the Claveau Group.

Fully trilingual, she is responsible for client service and the administrative management of the office, notably assisting portfolio managers in preparing client meetings and following up on transactions. A basketball player, she values teamwork, efficiency, and precision, both at work and in sports, qualities that contribute to a seamless client experience.

Madeleine Dion

Associate

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French, English

An entrepreneur at heart, Madeleine founded and ran a company specializing in marketing and communications for nearly thirty years. This experience allowed her to develop strong expertise in client service, project management, and process optimization, while fostering a creative and strategic approach to implementing tailored solutions.

In addition to overseeing office administration and file management, Madeleine is responsible for communications and the organization of client events for the Claveau Group—a role in which her passion, enthusiasm, and perseverance are key assets.