Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
During her 20 years of professional experience in financial services, Johanne built a reputation for devising innovative strategies that helped private investors grow their assets. Today, our clients value the relationships of trust they find at Claveau Group, along with Johanne’s personal commitment to doing everything possible to achieve their goals.
Johanne has recruited a talented and dynamic team who share her entrepreneurial vision, together with a strong network of seasoned collaborators. This enables us to provide clients with premier portfolio management services within a holistic wealth management framework.
With 10 years experience in financial services at large brokerage firms, Allan is well positioned to provide Claveau Group with a thorough understanding of the investment and portfolio management sectors.
He works closely with Johanne Claveau in developing, executing and monitoring investment strategies for our clients’ portfolios. In his work, Allan follows a disciplined methodology based on objective analyses of factors that can impact our medium and long-term investments.
Liliana is a strong addition to the Claveau Group. With 26 years of experience in large securities brokerage firms, she is the first point of contact for our clients. As such, she is able to answer their queries with warm, courteous service. She also oversees the Groupe’s administrative affairs, a role she exceeds at thanks to her efficiency and attention to detail.Liliana majored in political science at Concordia University.