Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

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.

Our team of experts

Investment Advisor and Portfolio Manager
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English, French

Philippe is in charge of the management part of the Cordeau Lemay group. He is the architect behind the allocation of the different portfolios and responsible for investments and market monitoring. He selects stocks and manages client portfolios. Philippe holds a bachelor's degree in finance from the University of Sherbrooke with a session in Reutlingen, Germany. He also holds a Masters in Administration from ESSCA in Angers, France and Budapest, Hungary. He has a CFA® and “Fellow” designation from the FCSI.

Investment Advisor
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French

Isabelle is in charge of the planning portion of the Cordeau Lemay group. She supports her clients by building a personalized plan for each to allow them to achieve their goals over a longer or shorter period and periodically reviews each of them to see if changes are necessary.

Isabelle has worked in finance for over 20 years and for 14 years as a financial planner.

On the academic side, Isabelle holds a certificate in financial planning from the University of Montreal. She holds the title of financial planner, investment advisor and financial security advisor.

Andréanne Caplette

Investment assistant
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French

Having worked for 12 years as a human resources advisor, a career change was in order. She now has the chance to develop a different expertise in the financial field. Andréanne is the first point of contact with customers. A warm welcome, an understanding of the clientele and the personalization of the services offered are important to her. On the academic side, Andréanne holds a bachelor's degree in industrial relations from Laval University.

Doriane Villeneuve

Assistant
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French

Employed at the National Bank since her studies, Doriane began her career as a customer service representative. She then worked as an operations officer as well as an assistant. His experience in various positions in the bank has allowed him to acquire diverse knowledge and develop a personalized customer approach.

Originally from Saguenay Lac-Saint-Jean, she was offered the opportunity to settle in Ottawa to begin her career with the Cordeau Lemay team. Doriane holds a bachelor's degree in finance from the University of Quebec at Chicoutimi.

Contact us

Get contact information for our team members and find out where our offices are.