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

Wealth Advisor
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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.

Wealth 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, wealth advisor and financial security advisor.

Anick Bernier

Manager, Wealth Management Offering
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English, French

My career in the securities industry began in 1997. That's when I became interested in the field of finance.  I have  taken several courses at the ICVM (Canadian Securities Institute). I am currently taking the IQPF course in order to obtain the title of Financial Planner as well as the necessary knowledge to better meet your needs.

Within our team, I will support Isabelle Lemay, Financial Planner, in customizing your plans that will allow you to achieve your personal and financial goals. I make it my obligation to provide our customers with a personalized and attentive service.

I am a passionate person, who is interested in everything. I am positive by nature and devoted to everyone around me, and especially to my children.

Andréanne Caplette

Wealth Associate
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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.

Contact us

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