Meet our team

Professionals who listen to your needs

Our team of experts

Senior Wealth Advisor and portfolio manager

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English, French

Mr. Marc Dalpé was born in Montreal in 1959.  He has two children. Mr. Dalpé joined Lévesque Beaubien Geoffrion... Read More.

Wealth Advisor and portfolio manager

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English, French

Jean-Philippe Phaneuf has been working in the financial sector since 2010. Jean-Philippe began his career at... Read More.

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English, French

Jean-Mikael has a multidisciplinary academic background, having studied in international studies... Read More.

Anna Gastaldi

Wealth associate

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English, French

Anna Gastaldi has a Bachelor degree in Economics and Commerce, and has been working in the securities... Read More.

Christina Giusti

Wealth associate

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English, French

Christina Giusti has worked in the securities industry since 1998.

Her experience as assistant... Read More.

Francesca Pannunzio

Wealth associate

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English, French

Francesca Pannunzio holds a Bachelor degree in Business Administration from HEC Montreal, with a specialization... Read More.

Emilie Giusti

Associate

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English, French

Emilie Giusti works in the administration field since 2004. 

Her years of experience as an... Read More.

Alexandre Dalpé

Associate

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English, French

Alexandre Dalpé graduated in 2016 from HEC Montreal with a bachelor's degree in Business Administration with a... Read More.

Cassandra Toda

Associate

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English, French

Cassandra Toda graduated from Université de Montréal in Psychology 2015. She joined the McGill University Health.. Read More.

Chloé Moreau

Wealth associate

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English, French

Chloe Moreau holds a master's degree in wealth management and a graduate degree in financial ... Read More.

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