Meet our team

With more than 10 years of experience in wealth management, Louis-Philippe Dufort helps entrepreneurs, professionals, and families grow, protect, and transfer their wealth. His approach integrates portfolio management, financial planning, tax optimization, and retirement income strategies.

Before focusing on wealth management, Louis-Philippe worked in commercial banking, supporting businesses with their financing needs. This experience gave him a strong understanding of the challenges entrepreneurs face, particularly in relation to growth, succession planning, and value creation.

Passionate about financial markets for more than 25 years, he has developed extensive expertise in market analysis and portfolio management. He takes a disciplined and personalized approach, guided by a long-term vision and tailored to each client’s objectives.

His expertise also extends to retirement planning, real estate, family wealth management, and business succession and transfer strategies.

A graduate of HEC Montréal with a bachelor's degree in market finance, Louis-Philippe holds the Financial Planner (Pl. Fin.) designation from the IQPF, the Chartered Investment Manager (CIM®) designation, and a licence in life and health insurance.

Julien Richard began his career in finance in 2008, at the height of the global financial crisis, working in credit risk management for corporations and financial institutions. He later moved into corporate finance, where he advised companies on expansion projects across Canada and internationally.

This experience enabled him to develop strong expertise in risk analysis and business valuation, as well as a deep understanding of the drivers of growth and value creation.

Today, Julien focuses on active portfolio management and identifying investment opportunities for his clients. He takes a disciplined approach based on in-depth business analysis, seeking to identify companies with the strongest long-term value creation potential.

Recognized for his commitment to financial education, Julien helps clients better understand their investment decisions and achieve their financial goals.

Julien holds the Chartered Financial Analyst (CFA) designation and is licensed to implement and trade options strategies.

Jean Saucier has been a portfolio manager for more than 30 years. Over the course of his career, he has developed expertise in the natural resources sector as well as small- and mid-cap companies. His extensive experience has also made him a recognized authority in specialized investments, including preferred shares, convertible debentures, private placements, and new issues.

Jean devotes a significant portion of his time to analyzing companies, equity markets, and major economic trends, enabling him to identify investment opportunities early and leverage them for client portfolios.

In addition to being an accomplished athlete, Jean has a passion for the arts. He has served on the boards of the Canada Council for the Arts, the Montréal Museum of Contemporary Art, and the International Festival of Films on Art (FIFA). He also chaired the Foundation of the Montréal Museum of Contemporary Art for several years.

Jean holds a degree in Finance from Queen’s University in Kingston, as well as a Master’s degree in International Relations from Université Laval.