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

Portfolio Manager and Vice-President

Investment Advisor, Portfolio Manager

Investment Assistant

Picto langues parlées

English, French

Inuk’s role within the team is to continually raise the customer service bar and provide administrative support. He’s your first point of contact whenever you need to reach us for everything but your portfolio investment strategy.

He can help you navigate your account on our website, or assist you with any queries pertaining to your account statements. He also takes part in preparing proposals and portfolio revisions, and updating retirement plans. In addition, Inuk is in charge of organizing seminars and other events and activities we deem will benefit our customers.

Inuk has been in the financial industry for more than ten years with two major firms. His experience includes trading, investment products, client service and administrative support. He is hence a resource for all your needs in these areas and much more. He is able to offer an entirely bilingual service both verbal and written having worked in translation. He can also provide you with a personalized service having been responsible for the specific needs of sophisticated clients.

In his spare time, he is an avid fan of reading and maple syrup production at his family's maple shack.

Licensed Investment Assitant

Picto langues parlées

English, French

Marc-Antoine puts forward his knowledge of investment products to support the team in the realization of your personal goals.

His passion for the financial industry and investments has led him to attend John Molson School of Business. After four years, he graduated with distinction with a bachelor’s degree in Commerce, specializing in finance. Furthermore, he spent three years as a financial advisor’s assistant which allowed him to apply different financial concepts that he had learned throughout his academic pathway. 

He strongly believes that in order to serve you to the best of his capabilities, it is important to continuously improve his financial knowledge through professional certification programs and courses. Therefore, he has also completed the “Registered Investment Representative Licence” and is currently working towards obtaining the “Certified Investment Manager” designation (CIM).

His peers recognize him as a diligent professional with great analytical capabilities.

“It will be a pleasure to get to know you and work by your side over the next years. I will do everything in my power to help the team in providing you with the high-quality services that you deserve.”

Senior Analyst, Wealth Management

Picto langues parlées

English, French

Guillaume has been working in the financial services industry for almost five years. His passion for personal finance and various financial products led him to study finance at the University of Quebec in Montreal (UQAM). He subsequently worked as an Advisor and later as a Manager, Personal Financial Services.

During this professional journey, he has improved his knowledge in order to be better equipped to serve clients by completing certain courses given by the Canadian Security Institute (CSI). He is currently studying the Financial Planner certification from the Institut Québécois de Planification Financière (IQPF), as well as the certification offered by the CSI which will lead him to obtain the title of Chartered Investment Manager (CIM).

« There is no greater joy for me than ensuring that I give you the best possible service. Clients like me due to my professionalism, proactive work ethic, as well as the quality of my advice. I am looking forward to getting to know you and help you achieve your personal goals. »

Associates and partners

Senior Advisor, Estate Planning

Picto langues parlées

English, French

Lysane has been a member of the Quebec Bar since 1998. She obtained her Bachelor of Law degree from the Université de Montréal and a Master's degree in taxation in 2004.

Lysane has extensive experience in will and estate planning as well as tax law. She worked at major law and accounting firms for several years.

She helps our team offer committed and high-quality advisory services. Empathetic and open, she puts her expertise to work for our clients and listens attentively to their wishes to draw up an estate plan that achieves their goals

Financial security advisor

Picto langues parlées

English, French

Éric has joined the team to help you with all your insurance needs. A member of the National Bank Insurance Firm since 1999, he is our personal insurance expert (Personal and Commercial), and he will guide you through every step of your insurance planning - from the initial assessment of your situation to selecting the best products and services for you. Always focused on assisting you with your decisions to ensure you achieve financial security and greater prosperity, Éric will meet with you whenever and wherever is most convenient for you.

Contact us

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