Mélissa Matteau Casabon

Wealth Advisor & Portfolio Manager


After graduating from the Université du Québec à Trois-Rivières with a Bachelor's degree in Business Administration in 2008, Melissa Matteau Casabon began her training at the Canadian Securities Institute in order to obtain her position as a Wealth Associate. Subsequently, in order to add value to our services, she obtained her designation as a financial planner in Quebec.

 

Since June 2016, Melissa has been a member of the Board of Directors of the Quebec Institute of Financial Planners to represent the profession in Quebec.

OUR MISSION: TO OFFER A HERITAGE MANAGEMENT SERVICE AND ADVICE IN ORDER TO ALLOW OUR CUSTOMERS TO ACHIEVE THEIR FINANCIAL OBJECTIVE!