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

Investment Advisor, First Vice-President
Investment Advisor, Vice-President
Picto langues parlées

Français, Anglais

Pierre Fortin

Senior Investment Assistant

Julie-Ann Hamelin

Investment Assistant

Daniel Vincent

Investment Assistant
Picto langues parlées

Français, Anglais

Our collaborators and partners

Stéphanie Bédard

Senior Personal Banker

Daniel Frenza

Financial security advisor

Contact us

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