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

Wealth Advisor

Pierre Fortin

Senior Wealth Associate

Julie-Ann Hamelin

Wealth Associate

Our partners

Stéphanie Bédard

Senior Personal Banker

Picto langues parlées

English, French

Daniel Frenza

Financial security advisor

Contact us

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