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!