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

Senior Wealth Advisor & Portfolio Manager

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English, French

Marie-France Geoffroy began her career as a wealth advisor and portfolio manager at National Bank Financial in 1988. She offers a personalized service to her clients and has been managing a portfolio of stocks on a discretionary basis for over 10 years. Her excellent performance as a portfolio manager makes her a reference among her peers for her technical and fundamental analysis skills.

Over the years, Marie-France has developed a vast knowledge of derivatives, including option trading and hedging strategies. Her expertise in global asset management and retirement planning includes active trading strategies with options to increase returns while better controlling portfolio volatility, for both income and growth portfolios.

Marie-France studied at HEC Montréal, at McGill University and under the supervision of internationally renowned music professors in the United States. She has served on the board of cultural and community institutions. She is now personally involved in the CHU Sainte-Justine Foundation for the international standing of teaching in pediatric neurology. Marie-France has a son and a daughter, both at university.

Imane Jabri

Associate

Chantal Guibault

Senior Wealth Associate

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English, French

Chantal has been part of our team since 1997 and is greatly appreciated by the clients. Her principal role is to provide high quality customer service and administrative support to the team. She will always be available to answer your questions and requests.

Caroline Beaudin

Senior Analyst in Wealth Management

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English, French

A customer service professional, Caroline is good at quickly putting you at ease and understanding your needs. She takes your complete satisfaction seriously. With more than 15 years of experience in the fields of insolvency and insurance, she has developed in-depth skills in the management of personal finances. She stands out for her great sense of organization, her professionalism, and her rigor. She is your reference for everything related to customer service and she is also your contact for all requests for appointments or communications with our experts.

Martin Carrières

Wealth Associate

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English, French

Martin Carrières is a passionate professional with a background in business administration and corporate management. He obtained his license as a Investment Representative (IR) after completing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH). This training demonstrates their commitment to rigorous ethical standards and their ability to best serve their clients' interests. 
With previous experiences in telecommunications business management, Martin has gained solid expertise in problem-solving and analysis. He firmly believes that integrity, innovation, and collaboration are essential for building strong relationships with clients.

Contact us

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

 

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