We collaborate with experts including lawyers, notaries, accountants, tax advisors, and other specialized partners. This synergy of expertise guarantees comprehensive and personalized support covering every aspect of your wealth management strategy.
Wealth Advisor & Portfolio Manager
A Fellow of the Canadian Securities Institute (FICVM), a Chartered Investment Manager (CIM) and a Specialized Derivatives Manager (GSPD), Jean-Sébastien has over 30 years of experience in finance and asset management. With a master's degree in economics and a license in options and futures trading, he demonstrates an in-depth understanding of options, futures, financial risk management and technical analysis. Leveraging his proven expertise and varied experience, he helps you face the rainy days of economic cycles and plan your future with serenity. A golfer and cross-country skier, Jean-Sebastien also enjoys motorcycle rides.
Wealth Advisor & Portfolio Manager
Holder of a Bachelor of Business Administration (BBA) in Finance from HEC Montréal and an options trading license, Harry is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI) who develops, analyzes, and implements various strategies to grow your wealth and increase your assets. Having accumulated experience in major Canadian banks and financial institutions since 2005, he joined the team in 2020 and has since been putting his acute competence, genuine care and generous availability at the service of his clientele. His experience in commercial credit and his entrepreneurial background allow him to support clients with both their business transactions and their credit needs. A fan of soccer and Formula 1, Harry also loves to travel.
Wealth Advisor
Following her nearly 25-year career as a notary, Elizabeth is now an outstanding wealth management advisor, financial planner and tax specialist with legal knowledge that allows her to keep an informed eye on your financial, legal and estate situation. Leveraging her excellent customer service, her cross-disciplinary background and her exceptional capacity for popularization, she supports clients in developing sustainable strategies to achieve their financial, legal and tax objectives throughout all the seasons of their lives. Having taught law and finance at HEC Montréal, the Université de Montéeal and the Université de Sherbrooke for several years, Elizabeth enjoys downhill skiing, walks in the woods, traveling and camping.
Holder of certificates in administration awarded by HEC Montréal and an investment associate since 2001, Maryse stands out for her constant commitment to offering a client experience that is rigorous, human and proactive. She does everything she can to meet customer needs in a clear and efficient manner. Outside of work, Maryse is passionate about cycling and Pilates. She also loves cooking, passion which she shares by bringing her loved ones together around the table.
A financial services professional with more than 20 years of experience under her belt, Nicole stands out for her expertise in customer service and her rigorous support in wealth management. Recognized for her proactivity and strategic vision, her caring and always human approach, her attention to detail and her diligent monitoring, she cultivates lasting relationships based on open communication and trust. Her unwavering commitment is to simplify your financial journey and provide you with a value-added experience. Nicole enjoys walks, interior decorating, and discovering new cafes and restaurants.
With nearly ten years of experience as a banking and customer service advisor, and formerly an entrepreneur specializing in import and export, Sarah mobilizes her transversal skills to deliver a solutions-focused customer experience. Her great adaptability and her constant commitment to human contact translate into a focused attention to the quality of service and to customer satisfaction. Sarah also stands out for her curiosity and creativity, which she cultivates through her passions for travel and cooking—interests which broaden her perspective and nourish her keen sense of the needs of others.