Sébastien Harvey

Wealth Advisor and Assistant Portfolio Manager


With nearly 20 years in finance, Sébastien advises professionals, entrepreneurs, and affluent families. He has overseen a model portfolio since 2020, applying a quantitative approach inspired by Momentum philosophy.

He holds a master’s degree in management (HEC Montréal) and a bachelor’s in political science (Université Laval), along with CIM® and Pl. Fin. designations and Associate Portfolio Manager registration. His strategic vision combines risk-adjusted performance, tax efficiency, and estate planning. A father of two teenagers, he enjoys family time, travel, and yoga.