Sébastien Harvey

Wealth Advisor and Assistant Portfolio Manager


With nearly 20 years in finance, Sébastien advises professionals, entrepreneurs, and affluent families. As Lead Portfolio Manager and Financial Planner, 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.