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

Wealth Advisor
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English, French

An Wealth Advisor, Marco has been working in the securities for more than 20 years. Through his extensive experience, he has acquired solid expertise to be able to take care of his all clients’ financial and taxation needs.

A great outdoor enthusiast, Marco spends his free time hiking in the mountains, skiing, snowshoeing and biking with his wife. Health and well-being are very important values for Marco and his family, including their 4 grown children.

Biography:

BBA Finance.

More than 20 years' experience.

What sets him apart:

  • Creation of customized portfolios for his clients based on their risk tolerance and investment experience.
  • A comprehensive financial plan to achieve financial independence.
  • Flexible and simple wealth management tools.

Julie Lestage

Senior Wealth Associate
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English, French

   

  

Having worked in the securities industry since 1997, Julie has acquired a solid knowledge of financial markets. She has experience handling questions at all stages of the administrative process, she plays a crucial role in the client experience. She takes care of processing applications and documentation. She also answers questions and liaises between clients and advisors.

Outside of work, Julie is passionate about outdoor activities, horseback riding and dog sports.

Contact us

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