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 management advisor and Portfolio manager
Wealth management advisor and Portfolio manager
Investment advisor and Portfolio manager
Picto langues parlées

Français, Anglais

 

Investment advisor
Investment Advisor and Portfolio Manager
Associate Investment advisor
Associate Investment Advisor
Picto langues parlées

Français, Anglais

Linda Côté

Senior Investment Assistant
Picto langues parlées

Français, Anglais

Marc Leclerc

Investment Assistant
Picto langues parlées

Français, Anglais

Jonathan McGale

Investment Assistant

Nancy Duhamel

Assistant
Picto langues parlées

Français, Anglais

Julie Quintal

Assistant
Picto langues parlées

Français, Anglais

Contact us

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