Meet our team

Philippe, a native of St-Césaire, founded the team 25 years ago with the goal of improving the service offering available at that time. He has two sons who have followed in his footsteps and he’s extremely proud of them both. In addition to finance, he’s passionate about tennis and water sports.  Philippe is known for a strong work ethic and being trustworthy and committed to his clients.

Fabrice caught the investment bug in his teens and has always been interested in finance. His clients value his ability to simplify complex concepts. He isn’t afraid to take a position and provide frank and concise advice to improve his clients' financial situation. He is always looking for ways to do things better and likes to be on top of new innovations and technologies.

With more than 25 years of experience in the industry, Marie-Claude has sound expertise in wealth management which allows her to guide her clients toward achieving their life goals. She provides quality advice and top-rate support in the 360° management of her clients’ financial health. She is known for her passion, devotion, and her professionalism in meeting the highest standards of ethics, integrity, and transparency. She likes spending her free time with family and friends enjoying good food and good wine. For Marie-Claude, there’s nothing like a nice walk to clear her mind! Since 2008, she has been involved on the Board of Directors of the Carrefour pour Elle Foundation. The foundation was created in 1986. Its mandate is to provide financial support to help maintain and develop the services offered by the Carrefour pour Elle shelter. The first of its kind in Quebec, the shelter for women and children who are victims of domestic violence opened in 1975. Today, it remains essential to offer these women a place where they feel safe and secure.

Xavier started his financial career in 2010. He is known for being energetic, passionate, and highly professional, which makes him a partner of choice for your wealth management needs. A continuous-learning enthusiast, he is always on top of the latest market trends and concepts. In his free time, he enjoys spending quality time with family, his dog, and friends. He’s an ardent runner who loves the great outdoors, and he recently became a new father to a beautiful baby girl.

Chantal has been working in the financial services industry since 1992. She’s a mother to Joanie and Samuel and a grandmother to Zack. Her listening skills are top notch. She loves family values, in-depth conversations, and sharing a good meal with her family. On her days off, Chantal can be found golfing with her husband and friends.

A native of Saint-Paul D’Abbotsford, Gabriel was born to a family in the business of growing and packaging apples. He was very young when he discovered a passion for mathematics, finance, business, accounting, tax law, and the world of investing. Gabriel is energetic, dynamic, and a sportsman, and he values harmony, humour, respect, listening, and communication.

While he was growing up, William’s family always exposed him to finance and wealth management. He never had any doubt that he’d be a successful partner to many clients. His studies abroad and specialization in the field have made him a standout advisor who’s equipped to help you with your financial decisions. For William, listening, communication, and trust are the keys to a long-lasting business relationship. As a young father himself, he understands your concerns. Managing professional and family time is extremely important. Whatever your situation, he’s able to adapt his approach to you. It is honest, transparent, and professional, and you can count on him to always be straight with you!

Johanne graduated with a diploma in Finance from the Cégep de Granby when she was 19. The year was 1979 and the Dow Jones hadn’t yet climbed past 1000. She started her career as an assistant and decided to become a licenced advisor in the hopes of one day helping people to achieve their financial goals. At 36, she became an Investment Advisor and received her Financial Planner’s licence at National Bank Financial. In June 2019, she joined the team that was recently a finalist for the best team in the country. Her greatest joy as a financial advisor is helping her clients to go to university, buy a new home, retire, or travel the world. When she isn’t working, Johanne loves spending time with her two fantastic kids and amazing grandkids.

Growing up in the world of finance, Jonathan became passionate about it at an early age. By the time he was in his teens, he already knew that he wanted to pursue a career in finance and decided to focus on portfolio management. Jonathan is admired for his analytical skills, versatility, and perseverance. 

When he’s not working, he loves playing golf, practicing water sports, travelling, and spending time with his spouse, their dog, and their friends.  

With 20 years at an accounting firm under her belt, Nathalie’s desire to go further in wealth advisory and management services for her clients lead her to the wealth management sector. Coming from a business family, Nathalie knows the importance of a client-centric approach. Listening skills, respect, and open mindedness are part of what makes her great at her job. She has combined her love of animals with a desire to do her part by becoming a MIRA foster family. Her other interests include tennis, travel, literature, and music, all of which she loves to share with her family. 

Passionate about portfolio management, technology, and sports since he was a teenager, Christopher studied at the John Molson School of Business at Concordia University, graduating from the BComm program with a major in Finance and a minor in Business Technology Management. His core values are the success of his entourage, discipline, transparency, and respect. He has gained experience in several functions concurrently, including a banking advisory role, investment fund accounting, and selecting and monitoring portfolio managers for institutional investors. He continually invests in his education to ensure that he stays up to date on the evolution of our industry and technology. Christopher's ultimate goal is to maximize our clients' risk-adjusted returns.

Marc has been working in the field since 2000. He is always focused on improving so he can better serve his clients by learning about and anticipating their needs. Being meticulous and having top-rate analytical skills, he excels in all his daily tasks. He has two athletic children, so he’s spent a lot of time travelling to basketball and badminton courts, football fields, and arenas, among other sporting venues. When he wants to reenergize, there’s nothing he loves more than taking a nice, long walk.

Brigitte got her start in the securities sector in 1987.  Her experience, professionalism, commitment, and the quality of her service make her a true asset to the team. When she’s not working, Brigitte loves spending time with her grandchildren.  She also loves golfing, skiing, and travelling.

Geneviève completed her university studies in English in 2020 at Concordia University and joined the team immediately after graduating. Being disciplined, kind, and cheerful is very important to her both professionally and in her personal life as well. Geneviève wants to offer service that’s best adapted to your needs and get to know you better over time. She’s a huge history buff, loves antiques, and travelling with only a backpack.

Josiane is new to the financial field. With more than 15 years’ experience in retail management, she works with her team to leverage her expertise and provide excellent service. A hard and determined worker, she’s acquiring the expertise she needs to serve you better. She’s also cheerful and friendly. Josiane is a mother to two boys and she’s also a grandmother. Along with music and travel, she loves spending evenings with friends.

Julie has been working in the financial field for 20 years. She puts her professionalism, her organizational skills, and her meticulous nature to good use for the team. The mother of two boys, she has spent years travelling to football fields throughout the province, cheering her sons on and being their number-one fan. Julie loves meeting new people and having dinner with friends.  

Nancy has worked in customer service for over 20 years at National Bank where she developed an expertise for effectively meeting clients’ needs. She knows which initiatives to take to simplify your transactions, from the simplest to the most complex. She listens to your requests and needs with her trademark smile. Nancy has two children and loves doing outdoor activities with family and friends.