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

Photo of Serge Paiement, Senior Wealth Advisor & Portfolio Manager, member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

Picto langues parlées

English, French

Photo of Andrée-Anne Paiement, Wealth Advisor, member of the team of experts.
Picto langues parlées

English, French, Spanish

Photo of Paul-Michael De Petrillo, Wealth Advisor, member of the team of experts.
Picto langues parlées

English, French

Photo of Marc-Antoine Brunelle, Investment Analyst

Marc-Antoine Brunelle

Investment Analyst

Picto langues parlées

English, French

Photo of Gina Tardif, Senior Wealth Associate, member of the team of experts.

Gina Tardif

Senior Wealth Associate

Picto langues parlées

English, French

Photo of Véronique Belval, Associate, member of the team of experts.

Véronique Belval

Associate

Picto langues parlées

English, French, Spanish

Contact us

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