
Michel is involved in client management, portfolio analysis and management processes, and develops personalized wealth management strategies for his clients. With over 18 years of experience in the industry, he has held the CPA title since 2008 and the CFA title since 2017.
He is also involved in the community, notably as a member of the board of directors of the Charles-Lemoyne Hospital Foundation. He is also a member of the finance committee and a key player in fundraising for the Serge Lemieux Golf Classic and the Philanthropists' Wine Cellar for the same foundation. He also participates in the organizing committee of the Golf Tournament for the Laurent Duvernay-Tardif Foundation.
Before joining, Michel worked at Jarislowsky Fraser advising wealthy individuals and families on their wealth in Quebec. Previously, he helped build portfolios for various types of clients at the National Bank of Canada from 2009 to 2018. He also worked at renowned accounting firms such as Ernst & Young and Raymond Chabot Grant Thornton.