Meet our team

With over 25 years of experience in the securities industry, Annie brings extensive expertise in financial and estate planning, developed while working with high-net-worth clients at a leading Canadian financial institution.

She is recognized for her meticulous approach, attentive listening skills, and strong professional ethics. Her personalized, family-focused approach allows her to build lasting relationships based on trust and deliver an exceptional client experience.

As an Associate Investment Advisor, Annie plays a key role in designing and implementing tailored strategies. She works closely with our clients and their professional advisors to provide truly customized financial guidance.

Outside of work, Annie enjoys yoga and downhill skiing. A passionate traveler and food enthusiast, she values maintaining a healthy balance between her professional and personal life.

Charles holds a Bachelor's degree in Business Administration from the Université du Québec à Montréal, and previously worked as a Banking Advisor, where he provided financial solutions tailored to the needs of his clients. His personalized approach enables him to build trusting relationships and effectively meet our clients’ needs.

In his free time, Charles enjoys outdoor activities and is particularly passionate about team sports. His social involvement in various community organizations demonstrates his desire to help others. 

Holly has over 30 years of industry experience gained across the country at some of Canada's largest brokerage firms in a variety of roles, such as Administration, Personnel Management and Portfolio Management support. In addition to being passionate about investing, she loves interacting with clients and understands very well the emotional and rational challenges.

Her main role is to support the team with investment research and analysis, rebalancing discretionary portfolios, GIC renewals and day-to-day trade execution. Raised in Ottawa, Holly speaks fluent French and English and has all required qualifications.

Vanessa has worked in the financial services industry since 2009. During her career, she has grown her knowledge of wealth management while also honing her administrative, training, and customer service skills.

She deploys her knowledge of computer technology and operations management to optimize our work processes and enhance client experience.

Vanessa holds a Bachelor’s degree in Commerce and Administration from Laurentian University.

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.

Cynthia worked for a bank in France for 12 years, where she held various positions. She started as a banking advisor and was promoted throughout the years to branch manager.

In September 2017, she decided to settle here in Quebec to take on new professional and personal challenges.

After working as an assistant for the National Bank Insurance Firm where she completed the Canadian Investment Funds Course (CIFC), she made the transition to National Bank Financial

.Cynthia is known for her dynamism, availability and positive energy.