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

Investment Advisor & Senior Vice-President

Mélanie Bourassa

Director of Operations

Simon Léveillé

Analyst
Picto langues parlées

Français, Anglais

Karine Vézina

Assistant, Banking Coordinator

Natalie Sauvé

Investment Assistant

Salomé Boisclair-Blanchette

Investment Assistant

Roberto Rodi

Analyst

Stéphanie Rheault

Investment Assistant

Contact us

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