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

Wealth Advisor & Portfolio Manager

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Discipline & Key Proficiencies

  • Fully Discretionary Portfolio Management.
  • Custom Value Investing Strategies for Income and Growth.
  • Global Multi-Asset Diversification and Risk Management.
  • Opportunistic Contrarian Trading with Extreme Market Volatility.
  • Behavioral Investing and Investor Psychology to improve performance.
  • Forensic Accounting and Statistical Analysis for investments.
  • Managing Your Retirement Income and Cash Flow.
  • Intergenerational wealth transfer, Family tax & estate planning.

30 years of excellence in finance

  • National Bank Financial Wealth Management – Portfolio Manager (PM).
  • Levesque Securities – Senior Investment Advisor (IA),
  • Levesque, Beaubien, Geoffrion – Investment Advisor (IA), Investment Associate

Barbara Thorson

Senior Wealth Associate

Contact us

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