Meet our team

Born and raised in Switzerland, Esther studied in her country of origin until she obtained her bachelor's degree in administration. Afterwards, her interest for Canada's open mindedness brought her to Vancouver in 1979 where she began her career in property management and in small businesses recovery.

As she was looking to move forward as an entrepreneur woman, she became implicated in the Securities industry in 1984 following her arrival in Québec. Her background and multilinguistic abilities served to lower restrictions pertaining to international borders and allowed her to integrate her comprehension of international markets into her management vision for the benefit of her clients.

True to her motto ''always learn to better serve'' she is a financial planner since 1998. 

To keep up to date with the industry's constant changes, her priority remains the unending development of her expertise. In early 2014, she obtained the tittle of wealth manager.

Proud of her loyal clientele, Esther is always available to better serve it.

Mathieu is very active in his community. A graduate from multiple Universities in Québec, he is also implicated in education, entrepreneurship and in health departments. His desire to remain informed, his empathy and his altruism allow him to help the progress of those he meets.

From a young age, thanks to family influence, he has developed a passion for wealth management. To transform this passion into a career, he studied in finances at UQAM and at Laval University. Furthermore, during his experience with the ''Industrielle Alliance'' he developed an expertise in personal insurances and preserved his title as Financial Security Advisor, now via NBFFS*. Presently, Mathieu is completing his MBA with enterprise transferring as main subject.

With a new look and an honest approach, Mathieu is animated by a great desire to serve and help his clients' wealth progress.

As the holder of a bilingual International Baccalaureate in History, a Bachelor's degree in Public Relations, and the Chartered Investment Manager designation from the Canadian Securities Institute, Vincent Grenier Cliche comes from an entrepreneurial background.

Deeply involved in the community, Vincent has served on the boards of Tennis Québec, the Québec Philanthrope Foundation, and the Musée de la Civilisation Foundation. He actively supports numerous local initiatives related to education and underprivileged communities.

Vincent is also a member of the Association de planification fiscale et financière (APFF), where he is involved as a member of various committees, speaker, and author of reference articles for the tax community. His expertise in the tax aspects of investments and alternative investments has led to invitations as a guest author and speaker for Finance et Investissement, to which he contributes occasionally.

Mathilde began her career at National Bank Financial in spring 2013 as a Wealth Associate. Driven by a desire to take on new challenges, she became a Wealth Advisor in 2017. Mathilde became a Financial Security Advisor (SFFBN) in 2016 and completed the Financial Planning program at the Institut québécois de planification financière (IQPF). In 2020, she became a Portfolio Manager.

Her passion for innovation, integrity, and intellectual curiosity are part of her daily approach, constantly pushing her to excel. She holds a Bachelor's degree in Business Administration earned in both Québec and France, as well as the required certifications from the Canadian Securities Institute. 

Her background in financial services, client relations, and case resolution has laid a strong foundation for her career and continues to support her professional journey. Attentive, rigorous, and energetic, Mathilde is a reliable professional who is well-equipped to meet the evolving needs of our clients.