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

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Speech bubble picto

English, French

Lucie Blanchette

Senior Wealth Associate

Natalie Grignon CIM®

Wealth Associate

Valéry Burelle

Wealth Associate

Melania Buczkowski, B.Comm.

Wealth Associate

Speech bubble picto

French, English, Polish

Contact us

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