Philippe is in charge of the management part of the Cordeau Lemay group. He is the architect behind the allocation of the different portfolios and responsible for investments and market monitoring. He selects stocks and manages client portfolios. Philippe holds a bachelor's degree in finance from the University of Sherbrooke with a session in Reutlingen, Germany. He also holds a Masters in Administration from ESSCA in Angers, France and Budapest, Hungary. He has a CFA® and “Fellow” designation from the FCSI.
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
Wealth Advisor
English, French
Isabelle is in charge of the planning portion of the Cordeau Lemay
group. She supports her clients by building a personalized plan for
each to allow them to achieve their goals over a longer or shorter
period and periodically reviews each of them to see if changes are
necessary.
Isabelle has worked in finance for over 20
years and for 14 years as a financial planner.
On the
academic side, Isabelle holds a certificate in financial planning from
the University of Montreal. She holds the title of financial planner,
wealth advisor and financial security advisor.
Anick Bernier, F. Pl.
Manager, Wealth Management Offering
English, French
My career in the securities industry started in 1997. That's when I started to get interested in the field of finance. I took several courses at the Canadian Securities Institute (CSTI). I obtained my Financial Planner designation in February 2022. I have the necessary knowledge to meet all your needs.
As part of our team, I will assist Isabelle Lemay, Financial
Planner, in customizing your plans to achieve your personal and
financial goals. I am committed to providing our clients with
personalized and attentive service.
I am a passionate person who is interested in everything. I am
positive and dedicated to everyone around me, especially my
children.
Andréanne Caplette
Wealth Associate
English, French
An opportunity to develop expertise in the financial field presented itself to Andréanne after 12 years as a human resources advisor.
Andréanne takes care of the implementation of the strategies put in place by the advisors. The personalization of the services offered and a knowledge of the clientele are his priorities.
On the academic side, she holds a bachelor's degree in industrial relations from Université Laval and completed the Course on Securities Trading in Canada.
Sonia Cardin
Wealth Associate
English, French
After 12 years in the banking industry and 5 years in accounting, Sonia has returned to the financial industry by joining the Cordeau Lemay team as an assistant.
Thanks to her diversified expertise and the importance she places on customer service, she is able to meet all your administrative needs in conjunction with Andréanne.
On the academic side, Sonia holds various diplomas, including a Master's degree in business administration with a finance option from HEC.
