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
Pierre Fortin
Senior Wealth Associate
Olivier Castonguay
Senior Wealth management analyst
Our partners
Catherine Fiset
Senior Personal Banker⁴
National Bank of Canada
Daniel Frenza
Financial security advisor
National Bank Insurance Firm
