Biographies
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Senior Wealth Advisor & Portfolio Manager
Passionate about sports with a degree from McGill University in communications, I was planning a career as a sports journalist until I met the field of business and finance. So, I branched off and in the spring of 1987 I experienced an eventful period having started my career at Lévesque Beaubien and met my future wife in the same week !
In short, still in the same firm and married to the mother of our children, we can say that stability and consistency are two outstanding elements in my career and my personal life.
Over the years, I obtained the title of chartered financial analyst ( CFA ) in the portfolio management department of our firm, before becoming a wealth advisor and branch manager in Laval for 5 years.
As portfolio manager, we launched our own private Portfolio in 2003 to offer our clients the benefits of discretionary management with quality securities focused on long-term capital growth.
Avid reader, constantly on the lookout for new investment opportunities and marveling at the possibilities offered by new technologies, my expertise goes well beyond investments because, as a big fan of the Apple ecosystem, I am occasionally a reference on everything related to the products and services of this company, having even attended an annual shareholders meeting in California.
When I'm not busy scouting for investment opportunities, I golf, cycle and take long walks. Father of three sons, I was also actively involved as a football coach for several years.
In order to discover new horizons as a travel and sports lover, I combine the two annually to attend football and baseball games outside the province.
Great music enthousiast, I love listening to artist of all types and also practice the drums to relax and unwind. Finally, in order to learn a third language, I regularly watch a variety of Spanish films with subtitles.
Wealth Advisor & Portfolio Manager
I completed my bachelor's degree in business administration ( B.A.A. ) at HEC Montréal in 1992.
My experience in investing and consulting now goes back over 3 decades. The clients and I have been through many successful economic cycles.
I am passionate, dedicated and curious person. This leads me to always stay well informed of developments in the world of wealth management.
My personal objectives are to advise and support in all stages of your financial life.
I am committed to providing you with quality personalized service focused on healthy management and according to your goals. I remain committed to offer you a high level or personalized service based on sound investment philosophy according to your objectives. My team and I are dedicated to offer you a complete wealth management approach.
My values are family, loyalty, respect and professionalism. I am interested in sports as well as nature, music and cinema.
Wealth Associate
With a diverse background of experience from multiple fields of interest and an entrepreneur at heart, he stands out for his proactivity and analytical mind. Dynamic, curious and attentive to people, he values interpersonal relationships.
Along with his university studies, he undertook and completed the investment funds course in order to validate his interest in the world of finance. A graduate of the Université du Québec en Outaouais (UQO), he holds a bachelor’s degree in business administration (BBA). He has also successfully completed the Canadian Securities Course and is pursuing additional designations.
He joined our team in August 2024 as an associate wealth management advisor to ensure its continuity. His mandate is to take care of the relationships with our clients to strengthen our personalized service offering and ensure professional follow-up by accompanying them towards achieving their financial goals through their life events. He will also be responsible for developing and supporting our team in all aspects of wealth management.
In his spare time, he is passionate about physical training and football.
Sylvie Bélanger
Development & Communication Associate
I began my career in 1985 with a discount brokerage firm and for 13 years I held various positions until culminating as a manager of a new branch in Laval.
Subsequently, I took a career break in order to prioritize my family life while making the time to volunteer at the schools our three sons attented. They are now adults and we are are very proud, my husband and I, who I have met 35 years ago.
In 2015, I joined the Gélinas-Bossé Team in an innovative role which includes elaborating business development strategies to optimize our brand image. Among other things, I take care of communications, customer experiences, events, internet site management and social media.
In my spare time, I practice running, golfing, cycling, yoga and I love to paddle board in calm waters. I appreciate the benefits of instrumental music and the melodies of acoustic and spanish guitars.
Very early on, I had the passion for the exploration of new horizons, the wonder of the landscapes and the discovery of new cultures. Epicurean, refined and always ready to go on an adventure, I have a weakness for cruises, picturesque villages, art and good wine.
Nesrine Boukhezar
Associate
With over 10 years of experience in customer service and as a
bachelor’s degree graduate in business administration in Toulouse,
France, I became interested in the field of finance in the banking
sector as a customer service representative and subsequently as a
banking advisor.
Since then, I specialized myself in the securities industry mainly
towards high-end customer service. I particularly enjoy interacting
with customers and problem solving.
My family values of sharing and generosity as well as the arrival of my little boy consolidated my skills by combining empathy and my commitment to our clients.
