Contact us

Need answers? Contact us!

We are here to help

Our team of specialists is here to meet your needs.

Phone : 450-760-9595

40 Gauthier St. South Suite 3500
Joliette, QC, J6E4J4

Business hours

Our team of experts

Wealth Advisor & Portfolio Manager

Wealth Advisor & Associate Portfolio Manager 

Senior Wealth Advisor & Portfolio Manager

Wealth Advisor & Portfolio Manager

Josée Parent

Senior Wealth Associate

Nancy Lamontagne

Wealth Associate 

Sandra Malo, B.A.A.

Wealth Associate

Isabelle Jetté

Associate

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.