Our team

Paul Marcotte

B.B.A., C.L.U., Financial planner

Paul founded the company in 1989 and presides over the company’s assets. In addition to serving its clients well, its primary objective is to exceed their expectations.

• Mutual fund representative since 1990 (with Investia Financial Services Inc.)
• Chartered Life Underwriter since 1997
• Financial planner since 1998

Luc Blais

R.L.U., F. PI.

In the financial market since 1992, Luc started as a financial security advisor and went back to school in 2000 to get his financial planner designation. He holds his Registred Life Underwriter (R.L.U.), Financial Planner (F. Pl.), Group Insurance and Annuities and Exempt Markets licences. He is licensed in Quebec and Ontario and specializes primarily in corporate and investment banking.

• Financial security advisor,
• Group Insurance and Annuity Representative and Exempt Market Registered with Investia Financial Services Inc.

Sébastien Caron

Mutual fund representative (from Investia Financial Services Inc.)

He has more than 10 years in financial services with a major financial institution. Sébastien joined the company in October 2017 as a broker's assistant: file analysis, customer service and broker support. He is now acting as a mutual fund representative and certified in financial planning with TÉLUQ.

Josée Viau

CEO

Josée joined the company in 2012 as an administrative assistant. She has over 20 years of experience in customer service, accounting, and office management. Josée now serves as the company’s chief executive officer, focusing on administrative and accounting matters. All his posts have only one goal, to serve you.