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.
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.
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.Contact Sébastien
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.Contact Josée