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 (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 SébastienMutual fund representative (from Investia Financial Services Inc.)
With more than 5 years of experience within a large bank, he enthusiastically joins the team as a collective savings representative during the summer of 2023. His varied career path within the bank has allowed him to acquire in-depth expertise in the financial field and advisory services.
Contact VincentCEO
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 JoséeAdministrative Assistant
ROXANNE JOINED THE TEAM IN MARCH 2023 AS AN ADMINISTRATIVE ASSISTANT. SHE AS 10 YEARS OF EXPERINCE IN THE FIELD OF CUSTOMER SERVICE WHICH HAS ALLOWED HER TO ACQUIRE SEVERAL TOOLS IN ORDER TO BE ABLE TO OFFER YOU AN EXCEPTIONAL SERVICE.