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Senior Portfolio Manager
As a senior portfolio manager, his management methodology aims to increase your investments while minimizing the volatility of your portfolio and bringing fundamental importance to the protection of your assets. She places great importance on building personalized strategies to achieve your personal financial goals.
Associate Advisor
Sandra graduated in financial services from University Laval and is a financial planner. Her professional career of more than 15 years with RBC has allowed her to acquire a deep knowledge of the financial environment. Anxious to meet the needs of families, she attaches great importance to customer satisfaction. His personalized service, rigor and professionalism are a clear asset to the management of your wealth and the achievement of your objectives.
Associate Wealth Advisor
A graduate in Financial Services at University Laval and a Financial Planner, she is responsible of Wealth Management Services that include: lifestyle protection, retirement planning, intergenerational wealth transfer and inheritance planning.
Administrative Assistant
In the Investment industry for more than 10 years and holder of her diploma from the Canadian Securities Institute (CSI), she is responsible for the Client Service and Account Administration of client accounts while providing personalized and exceptional service that is efficient and professional.
If you would like to learn more about wealth management, we would be happy to arrange a first meeting with you to discuss our investment philosophy. To arrange a meeting, please contact us at :
418-527-6024
