In 2017, Adele began her career in financial services as a bank teller, which gave her a strong foundation in client service and day-to-day banking operations. Since then, she has held progressively senior roles in wealth management, allowing Adele to develop expertise in investment advice, portfolio construction, and comprehensive financial planning.
In her current role, Adele works closely with professionals, business owners, and high-net-worth families to develop personalized wealth management strategies. Her responsibilities also include investment management, retirement and estate planning, tax-efficient solutions, and ongoing portfolio oversight aligned with each client’s objectives and risk profile. Clients appreciate Adele’s responsiveness, attention to detail, and clear communication.
A big believer in lifelong learning, Adele graduated from École des sciences de la gestion (ESG UQAM) with a Bachelor of Business Administration, Finance, and from Concordia University with a Master of Business Administration. She is currently enrolled in the Chartered Financial Analyst (CFA) program.
Outside the office, Adele enjoys spending time with her spouse and young daughter, and travelling, cooking, and painting. She is also actively involved in her community as a member of the committee of Réseau des Femmes d’Affaires du Québec (RFAQ), Montréal-Ouest region, a board member of Escouade pour l’enfance, and a board member of Sun Youth Foundation.
