Putting you first with a team approach 

As you move toward achieving your priorities, you may realize that your financial situation is becoming more complex. That’s when our team can help.

As a client, you receive prompt service and professional guidance, thanks to our teamwork-based approach. Our team focuses on diverse aspects of client services. So you obtain the professional help you need when it’s convenient for you.

Dominique Asselin, B.B.A., FCSI, portfolio manager, wealth advisor

Holder of a bachelor's degree in finance from the University of Sherbrooke, Dominique holds the title of financial planner and a life insurance license. He has also been a Fellow of the Canadian Securities Institute (CSI) since 2009. He was awarded the House of Fame Financial Excellence Award in 2014 and has been a member of the Discipline Committee since 2015.

Dominique has been working in family wealth management since 1994. Since the beginning of his career, he has achieved high production standards.

Honored by his employer after only 10 months, he was promoted to director at the company, at 24, the youngest in history.

Dominique’s commitment to his clientele is primarily shown through continuous training. He is an accredited Financial Planner with an insurance of persons licence, and a Fellow of the Canadian Securities Institute (CSI). He also received the Prix Excellence award from the Chambre de la sécurité financière. Dominique watches over his clients’ investments and makes sure to maximize every aspect of wealth management. He’s the team captain.

Social commitment is one of his values : giving time, money and knowledge are the three ways he gives priority to giving back to the community. He has been involved in several fundraisers, has served on the boards of two organizations, and has organized charity events. The launch of the Treasure Academy, in 2010, is the culmination of a dream: to leave something concrete in finance.

Nadine Bernier, B.B.A., CPA, CMA, associate wealth & investment advisor

Graduated from the University of Sherbrooke in Business Administration, Accounting Concentration, Nadine holds the CPA, CMA accounting designation.

During her career, Nadine has served as a cost analyst, accountant and finance manager. She has close to 20 years’ experience in the financial services industry and specializes in preparing financial plans, personal finance training and client meetings. You can count on her to guide you in your finances and make you smile.

Mother of three children, Nadine is actively involved in the community. Trainer at the Treasure Academy , she has been a volunteer for more than 10 years, in the golf organization of the Centre de soutien de l'Estrie. She also helped organize charity expeditions and set up the Quebec-Africa project with her collaborators.

Isabelle D'Amours, associate advisor

Graduate of the Cégep de Sherbrooke in office work, she received the student merit award for academic excellence.

In 2015, she perfected her knowledge, passing courses in securities trading, standards of conduct and wealth management.

Isabelle has developed solid administrative expertise thanks to 15 years of experience. Dedicated and professional, Isabelle is responsible for client services, administration and personal insurance, all while working to optimize operational efficiency. Isabelle serves as the control tower for the team.

Involved in the active life of her three boys, Isabelle's priority is education. She has volunteered many times to do various school activities for students. It also supports causes that promote school perseverance and the well-being of children.