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

Dominique Asselin, F.Pl., FCSI, BAA

Portfolio Manager, Investment & Wealth Advisor

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Nadine

Nadine Bernier, CPA, BAA

Associate Wealth & Investment Advisor

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Anne-Marie

Anne-Marie Simpson

Administrative Assistant

Adam Robidoux

Adam Robidoux Beaupré, CFA, M.Sc.

Associate Portfolio Manager

Isabelle

Isabelle D’Amours

Associate Advisor

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