"I learned from experience that we must demonstrate the same passion and perseverance as athletes to achieve our goals"

As a Portfolio Manager and Wealth Advisor, my role is to help you achieve your investment goals and protect your family wealth.

A philosophy focused on professional guidelines and lasting relationships is essential to the financial success of my clients. With our team of estate, tax, and financial planning experts, we can develop your tailored plan for the future.

Give yourself the freedom to focus on what is really important to you, while being confident that your wealth is in good hands.

I invite you to consult my LinkedIn page.

Francis Couillard, FCSI, CIM®

Senior Portfolio Manager & Wealth Advisor


Complimentary portfolio review

I can answer your questions about your investments and recommend changes to keep you on track to achieving your goals.

Request a portfolio review

Perspectives Magazine

Click here to access to the latest Perspectives Magazine of 2021.