François focuses on working collaboratively with clients to create customized long-term financial plans, as well as defining the strategic direction of the portfolios, allowing him to offer a pioneering approach to the industry.
François is a financial planner certified by the IQPF and has nearly twenty-five years of experience serving high net worth clients. Graduate in business administration from the École des Hautes Études Commerciales (HEC Montréal). He also attended the Executive Program at the John F. Kennedy School of Government at Harvard University.
A Fellow of the CSI (Canadian Securities Institute), he is also a CSI-approved Investment Manager (CIM). He is a member of the Ordre des Administrateurs Agrées and a financial planner, certified by the Quebec Institute of Financial Planning. Finally, he is a member of the CFA Montreal Association,
In his spare time, François is a follower of the fine arts, architecture, and loves to travel.