Introducing the people behind your wealth strategy

We are incredibly proud of the team we’ve built – one with the positive attitude and complementary experience to enhance every aspect of your financial life.

Charles DeBlois

Charles DeBlois, BAA, CIM

Senior Portfolio Manager & Wealth Advisor

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Claude Trépanier, FCSI, MBA

Claude Trépanier, FCSI, MBA

Portfolio Manager

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Claudia Gagnon

Claudia Gagnon, BAA, F.Pl.

Associate Wealth Advisor

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Thomas Girard

Thomas Girard, CFA, CPA

Associate Portfolio Manager

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Frédérick De Courcy

Frédérick De Courcy, BAA, CIM, F.Pl.

Associate Advisor

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Sophie Lépine, CIM

Sophie Lépine, CIM

Associate Wealth And Investment Advisor

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Natalia Testaguzza

Natalia Testaguzza, MBA

Associate Advisor

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Jennifer Breton

Jennifer Breton

Associate

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Jean-François Massé

Jean-François Massé

Associate

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Alex Breton

Alex Breton, BAA, CIM

Associate

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Constance Marcoux

Constance Marcoux

Administrative Assistant

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Katherine Huot-Tremblay

Katherine Huot-Tremblay, BAA

Administrative Assistant

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