With 35 years of experience, Marie-Josée has the knowledge and expertise it takes to help her clients grow and protect their family’s wealth. An Investment Advisor licensed by the Canadian Securities Institute in both Quebec and Ontario, Marie-Josée offers expertise beyond investment advice and money management. She guides her clients on planning for their retirement, their estate (Will and mandate), intergenerational wealth transfer, as well as reviewing their life insurance needs and, in some cases, creating philanthropic legacies for charity. She works in collaboration with her clients’ accountants and legal advisors to ensure that every eventuality is planned for.
Fluent in English and French, Marie-Josée’s clients include professionals, retirees and business owners. She is passionate about empowering women with the financial guidance they need to feel confident about their futures.
Marie-Josée lives in the Gatineau region and is very close to her two daughters, with whom she shares a precious and deeply connected relationship. Her two granddaughters also hold a special place in her life, bringing her countless moments of joy. She enjoys outdoor activities such as skiing, running and racing in triathlons. To celebrate her 10-year anniversary of being cancer-free, she completed a Half Ironman in 2015. Marie-Josée is involved with several breast cancer fundraising activities in the Gatineau/Ottawa region such as la Marche en rose and Les rêves de Monique.
