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Senior Portfolio Manager & Wealth Advisor
Professional | Meticulous | Accessible
Hélène has over 25 years of experience in the financial services industry, during which time she has built a remarkable track record. She has obtained the title of Financial Planner from the Institut québécois de planification financière and can practice as a Financial Security Advisor for RBC Wealth Management Financial Services. In addition, she holds the Certified Investment Manager (CIM) designation from the Canadian Securities Institute and is licensed in options trading.
In 2012, Hélène was honoured with the highest distinction in the financial services industry in Canada, the prestigious designation of Fellow of the Canadian Securities Institute (FCSI). This honour is reserved for industry professionals who meet the highest standards and enjoy strong support from their peers and superiors.
Recognized for her accessibility, listening skills, and vast investment knowledge, Hélène’s main role is to advise and guide you throughout your life in achieving your financial goals.
In her spare time, she enjoys sailing on her boat, practicing yoga, and reading a good book.
Senior Portfolio Manager & Investment Advisor
Engaging | Proactive | Dedicated
Marie-Josée has been working in the wealth management industry for over 15 years. She holds the Certified Investment Manager (CIM) designation from the Canadian Securities Institute and a license in options trading. In addition, she can practice as a Financial Security Advisor for RBC Wealth Management Financial Services.
Early in her career, Marie-Josée was a business owner for 16 years, during which time she honed her organizational skills and attention to detail. Over the years, she has built an excellent reputation for her communication skills and strong commitment to client satisfaction.
Marie-Josée’s main role is to advise and guide you in planning and investing for a better future.
Outside of work, she is passionate about travelling and has already visited over 100 countries. She also loves playing golf and enjoys relaxing on her boat.
Associate Advisor
Eloquent | Compassionate | Loyal
Always smiling and willing to give her best, Josée brings her energy and enthusiasm to the team.
With over 20 years of experience in wealth management, Josée is our client service specialist. She excels in handling the most complex requests and requirements. Her in-depth knowledge of financial services makes her an indispensable asset to the team.
During her spare time, Josée enjoys going to the movies, cooking new recipes, and spending time with her family.
Associate
Hardworking | Curious | Reliable
Having been fascinated with the stock market from a young age, Mathieu showed a keen interest in finance and acquired investing experience very early on.
Mathieu’s role on the team is to support day-to-day operations, administration, and transactional account management to ensure a high level of client service. He holds a Bachelor of Business Administration with a major in Finance from HEC Montréal.
When not at the office, Mathieu enjoys travelling on his motorcycle. He also stays active by golfing, skiing, and cycling.
