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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 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 20 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.
Portfolio Manager & Financial Planner
Dynamic | Efficient | Caring
Caroline has over 15 years of expertise in the financial services industry. She has obtained the title Financial Planner from the IPF (Institut de planification financière) and holds the Certified Investment Manager (CIM) designation from the Canadian Securities Institute.
During her career, Caroline owned a business, where she worked with seniors. This experience allowed her to develop her leadership skills and a strong sense of empathy for others.
Her main role is to advise and guide you throughout your life in achieving your financial goals.
In her spare time, she enjoys traveling, skiing, and spending time with her family.
Administrative Assistant
Engaged | Enthusiastic | Structured
Roxanne has been working in the financial services industry for several years and holds a bachelor's degree in Business Administration (BBA) with a specialization in finance. She has also earned the Financial Planner designation from the Institut de planification financière (IPF).
Energetic and driven, Roxanne stands out for her ability to bring projects to life with determination and enthusiasm. Her strong organizational skills, natural optimism, and dedication to her clients make her a trusted and reliable professional. She handles unexpected challenges with ease and knows how to rally those around her with a vision to benefit all those involved.
In her free time, Roxanne enjoys reading, traveling, taking part in winter sports, and hosting friends and family at home.
Associate Advisor
Eloquent | Compassionate | Loyal
Always smiling and willing to give her best, Josée brings her energy and enthusiasm to the team.
With over 25 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.
