Stéphane is in charge of portfolio management and financial planning. Whether it's for the actual management of your investment portfolio or the management of your wealth, he accompanies you throughout the process and makes sure to collaborate with various qualified specialists in order to offer you a complete service.
He works in the investment industry since 1998 and holds a bachelor's degree in finance from HEC Montréal.
Wishing to have a global vision of wealth management, he obtained his Chartered Investment Manager title (CIM), the Financial Planner designation from the "institut québécois de planification financière” (Pl., fin.), and the Certified International Wealth Manager (CIWM) of the Association of International Wealth Management.
Originally from Magog, he is also the father of a lovely daughter with which he loves to share his free time. A fan of several sports, he mainly enjoys golf and skiing.
Finally, wanting to give back to the community, he is involved in several charitable works in the region.
