Geneviève has lived on the South Shore for over 15 years, and is honoured to have witnessed and participated in the progress and development that her community has seen over that period. It is with great pride that she joined the South Shore branch in 2022, bringing with her invaluable experience from her previous post as the assistant branch director of the PVM 5 location in downtown Montreal.
Leading our branch, Geneviève takes her commitment to offering the best support to our advisors and their teams very seriously, as it enables them to offer the best service to our clients. She prides herself on identifying opportunities and resolving challenges strategically and speedily, and always has her ear to the ground for potential efficiencies and improvements. She also focuses on recruiting and coaching staff members.
To excel in her role, Geneviève draws upon more than two decades of experience in the financial sector, where she has served in vastly varying and senior roles, including associate, investment advisor, as well as compliance and business development officer for emerging markets. She leans on the expertise afforded to her by her advanced industry designations: in addition to holding her portfolio manager license and a Bachelor of Business Administration in Finance from HEC Montréal, Geneviève is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).
Geneviève’s breadth of experience, expertise, and credentials serve her well in her mission to offer South Shore clients a best-in-class wealth management service that continually improves.