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Senior Portfolio Manager
Since 1989, Caroline Gauthier has been a leading force in guiding high net worth investors towards their financial goals. Holding a Bachelor of Commerce in Finance from Concordia University and a Chartered Financial Analyst designation, Caroline brings a wealth of knowledge and experience to the field of wealth management. Her expertise includes a wide range of services such as discretionary portfolio management, all delivered through a holistic approach that seamlessly integrates financial and estate planning.
Caroline's distinct approach involves meticulously preparing financial models and devising strategies that resonate with the unique stories and aspirations of each client. Her commitment to personalized service has garnered Caroline widespread trust and numerous referrals. She has advised many families across two to three generations, and remarkably, one family through five generations, underscoring her expertise in long-term financial security and legacy planning.
Beyond her professional realm, Caroline's love for reading, particularly biographies and finance literature, underscores her continuous pursuit of knowledge. Similarly, her enjoyment of long walks in the woods reflects her philosophy of balance, a principle she applies both in finance and in life.
In Caroline Gauthier, clients find not just a portfolio manager, but a guardian of financial dreams and a dedicated partner, committed to nurturing wealth that endures through generations.
Pascale Leclerc's approach to wealth planning is defined by her belief that each client's financial situation is unique. A Senior Portfolio Manager with a Bachelor of Commerce in Finance from McGill University and a Chartered Financial Analyst designation, she brings over twenty years of experience in crafting bespoke financial solutions. Her expertise particularly benefits professionals, entrepreneurs, and women who are integral in managing their family's wealth.
Pascale is renowned for her role as a personal 'Chief Financial Officer' among her clients, who value her for her thorough approach, sound advice, flexibility, and proactive strategies. She is dedicated to meticulously reviewing each client's current situation and objectives, ensuring that the solutions she provides are the most suitable for their specific needs. Her focus on listening and truly understanding the personal narratives of her clients allows her to align financial strategies with their life stories.
In addition to her professional endeavors, Pascale is a proud mother of two daughters. Her commitment to an active lifestyle, which includes triathlons, skiing, and family travel, is reflective of the energy and dedication she brings to each client relationship.
Pascale Leclerc offers more than financial advice; she offers a partnership rooted in a deep commitment to nurturing her clients' wealth, enhancing their financial confidence and peace of mind with her expertise and empathy.
Associate Investment Advisor
As an Associate Investment Advisor with RBC Dominion Securities, Julia Gauthier provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the John Molson School of Business, Julia obtained a Bachelor of Commerce with a major in Finance. A firm believer in ongoing education, she has acquired the advanced industry designations of Chartered Investment Manager (CIM®) and holds her Insurance of Persons license with the AMF.
Being part of this industry since 2011, Julia draws on her expert knowledge, including previous position as Investment Associate for one of the largest team in the industry, to develop comprehensive wealth management solutions for her clients. Julia’s breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
Outside of work, Julia is a devoted mother to her two daughters with whom she loves to stay active. A competitive swimmer for many years, Julia still tries to get in the water as often as possible whether it be at the Hudson Yacht Club where she has been a lifelong member or on her family travels.
Senior Associate
Deborah (Debbie) graduated from l’Université de Montréal in 2009 with a Bachelor’s degree in Science and a minor in Economics. Soon after graduating, she began her career with RBC Dominion Securities. Her experience and development brought her to work with Caroline Gauthier in early 2014. She is licensed as an Investment Representative and oversees all procedures on the team. In 2022, Debbie received the RBC Performance Award and attended the annual convention; an honor given to a chosen few each year.
From Italian descent, Debbie was born and raised in Montreal. In her spare time, she loves to read, watch movies and talking over a great meal with friends and family. She enjoys equally a night out or a quiet evening at home with her cat, Groot.
Associate
Denis Received his Bachelor’s degree in Finance at John Molson School of Business. He first started his journey with RBC Direct Investing in 2021, as an Investment Service Representative and grasped the self-directed model of the industry. In early 2024, he joined RBC Dominion Securities to expand his knowledge and promote stellar client relationships with his commitment and client first attitude.
Denis is a huge fan of Real Madrid and enjoys watching European football. He has even travelled to Europe to watch some derbies. In his spare time, he will get creative with delicious cooking and stay active by working out at the gym consistently.
Ethan graduated with an Economics degree from John Molson School of Business and has been working in RBC Dominion Securities since March 2022.
After acquiring experience in the financial sector from working at IA Private Wealth, he further polished his financial knowledge and interpersonal skills to deliver an excellent level of customer service. He joined the Gauthier-Leclerc team in late 2023, where he develops his career and high level of interest in market and economic analysis. Ethan enjoys spending time being active climbing at the bouldering gym with his friends and going snowboarding during the winter months.
