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For our team, success isn’t just measured in numbers – it’s quantified in the relationships we build and the impact we make in our clients’ lives every day.
Senior Portfolio Manager
Associate Advisor
Associate
Administrative Assistant
Having worked in financial services since 1997, Christian is a senior portfolio manager at the Christian Beaulieu Group. He is responsible for crafting and implementing sophisticated wealth and investment strategies that align with the unique needs of our clients and their families. Christian’s background in the private and institutional sectors – coupled with his past experience as the successful owner-operator of a local Sherbrooke store – have made him a skilled and valuable partner for many business owners and institutions across the province.
Christian holds a Master of Business Administration from the Université de Sherbooke and an undergraduate degree from the Université de Sherbooke, with a portion completed at Quinnipiac University. He is passionate about the markets and is constantly researching new and innovative ways to enhance the services he offers.
Outside of work, Christian is proud to give back to his local community. He is a co-founder of La Ruche Estrie and currently sits on the board of La Ruche National. La Ruche provides funding and mentorship opportunities to regional startups and social projects. Christian was also a board member of Maison Aube-Lumière and previously served as president of the Coalition Sherbrookoise pour le Travail de Rue.
Backed by over 20 years of experience in the financial services field, Véronique champions the principles of integrity and transparency in everything she does. As an associate advisor with the Christian Beaulieu Group, she is responsible for executing portfolio strategies and client relationship management, and additionally oversees all training and development as our team’s operational lead.
Véronique has both a Master of Business Administration degree and a Bachelor of Business Administration degree from the Université du Québec à Montréal (UQAM). Prior to joining our team, she held a diverse range of roles in customer service, branch operations, and investment management, gaining a superior skill set that makes her exceedingly qualified to help our clients reach their financial objectives.
Amélie has worked for RBC since 2010, first as a teller and later in branch operations. In her current role as an associate for the Christian Beaulieu Group, she is responsible for client relations and the application of investment strategies, including transaction execution and withdrawal management. Amélie is the first point of contact for many of our clients and is always available to answer any questions they may have.
Prior to entering the financial services industry, Amélie was the proprietor of a successful hair salon – a background that helps her provide high-quality service to business owners and other commercial clients. She is known for her professionalism, integrity, and attention to detail. Amélie has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) Course through the Canadian Securities Institute.
Mireille has been working in the financial services industry for over 40 years. As an associate advisor with the Christian Beaulieu Group, she assists with a variety of tasks including opening accounts, following up with clients, and responding to inquiries. Her varied experience, combined with her discipline and integrity, allow her to provide our clients with top-notch service.
Passionate about financial literacy and education, Mireille enjoys finding new ways to connect with clients and help them understand the intricacies of their wealth.
A member of the Christian Beaulieu Group for a decade, Marie-Josée is a key member of our team. As an associate, she is responsible for all account opening and documentation, always going above and beyond to offer an exceptional and efficient service offering to our clients. Marie-Josée is proud to play a pivotal role in our clients’ well-being and enjoys helping them reach their short- and long-term goals.
Marie-Josée holds a Master’s degree in Science from the Université de Sherbrooke and has completed several industry courses through the Canadian Securities Institute. Before joining the Christian Beaulieu Group, she spent several years working in the pharmaceutical industry, where she grew her organization and time management skills.
Interested in the financial services industry from a young age, Thomas joined our team in 2024. In his current role as an associate advisor for the Christian Beaulieu Group, he is responsible for answering client inquiries and supporting our team by completing various day-to-day tasks. Thomas takes care to always provide exceptional service, leveraging his past experience in consulting and customer service.
Thomas grew up in Sherbrooke and obtained a Bachelor of Physics degree from the Université de Sherbrooke in 2018.
An experienced financial professional and entrepreneur, Valérie joined the Christian Beaulieu Group in 2024. As an administrative assistant, she is the first point of contact for many of our clients, ensuring that their needs are met as quickly and efficiently as possible. She is passionate about simplifying our clients’ lives and takes pride in helping them gain true peace of mind.
Prior to joining our team, Valérie spent nearly 15 years working in financial services, first at a branch and later in management. She holds a bachelor’s degree in International Relations from the Université de Sherbrooke.
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