Putting you first with a team approach 

 

As you move toward achieving your priorities, you may realize that your financial situation is becoming more complex. That’s when our team can help.

As a client, you receive prompt service and professional guidance, thanks to our teamwork-based approach. Our team focuses on diverse aspects of client services. So you obtain the professional help you need when it’s convenient for you.

 

 

Dominique

Dominique Asselin, FCSI

Gestionnaire de portefeuille, conseiller en placement et en patrimoine

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Nadine

Nadine Bernier, CPA, BAA

Associate Wealth & Investment Advisor

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Isabelle

Isabelle D’Amours

Associate Advisor

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Anne-Marie

Anne-Marie Simpson

Administrative Assistant

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Ann-Emily Labbe

Administrative Assistant

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