For the management of your wealth, demand experts who understand your reality. At the Financial, a complete team of advisors is trained to respond to your needs and to assist you throughout your personal and professional life.
Montréal
-
Philippe BeaudryOLY, B. Comm., CIM®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
-
Saber GallaliB.A.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
-
Maurice SalamehB.Comm., CIM®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Brossard
-
Raphaël HainaultB.A.A., D. Fisc., CIM®, Fin. Pl.
Wealth Management Advisor and Associate Portfolio Manager
Laval
Québec City
-
Yannick BernierB.A.A., CIM®, FCSI®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
-
Steve CastonguayMBA, CIM®, FCSI®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
-
Frédérique Dandois FafardB.B.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Sherbrooke
For resident doctors
Are you a medical student or resident doctor? Our team of advisors can guide you through this stage of life and support you in achieving your financial goals.
Montreal area
-
Philippe BeaudryOLY, B. Comm., CIM®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
-
David LafleurB.A.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Quebec / Estrie region and Eastern Quebec
-
Frédérique Dandois FafardB.B.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management