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.
Montreal
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Yannick TanguayB.A.A., CIM®, FCSI®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Brossard
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Raphaël HainaultB.A.A., D. Fisc., CIM®, Fin. Pl.
Wealth Management Advisor and Associate Portfolio Manager
Laval
Quebec City
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Steve CastonguayMBA, CIM®, FCSI®, Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Sherbrooke
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Steve LamontagneB.A.A., CIM®, Fin. Pl.
Wealth Management Advisor, Professionals Financial - Private Management
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Virginie BouchardB.A.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
For students
Are you a student in dentistry? Our team of advisors can guide you through this stage of life and support you in achieving your financial goals.
Montreal area
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David LafleurB.A.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
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Audrey Lopez de la OsaM.Sc., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
Quebec / Estrie region and Eastern Quebec
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Frédérique Dandois FafardB.B.A., Fin. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management