Our Team

Martin Arcand draws on nearly 30 years of experience in business and finance to provide truly personalized support. Convinced that every client is unique, he transforms complex financial questions into simple, understandable solutions. 
An entrepreneur at heart, he has successfully launched and managed several businesses, building up practical expertise that he puts to work for his clients. 

A great lover of the oceans and sailing, he enjoys deep-sea fishing and will be happy to share memorable stories with you. Curious and eager to discover new things, he loves to travel and immerse himself in new cultures, a passion that feeds his open-mindedness and interpersonal skills.

Pioneer, Leader, and Trusted Advisor

A woman of both strength and heart, Nancy Morin has carved her place as one of the pioneering women in the Canadian financial industry. With over 30 years of experience, she continues to inspire and mentor others in the field, sharing her expertise through conferences and courses in CEGEPs.

Nancy builds lasting relationships of trust with her clients. Proof of her dedication: she now advises the fourth generation of many client families, ensuring the preservation and protection of their wealth. Her genuine care for people, combined with her passion for finance, makes her a well-rounded and respected businesswoman.

Recognized by her peers as a forward-thinking leader with clear vision, Nancy is also a proud member of MDRT (Million Dollar Round Table), the world’s most prestigious association for financial professionals, recognized internationally since 1927.

As the true backbone of the office, Claudia Parent orchestrates the day-to-day operations of the firm and serves as the front-line resource for our clients.

With 25 years of industry experience and full licensing, Claudia stands out for her in-depth knowledge of the financial sector and her exceptional administrative expertise. Her strong organizational skills and unwavering efficiency allow her to manage the firm’s operations with mastery and precision.

Renowned for her professionalism, attentiveness, and availability, Claudia is a cornerstone for both the team and our clients. She embodies the perfect balance of expertise, dedication, and a human-centered approach to service.