Our Team

Co-Owner of the Firm

Financial Security Advisor

Mutual Funds Representative

Group Insurance and Annuity Advisor

Mortgage Broker

Born to an entrepreneur father, with nearly 30 years in business and finance, convinced that each client is unique and deserves a high-end service, Martin is recognized for his ability to explain things clearly while establishing personalized strategies adapted to the objectives and needs of his clients, both in terms of personal and corporate finance.

Co-owner of the Firm

A woman of the head and a woman of heart, Nancy Morin has made her place in the financial field, one of the pioneering women in Canada!  She now has over 30 years of experience.  She inspires and coaches people in the field by sharing her knowledge in the form of conferences or courses given in the Cegeps. 

Nancy creates lasting bonds of trust with her customers.  The proof, she now manages the 4th generation of her clients' families for the protection of their wealth!  Her concern for people and her passion for finance make her a complete businesswoman.  She has a fair and forward-thinking vision that allows her to be recognized by her peers as a leader.

Several awards and distinctions bear witness to this:
• Member of MDRT, the most prestigious internationally recognized association in the field of financial services since 1927

• Member of the elite club.

• Member in good standing of the Chambre de la sécurité financière.

• Member in good standing of the Autorité des marchés financiers.

Head of Communications and Customer Relations 

A two-time Olympic medallist, recognized in Canada as a professional speaker for more than 30 years, her contribution to the Vision Plus team is very rich. A well-known figure of perseverance and determination, she now directs her passion to take customers to the top step of the podium!

Administrative and Compliance Director 

Financial Securities and Compliance DIrector 

Mutual Funds Representative

She is the conductor of the day-to-day operations of the firm as a whole and the front-line resource for our clients.
Claudia stands out for her in-depth knowledge of the field and her administrative mastery.  With 25 years of experience and fully licensed, she masterfully manages the operation of the office.
 

Adjointe principale

Sylvie est une des pierres angulaires de la fondation de Vision Plus.

Vision Plus lui coule dans les veines!

Elle connait la clientèle et leur histoire comme sa propre famille élargie.

Elle se distingue par sa minutie et sa rigueur qui l’emmène à trouver les informations nécessaires auprès des compagnies et orienter le tout vers des solutions.  Elle effectue un suivi serré des transactions.  Rien n’est laissé sans réponse!