Jules Genier

Financial planner

Married and father of 4 young adults, Jules quickly realized that the values transmitted during his own childhood allow everyone, his family and him, to evolve in a healthy and respectful climate. 

He advocates and manages to maintain a balance by combining his work as a financial planner with various sports activities that help him stay in shape.

He is said to be a model of organization, perseverance, discipline and honesty. 

Regardless of the sphere of activity in which he participates, Jules is combative and competitive, whether in the sports he practices or the games he enjoys. He began his career in the financial field in 1996.

Holder of a bachelor's degree in teaching from the University of Ottawa (science and mathematics), he provides his clients with a clear and simple financial literacy. 

He specializes in the analysis of complex aspects of a client's financial situation (individual, family, corporate) in order to develop and guide the client in the implementation of a personalized action plan established in accordance with the client's values and experience, both on a human and professional level.

Mathieu Roy

Investment Advisor

Mathieu is a former hockey player. He has evolved professionally in North America as well as in Europe for 17 years.

Today he shares his life with his wife and two children, with whom he likes to spend quality time and share his passions. 

With his unique journey, he had to familiarize himself very early with the financial world to be able to secure his future as well as that of his family.

Today, he has given himself the mandate to support his clients so that they can have a healthy financial plan for their immediate and future needs while addressing their concerns and expectations.

Having spent most of his life within a group, Mathieu advocates teamwork. Building a relationship on solid foundations such as respect, righteousness and discretion are essential for him to establish a long-term trustworthy relationship.

Office Address

Suite 485, 11505, 1ère avenue
Saint-Georges, Quebec
G5Y7X3 Canada