Serge Sonier, CFP, CLU®

Senior Financial Advisor

Serge has over 19 years of in-depth industry experience successfully managing the wealth of individuals, families and small business owners  With access to comprehensive wealth management solutions, Serge looks for sound opportunities that align with the financial goals of his clients.

Olivier Dilhac, CFP®

Financial Advisor

With over 12 years experience in the financial field, Olivier focuses on the specific needs of each customer to provide customized and personalized services.

Alexandre Sonier, CFP®

Financial Advisor

Being a financial advisor, my goal is to help families and small business owners to reach their financial goals by treating every situation as ours. This can be accomplished by taking an in depth look at your current financial situation and finding the optimal solution that will give you peace of mind while reaching your desired goals

Valérie Sonier

Financial Advisor

After successfully obtaining her Financial Planning degree in 2015, Valerie has work experience in both the investment and insurance industries.  She is a critical part of our team.

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