Notre équipe

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.

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

Étant conseiller financier, mon but primaire est d’aider les familles et les propriétaires de petites entreprises d’atteindre leurs buts financiers en traitant chaque situation comme la nôtre. Nous complétons ceci en examinant votre situation financière en profondeur et nous identifions les solutions optimales pour vous donner la paix d’esprit

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.