Georges studied Finance, graduated with a B. Comm, and quickly established a name for himself in the investment industry. Over 20 years later, he has a very loyal and close-knit clientele who can vouch for the premier service and devotion Georges provides for each and every one of his clients.

Georges began his career in 2002 with Berkshire Group and promptly became part of the top tier of his peer group by providing excellent customer service in addition to the quality sound advice to his clientage. He joined Assante Capital Management Ltd. in 2006 and has only amplified his service offering. Georges has partnered with experts in wealth and estate management, insurance specialists and various accounting and notarial providers in order to offer his clients well-researched and comprehensive solutions throughout each and every stage of life.

In his downtime, Georges and his lovely wife have 3 beautiful kids, 11, 9 and 7 years old, who are the light of their lives. A family man through and through, Georges, his wife and the kids spend their time skiing together in the winter and practicing various outdoor team and water sports in the warmer months.

Simon joined up with Assante Capital Management Ltd. in 2011 and brought along six previous years of trading platform experience as well as a host of related experience in entrepreneurship.

Simon’s role within the team is to provide research and data-driven support toward portfolio recommendations. His analytical skills and vast knowledge of the investment landscape is an invaluable asset to the team.

In his leisure time, Simon, his wife, his 12 year old daughter and 8 year old son share a love of summer activities like cycling and hiking and indoor activities like basketball and soccer during the cooler months.

Jennifer studied at Concordia University and graduated with a B.A. in Psychology. She joined Georges Helou and Assante in May 2017 and has quickly carved out her unique space in the team.

Jennifer brings with her over 20 years of experience in the financial industry previously ranging from retail banking to investment consultation and client relations. She creates a personalized experience for each and every one of our clients. Currently her main role is to keep our team operating smoothly by providing behind the scenes support. Jennifer’s dedication to providing above-par client-focused support is an integral part of our service offering.

Outside the office, Jennifer is a mother of two great kids who keep her on her toes. She is also a passionate traveler, a voracious reader and a lover of all things true-crime. Jennifer supports various charitable organizations through her children’s schools and volunteer opportunities.

Michel has over 30 years in the financial services industry. Michel holds the Financial Planner designation (Pl.fin.), the Chartered Life Underwriter designation (CLU), the Trust and Estate Practitioners designation (TEP) as well as the Chartered Investment Manager (CIM) designation.

Michel has many years of experience working with investment advisors to help their clients reach their personal and financial goals by implementing Tax and Estate planning strategies.

Prior to joining Assante, Michel worked as a senior financial planner for a major bank-owned investment firm. He also worked with major investment firms as an insurance specialist and as a marketing manager for high net worth clients at an insurance company.

As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on tax and estate planning strategies for business owners, professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team.

Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins Ducharme, a prominent business law firm. In addition, Martin has authored and co-authored articles for the Fiscal and Financial Planning Association, the Canadian Tax Foundation and other associations. His overall professional experience in wealth planning exceeds 25 years.

Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has a Master of Taxation degree from the University of Sherbrooke and the Trust and Estate Practitioner (TEP) designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners.

As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.

Francis joined CI Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 25 years.

Francis is a Chartered Professional Accountant (CPA) with a Bachelor of Commerce from McGill University and a Master’s degree in taxation from HEC Montreal. He is a member of the Order of Chartered Professional Accountants of Quebec (professional CPA order), the Association for Tax and Financial Planning (APFF) and the Canadian Tax Foundation. He has presented at tax conferences such as the APFF and Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.