Our Team

Martin Arcand works with entrepreneurs, business leaders, and high-net-worth families seeking a strategic and sustainable financial vision. With nearly 30 years of business experience, he draws on his entrepreneurial and financial expertise to design tailored strategies that enhance growth, protection, and wealth transfer — supported by an in-house team of tax specialists, actuaries, financial planners, and insurance experts within his firm.

Combining the precision of an advisor with the mindset of an entrepreneur, he understands the realities of those who build and wish to structure their wealth intelligently and for the long term. His approach is rooted in clarity, strategy, and genuine financial vision.

Passionate about the ocean and sailing, and an avid deep-sea fisherman, he cultivates an open mind and authentic relationships, occasionally sharing a few fishing stories worth hearing !

A woman of both strength and heart, Nancy Morin has carved her place as one of the pioneering women in the Canadian financial industry. With over 30 years of experience, she continues to inspire and mentor others in the field, sharing her expertise through conferences and courses in CEGEPs.

Nancy builds lasting relationships of trust with her clients. Proof of her dedication: she now advises the fourth generation of many client families, ensuring the preservation and protection of their wealth. Her genuine care for people, combined with her passion for finance, makes her a well-rounded and respected businesswoman.

Recognized by her peers as a forward-thinking leader with clear vision, Nancy is also a proud member of MDRT (Million Dollar Round Table), the world’s most prestigious association for financial professionals, recognized internationally since 1927.

Antoine is a wealth advisor/financial planner with nearly 15 years of experience working alongside entrepreneurs and senior executives. Recognized as a financial columnist in Québec media, he has a talent for demystifying complex financial strategies. Deeply involved in his community, including as a board member of the Chambre de la sécurité financière, Antoine was a three-time finalist for the Top Advisor Under 40 award, winning the title in 2022. Originally from France, he is passionate about scuba diving, a connoisseur of Burgundy wines, and an avid mountaineer, embodying a dynamic balance between professional challenges and personal passions.

With over a decade of experience in the financial sector, Geneviève Lavigueur supports her clients with rigor, empathy, and a long-term vision. Coming from a family of entrepreneurs, she understands firsthand the challenges and realities faced by those who build and grow businesses.

She holds a B.Sc. in Kinesiology from the Université de Montréal and an MBA from the John Molson School of Business, combining academic training with practical insight. Geneviève is known for her personalized approach and her ability to deliver tailored solutions that reflect the unique goals of each client.

An accomplished athlete and mother of two, Geneviève embodies balance, discipline, and human connection. She firmly believes that trust is at the heart of sustainable wealth management and is committed to building strong, lasting partnerships with her clients.

With over 10 years of experience advising high-net-worth clients, Élizabeth is a respected specialist in wealth planning and taxation. She holds a Graduate Diploma in Taxation (DESS) and is currently pursuing both the Certified Financial Planner designation and a Master’s degree in Taxation to deepen her already extensive expertise.

Known for her analytical precision, genuine compassion, and unwavering commitment to excellence, Élizabeth is a cornerstone of our advisory team. She embodies a rare blend of technical acumen and heartfelt empathy, ensuring personalized support for each client. Her mission: to be a trusted, skilled, and caring advisor, delivering peace of mind and tangible value to every investor she guides.

With a Bachelor’s degree in Finance from Université Laval, Charles-Étienne began his career in corporate banking before successfully moving into business development and management in the pharmaceutical and medical industries. Drawing on this diverse background, he now supports business leaders, entrepreneurs, and families in achieving financial independence by building tailored, long-term strategies in collaboration with a multidisciplinary team.

A former competitive athlete and avid golfer, he brings the values of sports — discipline, rigor, and integrity — into his practice, ensuring a results-driven and client-focused approach.

With a background in accounting and a career as an emergency physician, Yvon brings together analytical rigor, clinical discipline, and attentive listening in his role as a wealth management advisor. This unique background enables him to design personalized financial strategies aligned with each client’s reality and long-term goals.

Guided by his principle of “prevention rather than cure,” Yvon takes a proactive approach rooted in thorough analysis and careful planning, ensuring peace of mind and lasting security for those he supports.

Outside of his professional role, he prioritizes balance through family life and sports, drawing inspiration and strength from time spent with his three young sons.

As the true backbone of the office, Claudia Parent orchestrates the day-to-day operations of the firm and serves as the front-line resource for our clients.

With 25 years of industry experience and full licensing, Claudia stands out for her in-depth knowledge of the financial sector and her exceptional administrative expertise. Her strong organizational skills and unwavering efficiency allow her to manage the firm’s operations with mastery and precision.

Renowned for her professionalism, attentiveness, and availability, Claudia is a cornerstone for both the team and our clients. She embodies the perfect balance of expertise, dedication, and a human-centered approach to service.

With over 25 years of experience in the financial industry, Manon has been a cornerstone of the team since its inception in 2014. As Senior Administrative Assistant, she ensures smooth day-to-day operations while delivering an exceptional client experience. Her role makes her the backbone and steady anchor of the practice.

What sets Manon apart is her genuine focus on people. Her attentive listening, natural empathy, and dedication to client satisfaction make her a warm and trusted presence. She is committed to building authentic, long-lasting relationships where each client feels valued and supported.

Her organizational skills, precision, and efficiency are key to the team’s overall performance, ensuring seamless coordination of administrative processes and constant support to advisors. Respected by colleagues and cherished by clients, Manon embodies the values of accessibility, professionalism, and dedication that define the team.

Emmanuelle brings over nine years of experience in client service, where she developed a strong understanding of client expectations and needs. Holding a bachelor’s degree in business administration with a specialization in finance, she provides rigorous and dynamic support to the team in carrying out strategic projects. Determined to grow into a wealth management advisor role, Emmanuelle stands out for her ability to effectively resolve operational challenges, her unwavering commitment to the team, and her genuine dedication to delivering exceptional, personalized service to clients.

With over 11 years of experience in wealth management, including 5 dedicated to optimizing and streamlining operational processes, Mélissa plays a pivotal role in the team’s efficiency and overall success. Her organizational acumen and keen eye for detail ensure smooth and reliable day-to-day operations.

Holder of the Mutual Funds Representative certification, Mélissa is recognized for her administrative excellence and her ability to anticipate the needs of both clients and colleagues. Her proactive and structured approach contributes to a seamless, personalized client experience built on professionalism and trust.

Backed by more than a decade in customer service, she is valued for her active listening, methodical precision, and unwavering commitment to client satisfaction. Both clients and advisors see Mélissa as a dependable and reassuring presence, helping sustain the team’s high standard of quality and care.