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28 February 2024
François LeblancAs Director, Manager of Managers and Portfolio Optimization for Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc., François Leblanc is responsible for the due diligence review and selection of external managers, based on a set of criteria including the integration of ESG factors. He is also responsible for monitoring and […]
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19 December 2023
Marc-André LavergneMarc-André Lavergne has been a tax specialist since 2017, first with his own practice and then in private management. Mr. Lavergne is recognized for the multidisciplinary skills, meticulousness, accuracy and proactivity he brings to the mandates he undertakes. With specialized expertise that includes corporate and tax law, he ensures his clients receive quality service tailored […]
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16 November 2023
Benoit GuilbaultBenoit Guilbault has been developing his financial expertise since 2005. Throughout his career, he has stood out with his personalized approach and his active listening skills. He brings his talents to the Quebec City team in order to provide unrivalled, customized service to professional clients. Holder of a financial planning certificate from Université du Québec […]
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16 October 2023
Johanne TremblayAs regional vice-president, Johanne Tremblay uses her strengths and leadership to provide professional supervision, training and mobilization to team members in Western Quebec. Johanne Tremblay has been working in finance for over thirty years, including twenty-eight years with a renowned Quebec financial institution. During her career, she served among other things as a financial planner […]
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16 October 2023
Éric LandryÉric Landry sits on the boards of directors of Professionals’ Financial and Professionals’ Financial – Mutual Funds. Mr. Landry has extensive experience in the financial field, having held various positions in finance and credit with Desjardins Group and a major Canadian bank. In recent years, he held the position of Vice-President Investment Solutions with Desjardins […]
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01 August 2023
Gabrielle LefebvreGabrielle has more than ten years of experience with well-known firms in the financial industry. She started in the field of market finance as an investment representative. With her passion and her skills, Gabrielle quickly rose to the position of assistant portfolio management advisor and, later, associate investment advisor. She stands out for her in-depth […]
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14 July 2023
Sandrine BourgoinSandrine Bourgoin has held the position of paralegal at fdp Private Management since August 2022. Previously, she held the same position in various notarial offices and in a major law firm, in addition to having worked in the real estate sector for the City of Montreal. With more than 25 years of experience in the […]
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14 July 2023
Anik BougieAnik Bougie joined fdp Private Management in 2023 as Practice Leader, Financial Planning and Taxation. Her great expertise and know-how in her field make her a key person in informing our standards of excellence in providing comprehensive and highly personalized financial guidance. She also collaborates with our wealth management advisors to develop more complex strategies […]
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17 April 2023
Martin KadouryAs Chief Compliance Officer, Martin Kadoury leads the team responsible for the development and implementation of projects to ensure conformity with the compliance governance framework, policies and programs across all fdp business units. He oversees the maintenance and application of the firm’s data confidentiality policy. He helps put in place initiatives enabling the firm to […]
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17 April 2023
Céline SageAs Vice-President, Culture and Human Capital, Céline Sage is responsible for developing human resources strategies and practices for fdp. With a strategic and pragmatic approach, she ensures compliance with the best human resources management programs and processes in order to support fdp in its development and offer employees a stimulating work environment while taking into […]
