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Daniel Solomon
Mr. Daniel Solomon is Vice-President and Chief Investment Officer for fdp Private Management. In this capacity, he is responsible for the management of the group’s investments and oversees the responsible investment process, particularly the integration of ESG factors into all of the firm’s investment policies, at both fdp Mutual Funds and fdp Private Management. Over […]
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Ericka Tokplonou
Ericka Tokplonou holds a Bachelor’s degree in Finance from UATM GASA University in Benin (2012) as well as securities licences (CSI, 2021 and 2023). She has been working in finance since 2015 within major Canadian financial institutions. She joined the fdp Private Management team in fall 2022 where she held a variety of roles, including […]
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Olivia Kubicki
Holder of a Bachelor’s degree in Finance from Concordia University (JMSB) (2010), Olivia Kubicki also holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2014). Since 2009, Ms. Kubicki has acquired experience with major Canadian financial institutions, particularly as a financial planner, which has enabled her to acquire an in-depth knowledge […]
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Mathieu Sabourin
Holder of a Bachelor’s degree in administration with a major in marketing from Concordia University (B.Comm., 1998), as well as a certificate in financial planning (F.Pl., 2005), Mathieu Sabourin began his career in finance in the late 1990s. During his career, he has held various positions, particularly that of financial planner with major Canadian financial […]
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Carole Chapdelaine
Ms. Carole Chapdelaine sits on the boards of directors of Professionals’ Financial and Professionals’ Financial – Mutual Funds. Ms. Chapdelaine has worked in the banking sector and performed a variety of functions, mainly with two major Canadian banks. From 1985 to 2011, she held various positions at RBC, both in personal banking and business services. […]
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Me Gaétane Baril
Me Baril sits on the boards of directors of Professionals’ Financial and of Professionals’ Financial – Mutual Funds. Me Baril is a notary specializing in business law who has had her own office in Quebec City since 1997. In addition to serving as a mediator in civil and commercial law, she holds the title […]
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Tiago Gloria Miguel
Before joining fdp Private Management as a wealth management advisor, Tiago Gloria Miguel rose through the ranks of a major Quebec financial institution, where he held various positions, including that of financial planner. Recognized for his proactive and structured approach, Mr. Gloria Miguel is always looking for new ways to offer customized advisory services to […]
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Kathleen Pelletier
Since 2007, Kathleen Pelletier has worked in the financial sector with major Canadian financial institutions. First as an account manager, then as a wealth management financial advisor, she has developed extensive knowledge of the needs of a clientele of physicians and other professionals. With a good understanding of their professional career, she supports them with […]
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Claire Chouinard
With more than 35 years of experience in the financial field, Claire Chouinard has in-depth knowledge of the reality of physicians, having worked to optimize their wealth for most of her career. Her work experience with major Canadian institutions confirmed her passion for her profession, her expertise and her commitment to her clients. Ms. Chouinard […]
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Michaël Denault
Holder of a Bachelor’s degree in Business Administration from HEC Montréal (2021), Michaël Denault also holds the financial planner designation from the Institut québécois de planification financière (IQPF) (2023). He serves his clients with professionalism as he helps them achieve their financial goals. His experience as a banking services advisor with a major Canadian institution […]