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20 June 2022
Carl FontaineCarl Fontaine began his career in financial services in 2012 with a major Canadian financial institution, particularly as a financial planner, assisting professionals and entrepreneurs from the South Shore of Montreal. As part of his duties at fdp, he applies his experience and listening skills to serve his clients and offer them personalized advice based […]
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20 June 2022
Éva LavoieDistinguished by her rigour and her exemplary team spirit, Éva Lavoie has been providing outstanding service to the firm’s clients for many years. She joined the fdp team in 2013 and has held various positions, including wealth management assistant in the Quebec City region. Now a wealth management advisor, Ms. Lavoie, fully aware of her […]
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20 June 2022
Mathieu Gauthier-TremblayFollowing a career of nearly ten years in the paramedical field, Mathieu Gauthier-Tremblay switched to finance in 2021 where he worked for a major Quebec financial institution. In 2022, he joined the fdp – Wealth Management team as a client relationship advisor. Mr. Gauthier-Tremblay stands out for his particularly human, meticulous and honest approach, resulting […]
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20 June 2022
Nicolas DoyonNicolas Doyon has held various advisory services positions with Canadian financial institutions since 2012. His enthusiasm and familiarity with the industry led him to join the fdp team in 2020 as a wealth management assistant. In 2022, he stands out for his professionalism, his rigour and his excellent customer service. He now been appointed client […]
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08 June 2022
Marisa CobuzziMarisa Cobuzzi began her career with major Canadian financial institutions as an investment advisor in 2005. Since 2012, she has focused on serving a clientele of physicians and has built a solid reputation with them. As a wealth management advisor at fdp Private Management, Marisa Cobuzzi draws on her skills to serve her clients and […]
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09 March 2022
David RaymondSince 2010, David Raymond has pursued a career in the financial world, working for major Canadian institutions. He has also worked in the brokerage world and has advised doctors and healthcare professionals on managing their wealth. As a Portfolio Manager at fdp Private Wealth Management, he puts his knowledge and know-how to work for his […]
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07 February 2022
Patrick DuchesnePatrick Duchesne sits on the boards of directors of Professionals’ Financial – Private Management. As Vice-President, Finance and Operations, Patrick Duchesne is responsible for finance, accounting and risk management as well as for operational efficiency, quality control, process optimization, performance measures and business continuity, in order to help fdp achieve its objectives and improve the […]
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10 January 2022
Skandar KhalfatSince 2008, Skandar Khalfat has acquired experience in finance with major Canadian institutions, particularly in financial and retirement planning. His expertise and active listening enable him to develop a personalized action plan so that his clients can achieve their financial and retirement goals with complete peace of mind. Mr. Khalfat holds a Bachelor of Commerce […]
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10 January 2022
Angelo ShoushaAngelo Shousha has had a career in finance since 2006. He has held various positions, including financial advisor and planner with several major Canadian financial institutions. In particular, he guides and assists a clientele of doctors and other professionals. With his expertise and in-depth knowledge of his clients’ needs and expectations, he is able to […]
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07 September 2021
Me Pierre-Luc DesgagnéMe Pierre-Luc Desgagné sits on the boards of directors of Professionals’ Financial and Professionals’ Financial – Mutual Funds. During his career, Me Pierre-Luc Desgagné was a partner in a large Quebec law firm, where he developed expertise in business law. Prior to that, he held several management positions during his 16 years with Hydro-Québec, including […]
