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Jérôme Clermont
Passionate about the financial industry, Jérôme Clermont acquired his experience in customer service while working for a large Canadian financial institution. He joined the fdp team in 2018 as a wealth management assistant. Since 2019, he has held the position of assistant advisor, working closely with Sébastien Harvey, wealth management advisor, to provide unparalleled service […]
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Alexandre Carrière
Distinguished by his support and his unparalleled communication skills, Alexandre Carrière has developed a very personalized approach to customer service. His interest in the world of finance led him to join the fdp team in 2016 as a wealth management assistant. An assistant advisor since 2019 as part of wealth management advisor Raphaël Hainault’s team, […]
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Anik Bellemare
Mtre Bellemare holds a Bachelor’s degree in law from the Université de Montréal (2010) and a diploma in notarial law from the Université de Sherbrooke (2012). She acquired her work experience with several well-established private notary firms in the Montreal area, mainly in traditional practice, and particularly in real estate law and family and couple […]
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Nicolas Karaoglanian
From his beginnings in finance, Nicolas Karaoglanian has shown exceptional dynamism. He has held various positions, including director of financial services, advisor and financial planner with several major Canadian financial institutions, serving in particular a clientele of physicians and other professionals. Throughout his career, Mr. Karaoglanian has strived for proximity with his clients in order […]
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Dr Vincent Oliva, M.D.
Dr. Vincent Oliva is chairman of the board of Professionals’ Financial, as well as a director of Professionals’ Financial – Mutual Funds and of Professionals’ Financial – Private Management. An interventional radiologist in university hospitals for 30 years, Dr. Vincent Oliva was president of the Association des radiologistes du Québec for five years and a […]
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Christian Lemay
Originally from the Sherbrooke region, Christian Lemay also studied there. In 2000, he established himself in his community as a financial planner for a major Canadian financial institution. Known for his dynamism and his keen interest in his clients, Mr. Lemay draws on his experience and his proven skills to set up customized action plans […]
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Jonathan Thomas
Working in finance since 2008, and holder of the designation of Chartered Investment Manager (CIM®) from the CSI (2023), Jonathan Thomas has been involved in many of its aspects including banking, financing and investment products, as well as the structuring of portfolios. He joined the fdp team in 2019 as a wealth management assistant and, […]
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Anie Sansoucy
Anie Sansoucy holds the Financial Planner designation from the Institut québécois de la planification financière (IQPF) (2003). Holder of a certificate in financial planning from UQAM (2002), she also took the Canadian Securities Course (CSC) (1998). Ms. Sansoucy has worked in the financial industry for almost 20 years. She has held various positions in large […]
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Guillaume Deschenes
Guillaume Deschenes holds a Bachelor’s degree in Business Administration (B.A.A.) with specialization in finance from UQTR (2005), the Financial Planner designation from the IQPF; a specialization in securities; as well as the Chartered Investment Manager designation (CIM®) (2022). He is also Fellow of CSI (FCSI®) (2023), which is the most senior credential in Canadian financial […]
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Pierre-Luc Collin
Interested in finance very early on, Pierre-Luc Collin obtained his bachelor’s degree in business administration with a concentration in financial services from Laval University (2017). His work as a personal finance advisor in a large Quebec institution enabled him to acquire a very good knowledge of the savings and credit needs of his clients. With […]