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11 April 2023
Olivia KubickiHolder 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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11 April 2023
Mathieu SabourinHolder 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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06 April 2023
Carole ChapdelaineMs. 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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18 October 2022
Kathleen PelletierSince 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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29 August 2022
Claire ChouinardWith 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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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-TremblayWith nearly ten years of experience as a paramedic and manager, Mathieu Gauthier-Tremblay shifted his focus to finance in 2021, with a major Quebec financial institution. He joined fdp Private Management in June 2022 as an advisor, before accepting a short-term consulting assignment in 2025 with a clientele consisting mainly of healthcare professionals. He then […]
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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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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 […]
