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11 November 2020
Pierre-Luc CollinInterested 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 […]
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10 August 2020
Julie MarcotteJulie Marcotte has been involved in the financial world since 1994 and has held positions as an investment advisor and financial planner, most notably with a large Canadian financial institution that provided services to a clientele of physicians. At fdp Private Wealth Management, she enthusiastically puts her expertise and passion for the profession to work […]
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02 June 2020
Jean St-PierreWell established in his region, Jean St-Pierre started and continued his career in finance there with a large Québec institution from 1995 to 2020. He acquired extensive knowledge of the needs of his Rimouski clientele and, as an advisor and then a financial planner, he responded to those needs with tailored solutions. Mr. St-Pierre holds […]
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22 April 2020
Jean-Sébastien LeclercHis work experience as a real estate broker enabled him to appreciate the value of impeccable customer service, a principle that he puts into practice daily at the Financial. Holding the designation of Financial Planner designation from the Institut Québécois de planification financière (2020), Jean-Sébastien Leclerc decided to turn to our clientele of young professionals […]
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19 December 2019
Michel Y. GaudreauMtre Michel Y. Gaudreau sits on the boards of directors of Professionals’ Financial and of Professionals’ Financial – Mutual Funds. As a notary, legal advisor and consultant, Mtre Gaudreau has extensive private-practice experience in business law and corporate, commercial and institutional law, as well as estate planning and settlement. He was a partner in the […]
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15 November 2019
Sébastien MartelSince the start of his career in 2000, Sébastien Martel’s interest in finance has continued to grow and has resulted in mandates that he has carried out with rigour and professionalism, as both a trader and a portfolio manager. Motivated and results oriented, he has gone above and beyond to achieve his objectives. He acquired […]
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12 September 2019
Guillaume NadeauHead of the Eastern Quebec team, Guillaume Nadeau is responsible for the coaching, training and mobilization of our wealth management advisors and assistants. Mr. Nadeau has been involved in finance since 2003 and, throughout his professional career, he has stood out for his determination and his rigour. Both with Desjardins Group, where he held various […]
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14 February 2019
Olga VittHolder of a Bachelor’s degree in Business Administration (with specialization in market finance) from HEC Montréal (2011), Olga Vitt also holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2013). She has worked in finance since 2010 and has held advisor and financial planner positions, including with a major Canadian financial […]
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13 November 2018
Youssra BensalmaHolder of a Bachelor’s degree in Business Administration with specialization in Finance from the Université du Québec à Montréal (2017), Ms. Bensalma acquired her work experience with a major Quebec financial institution, where she held the positions of advisor and financial services officer serving individual clients. Distinguished by her strong organizational skills and her drive, […]
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18 July 2018
Yann FuricAs Portfolio Manager, Asset Allocation and Alternative Strategies, for different mutual fund mandates, Yann Furic defines the strategy and the investment processes for the funds under his responsibility and supervises their implementation. He is also responsible for the assessment of extra-financial risks (environmental risks, among others) associated with the types of investments he manages. An […]
