Archives: Employés

• 17 July 2018

  
  Yannick Tanguay

  Involved in finance since the early 2000s, Yannick Tanguay worked for several major financial institutions as a financial planner and as a portfolio manager. He obtained his Bachelor’s degree in Business Administration from the Université du Québec à Montréal (2003) and holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2004). […]

• 17 July 2018

  
  Catherine Cloutier

  Holder of a bachelor’s degree in law from the Université de Sherbrooke (2011), Mtre Catherine Cloutier earned her diploma in Notarial Law from the same university (2012). She also obtained certification in non-contentious procedures (2013). Having acquired her work experience in a private notary’s office, Mtre Cloutier brings her knowledge, her discipline and her diligence […]

• 05 July 2018

  
  David Lafleur

  After studying at HEC Montréal, where he obtained a Bachelor’s degree in Business Administration (2014) and a Personal Financial Planning certificate (2016), David Lafleur obtained the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2016). Currently continuing his studies with a view to obtaining the Chartered Investment Manager (CIM®) designation, David serves […]

• 15 June 2018

  
  Yannick Bernier

  Over the course of his career in finance, Yannick Bernier has held various client advisory positions with recognized financial institutions. Since 2007, he has served the needs of a diverse clientele, including business professionals, providing them with tax, retirement planning and estate planning advice. Holder of a Bachelor’s degree in Business Administration from the Université […]

• 08 June 2018

  
  André Daoud

  André Daoud is in charge of IT planning as well as systems infrastructure and IT project rollout and management for the Financial. He is responsible for developing and implementing comprehensive IT solutions to meet business, technical, operational and regulatory requirements. Holder of a Bachelor’s degree in Information Technology Management from the Université du Québec à […]

• 12 April 2017

  
  Alain Dugal

  Mr. Alain Dugal sits on the boards of Professionals’ Financial, Professionals’ Financial – Mutual Funds and Professionals’ Financial – Private Management. During his successful 35-year career with PwC, Mr. Dugal held various positions and performed key mandates. From 1998 to 2014, he led the financial institutions practice for Quebec and in 2003, he was elected to […]

• 16 February 2017

  
  Marie-Hélène Gagnon

  Holder of a Bachelor’s degree in International Business from McGill University (2009), Marie-Hélène Gagnon also holds the Financial Planner designation from the Institut québécois de planification financière (IQPF) (2016). She acquired her experience in finance with a major Canadian institution and then joined fdp Private Wealth Management in 2011 where her dynamic approach and her […]

• 03 February 2017

  
  Steve Castonguay

  Steve Castonguay acquired his financial experience with a major Quebec institution namely as a financial planner serving professionals. He holds a Bachelor of Business Administration degree from the Université du Québec à Rimouski (2007) and a Master of Business Administration degree from the Université de Laval (2020). Already holding the Financial Planner designation from the […]

• 27 May 2016

  
  André Sirard

  André Sirard joined fdp Private Wealth Management in January 2009 as President and Chief Executive Officer. During his 35-year career in the investment industry, Mr. Sirard performed various functions with companies serving wealthy private clients and institutions. He worked in portfolio management (fixed-income securities and tactical asset allocation), customer service and business development, and held […]

• 27 May 2016

  
  Benoit Morin

  Benoit Morin sits on the boards of Professionals’ Financial and Professionals’ Financial – Mutual Funds since 2020. A Fellow of the Ordre des pharmaciens du Québec since 2017, Benoit Morin served as a director of the Ordre for three years. He also sat on the board of directors of the AQPP for six years before […]