For the management of your wealth, demand experts who understand your reality. At the Financial, a complete team of advisors is trained to respond to your needs and to assist you throughout your personal and professional life.
Montréal
Patrick DiotteB.SC., B.A.A., Adm.A, F. Pl.Wealth Management Advisor, Professionals Financial - Private Management
Brossard
Fabrice LaquesB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Laval
François BalcerB.B.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Québec City
Yannick BernierB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Steve CastonguayB.A.A., CIMTM, FCSITM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Frédérique Dandois FafardB.B.A., F.Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Maxime DemersB.A.A., CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Marie-Pier DroletMBA, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Sherbrooke
Steve LamontagneB.A.A., F. Pl., CIM®Wealth Management Advisor, Professionals Financial - Private Management
Louis NadeauB.A.A.,CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
For students
Are you a student in architecture? Our team of advisors can guide you through this stage of life and support you in achieving your financial goals.
Montreal area
Philippe BeaudryOLY, B. Comm., CIMMD, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Quebec / Estrie region and Eastern Quebec
- Frédérique Dandois FafardB.B.A., F.Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
