Your team ⋆ Financière des professionnels

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
Brossard
Laval
Québec City
Sherbrooke
For resident doctors

Montréal

Philippe Beaudry
OLY, B. Comm., CIM^MD, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7246
1 888 377-7337
Patrick Diotte
B.SC., B.A.A., Adm.A, F. Pl.
Wealth Management Advisor, Professionals Financial - Private Management
T 514 350-5167
1 888 377-7337
Robert Duquet
B.A., F. Pl.
Wealth Management Advisor, Professionals Financial - Private Management
T 514 350-5163
1 888 377-7337
Yves Fournier
MBA, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5067
1 888 377-7337
Saber Gallali
B.A.A., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5083
1 888 377-7337
Sébastien Harvey
M.Sc., CIM^TM, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7056
1 800 361-3794
Audrey Lopez de la Osa
M.Sc., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-6335
1 888 377-7337
Maurice Salameh
B.COMM., CIM^TM, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5055
1 888 377-7337
Vincent Simard
B.A.A., CIM^TM, F. Pl.
Wealth Management Advisor, Professionals Financial - Private Management
T 514 350-5086
1 800 361-3794

Brossard

Kathleen Berry
M. ADM., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5272
1 888 377-7337
Raphaël Hainault
B.A.A., D. Fisc., CIM^TM, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7059
1 888 377-7337
Fabrice Laques
B.A.A., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5046
1 888 377-7337
Michel Pitre
MBA., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-5043
1 888 377-7337

Laval

François Balcer
B.B.A., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514-350-4894
1 888 377-7337
Hany Malek
B.B.A, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7887
1 888 377-7337

Québec City

Yannick Bernier
B.A.A., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 418 704-8177
1 800 720-4244, p. 305
Steve Castonguay
B.A.A., CIM^TM, FCSI^TM, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 418 658-7143
1 800 720-4244, p. 318
Frédérique Dandois Fafard
B.B.A., F.Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 418 704-8179
1 800 720-4244, p. 322
Lise Giguère
F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 418 658-3040
1 800 720-4244, p. 306
Hélène Rodrigue
F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 418 658-7311
1 800 720-4244, p. 315

Sherbrooke

Steve Lamontagne
B.A.A., F. Pl., CIM®
Wealth Management Advisor, Professionals Financial - Private Management
T 819 564-3416
1 866 564-0909, p. 501
Louis Nadeau
B.A.A.,CIM^TM, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 819 564-9503
1 866 564-0909, p. 503

For resident doctors

Are you a medical student or resident doctor? Our team of advisors can guide you through this stage of life and support you in achieving your financial goals.

Montreal area

Philippe Beaudry
OLY, B. Comm., CIM^MD, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7246
1 888 377-7337
David Lafleur
B.A.A., F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
T 514 350-7892
1 888 377-7337