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
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Philippe BeaudryOLY, B. Comm., CIMMD, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Patrick DiotteB.SC., B.A.A., Adm.A, F. Pl.Wealth Management Advisor, Professionals Financial - Private Management
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Saber GallaliB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Sébastien HarveyM.Sc., CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Audrey Lopez de la OsaM.Sc., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Maurice SalamehB.COMM., CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Vincent SimardB.A.A., CIMTM, F. Pl.Wealth Management Advisor, Professionals Financial - Private Management
Brossard
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Kathleen BerryM. ADM., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Raphaël HainaultB.A.A., D. Fisc., CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Fabrice LaquesB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Laval
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François BalcerB.B.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Québec City
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Yannick BernierB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Steve CastonguayMBA, CIMTM, FCSITM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Frédérique Dandois FafardB.B.A., F.Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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Sherbrooke
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Steve LamontagneB.A.A., F. Pl., CIM®Wealth Management Advisor, Professionals Financial - Private Management
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Louis NadeauB.A.A.,CIMTM, F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
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
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Philippe BeaudryOLY, B. Comm., CIMMD, F. Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
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David LafleurB.A.A., F. Pl.Wealth Management Advisor, Professionals' Financial - Private Management
Quebec / Estrie region and Eastern Quebec
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Frédérique Dandois FafardB.B.A., F.Pl.
Wealth Management Advisor, Professionals' Financial - Private Management
