Our Team

Louis-Philippe worked for 10 years as an account manager for various companies. With his experience in business portfolio management, he has mastered the art of identifying the success factors of business. He began buying stocks at the age of 16 and over the years has acquired solid financial market expertise. His excellent reputation for sound investment decisions is due to his instincts and financial analysis skills. Louis-Philippe’s areas of specialization are retirement, real estate and business. He embodies the group’s passionate and pragmatic side. He holds a bachelor’s degree in market finance from HEC Montréal and the Financial Planner designation from the IQPF.

Julien has worked in financial risk management and corporate finance for more than 10 years. His banking experience includes involvement in the financing of numerous international transactions and business acquisition projects. He is passionate about entrepreneurship and understands the needs of business leaders. As a member of a family of entrepreneurs and a former business owner, he excels at finding wealth levers. He is noted for placing special emphasis on his clients’ financial education. Julien specializes in portfolio management and securities research. He embodies the group’s analytical and creative side. He holds a bachelor’s degree in business administration, the Chartered Financial Analyst designation from the CFA Institute as well as an options license.

 Jean has been an investment advisor for more than 25 years. In addition to being an expert in natural resources and small caps, he is a go-to person for niche investment strategies, including preferred shares, convertible debentures, private placements and new issuances. This accomplished athlete, art aficionado and stock market maven bought his first mining shares as a teenager. Since then, he has been constantly generating original investment ideas. Jean constantly reads about financial markets, geopolitical developments and major trends. He represents the group’s intellectual and curious side. He has a bachelor’s degree in finance from Queen’s University in Kingston and a master’s degree in international relations from Laval University in Quebec City as well as an options licence.  

Justine has eight years of experience in securities. With her investment and wealth management knowledge, she executes transactions, produces investment reports and ensures portfolio compliance in a meticulous, efficient manner. She is adept at identifying client needs and providing customized service. With a passion for languages, Justine is fluent in English, French and Spanish. She represents the group’s communicative, caring side. She holds a bachelor’s degree in economics from the University of Piura in Peru and a Global Business MBA from Laval University as well as an Investment Representative licence.