François-Étienne Levesque is a financial planner. He is able to leverage his academic background and 10 years of experience to serve entrepreneurs, professionals, and wealthy retirees in Greater Montreal. Over the years he has realized that many well-off clients have not taken advantage of tax-saving strategies in their planning and investment strategies. That’s why he’s pursued a master’s degree in taxation and made this a pillar of his service offering. He is a member of the Institut québécois de planification financière (IQPF), the Chambre de la sécurité financière (CSF), the Autorité des marchés financiers (AMF), and the Association de planification fiscale et financière (APFF).

Matthew Di Paolo is a graduate of Concordia University's John Molson School of Business, where he earned a Bachelor of Commerce with a major in Finance. Through his co-operative education experience, he gained practical exposure to the business and financial services industries.

Passionate about client service and financial markets, Matthew brings professionalism, energy, and strong organizational skills to our team. He plays a key role in supporting day-to-day operations and helps ensure that every client receives efficient, personalized, and high-quality service.