Our Team

Kevin Roy

Senior Investment Advisor

I have been an advisor managing portfolios for the past 29 years. Of the 29 years with the firm, the  last 15 have been as a Senior Investment Advisor and member of the President’s Council. In addition to the Canadian Securities Institute (CSI) course, I have also completed the Senior Partners & Directing Officers Course, the Ontario Professional Financial Planning Course and the Series 38 &  63 of the US Registered Representatives license.

Josée Fradette, BAA, MBA

Business Development

Josée has more than 15 years of experience in the financial and investment industry. She joined us in 2016. She worked as an investment analyst, Investor Relations analyst, accountant and client services representative.  Upon the end of her training, she will be involved in our advisory team concerning portfolio management as well as ongoing client relations. She has completed several investment courses and has a bachelor degree and Master’degree in Business Administration specialised in financial services, investment and portfolio management option.

Tracey St-Pierre

Administrative Assistant

She has 10 years of experience with the Bank of Montreal and has been  with BMO Nesbitt Burns for the past 15 years. She has completed a Bachelor of Commerce degree with a Major in Management at Concordia University. As an investment representative, she provides all administrative support  and day-to-day client service.