Luc Blanchard, FCPA
Senior Wealth Advisor
Luc founded his practice in 1990, back when the standard was to brokers who executed their clients’ orders. He quickly became aware of people’s need to be taken charge of by a trustworthy person and directed his efforts towards the development of a holistic approach based on wealth management.
The development of long term relationships is a priority for Luc, equally with his clients and team members. He is the advisor to the 3rd generation of some of the families that he serves. He also adopted certain measures to ensure the sustainability of his business, including the development of a cohesive team that is able to grow in strength and effectiveness.
Luc is a man of commitment and his presence is greatly felt in the community. He was Campaign president for the United Way, Chairman of the Board of the Eastern Townships Chartered Accountants, as well as Chairman of the Board of the Sherbrooke Symphony Orchestra (OSS). As president of the Sherbrooke Athletics Club, he also organized the Canadian Junior Track and Field Championships in July 2006, for which he was named "Executive of the Year" by the Quebec Athletics Federation at their 2006 Gala Athlétas and Gala Sports Québec.
Furthermore, on September 17th 2006, he was appointed Honorary Lieutenant Colonel for the 35 Signal Regiment, a Primary Reserve unit of the Canadian Armed Forces. Since 2013, he is involved in the Organizing Committee of the Fondation du CHUS’ Gourmet Dinner and the BRP/Cascades yearly golf tournament. He is also a Board Member of the Eastern Townships Community Foundation’s Investment Committee and a member of Anges Québec.
Geneviève Blanchard, B.Comm., F.Pl., CIM
Senior Wealth Advisor and Financial Planner
While completing her Bachelor of Commerce degree at McGill University (with a major in Finance and a minor in Environment), Geneviève works with the group on several projects until 2013, when she officially joins the team as an Associate Wealth Advisor.
Geneviève is a passionate and professional person who quickly wins people’s trust. In addition to providing a high-level wealth management advice, she joins Luc in the business development. Her unique expertise in responsible investment and behavioral finance is attracting increasing interest and adds value to the team.
Her contribution extends not only to her role as manager. The year 2015 is a pivotal year for her and for the team, as she takes in charge the repositioning of the group's image, which materializes in April 2015. It is then renamed under the name of Blanchard Group-Wealth Adviosry. This year also marks the beginning of Ölistik, an organic vegetable farm, which she founded with her husband Antoine. This professional experience gives her an entrepreneurial perspective that is highly appreciated by business owners among our clients.
Marjo (Sherbr) Côté
Efficient and always devoted to our customers since 2007, Marjolaine plays a very important role in the administration of your accounts and manages all administrative and operational matters with great competence and discretion. You can contact her at any time and she will be happy to help you.
Associate Investment Advisor
Alexandre has been a part of the BMO Fiancial Group since 2014, starting as a Money Market oprations representative (Europe and Asia), and then as a Financial Services Manager within a BMO branch.
He has joined the BMO Wealth Management division of BMO Nesbitt Burns in 2018. He is a graduate of the University of Sherbrooke in finance, and is now completing a series of specialized courses with the Canadian Securities Institute.
Alexandre's mandate is to provide you with front-line advisory services as well as support to senior advisors. Through his exceptional determination and versatility, he has proven to be an indispensable asset for both the team and our clients.
Marie-Pier has joined our team on April 2021. She has 5 years of experience in the field of wealth management as an administrative assistant and as deputy advisor of a large Canadian financial institution.
Marie-Pier will be in charge of operations and liquidity management as well as scheduling appointments. She will also be your #1 resource when you contact us by phone. Shortly, Marie-Pier will be the new voice of the office.