Our Team

François aims to offer the best asset management advice for his clients as well as the development of a long-term financial plan for them.

A graduate in business administration from the École des Hautes Études Commerciales (HEC) and enjoying a solid education in securities, François combines his skills with his experience of more than 20 years in the industry to build a privileged relationship with his clients. He occupies the strategic position of resident investment advisor, thus benefiting from a relationship with BMO Nesbitt Burns and the Bank of Montreal, which allows him to benefit from a wide range of financial services to offer a complete and personalized retirement solution. to its customers. He has a particular interest and strong expertise in fixed income products/solutions as well as private wealth management.

In his free time, François likes to practice several sports including skiing, hockey, and mountain biking. He also likes to travel a lot. He lives in Montérégie with his spouse and are parents of 2 young adults.

Andrée goes back to the late 1980s with Bank of Montreal, when she was a university student. Since then, she developed her expertise through various assignments within the organization before settling for the field where she finds the highest degree of personal and professional fulfillment, i.e., customer service and investments along with wealth management.

Andrée has the experience and all the training required to properly carry out her role. Since January 2005, she has been teaming with François and serving his clients with the utmost dedication. While taking on a variety of duties, she is constantly seeking financial products that will benefit clients in different economic environments.

Now that her three children are grown up, she has more free time to hone her golfing skills and practice other outdoor sports. An inquisitive mind, she enjoys discovering new cultures on her travels.