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Our Team

Max Dunberry

Max Dunberry, M.Eng., MBA, CIM

Investment Advisor
Associate Portfolio Manager 

Tel: 450-978-6618
Fax: 450-978-6625
Email : Max Dunberry
With Masters degrees in Engineering and Business Administration, and 22 years of investment advisory experience, Max is the trusted advisor of several small and large business leaders in the Greater Montreal area. 
A careful analyst with a rational approach to stock markets, he develops clear, detailed and customized investment solutions.
Beyond portfolio management, he supports his clients in developing and implementing their business succession, retirement and estate plans.  
 
Alexandre Lajoie

Alexandre Lajoie, Fin. Pl., CIM

Wealth Advisor
Associate Portfolio Manager

Tel: 450-978-6620
Fax: 450-978-6625
Email: Alexandre Lajoie
A HEC graduate in Business Administration, Finance, Alexandre has close to 20 years of asset and wealth management experience, including 14 with the Dunberry Lajoie team. For him, financial advice is above all a matter of relationship. Building helpful, supportive and trusting relationships is the cornerstone of his practice. This is the spirit with which he guides his clients, mainly business owners and executives, as well as health professionals (physicians and pharmacists).
Moreover, he holds a Certified Financial Planner designation from the Institut québécois de la planification financière (IQPF) and a Chartered Investment Manager designation from the Canadian Securities Institute (CSI).
 
Frédéric Tremblay

Frédéric Tremblay, BBA, Fin. Pl.

Associate Investment Advisor

Tel: 450-978-0594
Fax: 450-978-6625
Email: Frédéric Tremblay
Frédéric joined our team five years ago after  a 20-year career in finance with the Bank of Montreal. A Business Administration graduate, Investment Advisor, Financial Planner (IQPF) and Chartered Investment Manager (CSI), his holistic approach to wealth management takes into account every aspect of his clients’ lives, allowing him to meet all their needs with a single, integrated solution.
On a daily basis, he helps individuals, professionals and families gain control over their finances and acquire savings habits that will enable them to build their wealth. 
 
Donna Merineau

Donna Merineau


Tel: 450-978-6629
Fax: 450-978-6625
Email : Donna Merineau
An inspiration to the entire team, Donna has been working in financial services for more than 30 years, including 9 as Branch Administrator in Laval. She is the living memory of our advisors and clients, with whom she has developed a pleasant and trusting relationship.
 
Annie trudel

Annie Trudel


Tel: 450-978-3153
Fax: 450-978-6625
Email: Annie Trudel
With 13 years of experience, including 9 in banking services, Annie has a remarkable command of the ins and outs of delivering outstanding service. You can always contact her for any questions about your accounts and transactions. 
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