Team

The strength of a complementary team

To offer a distinctive service to our clients and gain in efficiency, we combine our complementary strengths: the expertise of an investment advisor with many years of experience in the financial field and the know-how of an investment representative who masters the art of exceeding our clients' expectations. Take a few minutes to learn more about us:

Rémi Lalonde Defilippi, BBA (Fin)

Investment Advisor

A graduate of Business Administration-Finance at Université du Québec à Montréal & HEC Montréal, Rémi has held several positions in the financial industry, during which he acquired valuable experience and a more in depth knowledge of the financial world. One of Rémi’s greatest qualities is his exceptional work ethic. In his spare time, Rémi is passionate about hiking and tennis.

Drawing on shared values to build trusting relationships

 
Émilie and I share the same values, and these translate in every interaction with our clients: 
 
Accessibility
We are accessible not only because we are dedicated and available, but also because we strive to communicate clearly and concisely with no financial jargon. 
 
Rigorousness and intellectual integrity
We take the time to get things right, we care about details, and we validate our research and analyses several times before sharing them with our clients.
 
Professionalism
We strive for excellence, and we abide by our industry’s highest standards of conduct.
 
Confidentiality and transparency
We do our utmost to protect our clients' information and to earn their trust. We are transparent; we disclose all fees and we maintain high-quality communication, even when the news is negative.  
 
Meet our collaborators