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Contact Us

Richard Lefebvre
Paul Younan
Claude Bastien
Nicole Gagnon

Address
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
Map

Education:
  • Bachelor of Business Administration(B.B.A.), École des Hautes Études Commerciales (HEC), Montreal, Canada
  • Fellow of CSI (FCSI)
  • , Canadian Securities Institute, Montreal, Canada

    Languages Spoken:
    English, French


    Specialities

  • Team based approach
  • Actively managed, income oriented portfolios
  • Access to best-in-class BMO Nesbitt Burns equity research according to Brendon Woods

    Who we are

    We are a team of three:
  • Richard Lefebvre, Investment Advisor, Assistant Branch Manager
  • Paul Younan, Associate Investment Advisor
  • Nicole Gagnon, Administrative Assistant


  • Please refer to the our team link for more detailed information on our team.


    What we do

    We manage portfolios for a wide array of clients. Our clients can vary from young professionals, looking to grow their net worth through systematic saving plans, to seasoned entrepreneurs, who are thinking to retire soon and looking for a conservative income oriented approach.

    We always strive to provide the best possible services for all individuals regardless of their account size. We will never turn down an account for a client that shows us the capacity and the will to build and growth his account with us.

    How we do it

    We manage our client’s money in two ways: On a fee basis or a commission basis.