Wealth Manager
T 450-582-2005
Languages: French, English
With his entrepreneurial experience, he's able to offer insight and solutions that are well-adapted to the needs of our business clients.
Alexandre does detailed research and assessments of the companies we select and supports managers in their choice of products.
We believe in responsible investment, without compromising our clients' financial returns. ESG criteria help us support businesses that promote sustainable development and respect social and human responsibilities. These align perfectly with our values.
We are a team of portfolio and wealth management specialists, and are known for our rigorous approach when choosing securities, our structured monitoring and client relationships.
Julie Lafrenières's Team stands out for:
Relationship building is one of our core values.
We believe in relationships based on integrity. We believe in the importance of a clear understanding of your needs and risk tolerance. We believe in transparency.
Three key words:
Our clientele comprises primarily of affluent and wealthy families, professionals and business people.
Our expertise
Portfolio Manager, Wealth Manager
T 450-582-8878
Languages: French
Her professionalism and energy make her a qualified specialist and sought after among investors.
In addition to her responsibilities in research, analysis and setting up client portfolios, Julie takes care of business development and investor relations.
Investment Assistant
T 450-582-8189 ext. 5031315
Languages: French
Véronique has a bachelor’s degree in education and is a certified financial planner. She joined the team in 2016, has over nine years of financial services experience and is passionate about customer service. In her current role, she oversees administration and ensures follow-up for tasks and files. She is a valued member of the team, taking a personalized approach when responding to customer requests and supporting the needs of the team.
275 Beaudry Nord
Suite 101
Joliette (Québec)
J6E 6A7
450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945
Route List of investment advisors
440, Notre-Dame Street,
Suite 104
Repentigny (Québec)
J6A 2T4
450-582-7528 Toll-free : 1-888-482-7528Fax : 450-582-7307
Route List of investment advisors