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.
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
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.
Wealth Manager
T 450-582-8316
Languages: French, English
After working on the ground in financial markets, Jean-Philippe decided to put his knowledge to good use helping our clientele manage their investments.
He works closely with others to conduct company analyses and helps the portfolio manager select products. He's also involved in business development and investor relations.
Assistant Wealth Management Advisor
T 450-582-8189 ext. 5031315
Languages: French
Véronique joined our team in 2016. She has a BA in education, a certificate in financial planning and over 12 years of experience in financial services. She stands out for her focus on client service.
As an associate advisor, her role is to interpret our team investment philosophy so she can provide investment recommendations to our clients and help them manage their wealth.
She also handles our team administration and closely monitors client files.
Her work on our team adds real value for our clients and she provides fundamental support to the team by providing efficient and personalized answers to client requests.
275 Beaudry Nord
Suite 101
Joliette (Québec)
J6E 6A7
450-759-4118 Toll-free : 1-866-759-4118Fax : 450-759-2945
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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 wealth managers