Portfolio Manager, Investment Advisor
Julie is responsible for researching, examining and preparing client portfolios. She oversees business development and relationships with investors.
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.
Languages: French, English
Alexandre has been an entrepreneur in the Montreal area for more than 10 years and has a unique perspective of the needs of our business clientele. He has a background in financial management from HEC Montréal, and enjoys keeping an eye on the financial markets.
Alexandre does detailed research and assessments of the companies we select and supports managers in their choice of products.