Annie Deveault
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 514.989.4865

Annie is a graduate in Finance from Concordia University and received her Portfolio Manager designation in 2009. With more than 12 years of experience Annie offers advice to our clients who have accumulated significant wealth in order to provide sophisticated solutions to meet their complex needs.

Nicolina Iodice
Assistant
Tel: 514.989.4833

Lina is the first point of contact for all inquiries related to the administration of client accounts. She holds a Certificate in Administration from Concordia University, and had more than 21 years of experience in the securities sector.