As an advisor, Marc’s expertise lies in connecting with and truly understanding every client and their needs. He’s spent the past two decades building a reputation as a trusted advisor for wealthy families and healthcare professionals as they move through their careers. It shows in the long-term relationships he’s developed over his own career.
Marc started as a financial planner with the Investors Group in 2001. After receiving a degree in financial planning from Université Laval in 2005, Marc fine-tuned his practice to focus on healthcare professionals, a group that had recently been given the ability to incorporate, guiding them with advice on wealth accumulation, wealth preservation, risk management (including insurance), and cash flow management. Drawn to Richardson Wealth’s approach to serving their clients with a wide array of investment choices, Marc brought his practice to the firm in 2016, expanding on his offering and leveraging the firm’s in-house resources.
In addition to degrees from Université de Montréal and Université Laval, Certificate in Advanced Investment Advice, the Chartered Investment Manager (CIM) designation, Financial Planner (F. Pl) and Bachelor of Science (B. SC.)
Marc is an outdoor enthusiast. In his spare time, he enjoys downhill skiing and hiking. He also enjoys fine dining where in Montreal, the choices are endless.