With over 25 years of experience in the financial sector, Marc has always been able to offer his clients innovative solutions that are in line with their objectives. Graduate from McGill University in Sciences (Maths), he holds some of the most respected professional titles of the industry, such as Fellow of the Canadian Securities Institute (FCSI), Financial Planner (Pl. Fin.), Portfolio Manager, Responsable investment specialist (RIS), as well as Certified Administrator (Adm. A.). Thanks to his expertise, Marc can make sure to bring to his clients tailored strategies made to reach and surpass their life projects.
Sandy has over 10 years of experience in administration and in precise and complex management of an affluent clientele’s needs. Graduate in secretarial studies as well as in accounting, she recently obtained her Investment Advisor associate license through the Canadian Securities Institute. Sandy knows how to put her expertise to fruition in order to deliver exceptional service to her clients, no matter what the situation. She is a cornerstone in establishing and maintaining client relationships of the team.
Manuela has over five years of experience in portfolio and market analysis. A graduate from HEC Montreal in business administration and specialized in market finance, she recently completed the three levels of the CFA exam and obtained the prestigious Chartered Financial Analyst designation. Manuela adds value to the team and to our clients through her careful analysis of market trends, the monitoring of daily performance, as well as managing financial transactions.