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Our Team

Executive Team

CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager
President & Chief Financial Officer
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
CIM®, FCSI®
Chief Operating Officer
CIM®, FCSI®
Chief Compliance Officer

Montreal Team

CFA
Wealth Management Advisor, Portfolio Manager
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
CIM
Senior Wealth Management Advisor, Portfolio Manager
Senior Wealth Management Associate
Wealth Management Associate
Wealth Management Associate
Analyst

Brossard Team

Wealth Management Advisor
Client Services Representative

Pointe-Claire Team

BComm Finance
Wealth Management Advisor & Associate Portfolio Manager
B.A. Econ
Wealth Management Advisor
BComm Finance
Wealth Management Advisor
Wealth Management Associate

Calgary Team

CIM®, CFP®, FCSI®
Wealth Management Advisor, Portfolio Manager
B.A. Commerce
Wealth Management Advisor
CIM®, FCSI®
Wealth Management Advisor, Portfolio Manager, Branch Manager – Calgary
CIM®, FCSI®
Chief Operating Officer
Wealth Management Associate
CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager

Operations & Administration

Contact Us

Let us know how we can assist you.

Our Offices

Westmount Head Office
Montreal – West Island
Montreal – South Shore
Calgary

Westmount Head Office

Address
4420 St. Catherine Street W
Westmount, Quebec H3Z 1R2 Canada
Telephone
514-934-0586
Telephone
1-800-811-0527

Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527

Montreal – South Shore

Address
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
Telephone
450-321-0001
Telephone
1-800-811-0527

Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949