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A dedicated team

A dedicated team

Passionate people make the difference

We have the experience and expertise to help you achieve your financial goals. As independent financial advisors, we can offer products from multiple mutual fund and financial services companies. 

And that’s where our passion makes all the difference! Not being limited to one company, we can find financial solutions that best suit your needs and risk tolerance. Our team monitors the performance of all investment companies to ensure that we provide you with the best advice.

Jacinthe St-Onge, A.V.A., PI. fin.

Financial Planner
Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor
*Registered with Quadrus Investment Services Ltd

Marina Longpré

Dealing Representative of a Mutual Fund Dealer
*Registered with Quadrus Investment Services Ltd

Financial Planner
Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Yan-David Daoust

Dealing Representative of a Mutual Fund Dealer
*Registered with Quadrus Investment Services Ltd

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Richard Langevin

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Ekaterina Sourovtseva

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Marc St-Onge

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Jean-François Salvail

Dealing Representative of a Mutual Fund Dealer
*Registered with Quadrus Investment Services Ltd

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

James McMahon

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor
Financial Planner

Valérie Dugas

Dealing Representative of a Mutual Fund Dealer
*Registered with Quadrus Investment Services Ltd

Financial Security Advisor
Accident and Sickness Insurance Representative
Group Insurance and Group Annuity Plans Advisor

Administrative Assistants

Julie Desautels

Executive Administrative Assistant

Michelle Desormiers

Executive Administrative Assistant

Fléchelle Beaupré-Battisti

Executive Administrative Assistant