Our Team

Jérémie GauthierPl. Fin., B.A.A.

Partner*
Financial planner*
Financial security advisor*
Mutual funds representative**

Anne-Marie HudonPl. Fin., M.S.

Partner*
Financial planner*
Financial security advisor*
Mutual funds representative**

Louis HudonM. A. (Economy)

Retired
Consultant for special mandates*
Ex-partner*

Sabrina Bonhomme, B.A.

Financial security sdvisor*
Mutual funds representative**

Sabrina builds financial plans and conducts analyses with the help of financial planners. She meets with clients in order to help them make the right financial decisions. With her friendly, graceful and jovial nature, she contributes to the team’s good spirits and customer service.

Patricia Maloney

Head of transactions and compliance*

Patricia assists financial planners with their day to day tasks. She is primarily responsible for the execution of transactions, a task she executes with great care. She also ensures the conformity of our clients’ files.

Ana Maria Otiniano

Head of transactions and compliance*

Ana assists financial planners with their day to day tasks. She prepares meetings, follows up on insurance proposals, and is responsible for various other operational tasks at the office.

Imane Lahyane

Junior financial analyst*

Othmane Atif

Junior financial analyst*

Naila Laichaoui

Administrative coordinator*

Jean-Michel Chrétien

Administrative coordinator*