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*

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

Junior financial analyst*

Jean-Michel Chrétien

Administrative coordinator*