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Team

Our wealth advisors

Bernard Dallaire

Senior Wealth Advisor and Portfolio Manager

M.Sc., CFA

Bio

Manik Sincennes

Senior Wealth Advisor and Portfolio Manager

CFA, asa

Bio

Benoit Beauséjour

Senior Wealth Advisor and Portfolio Manager

CPA, CA, Pl. Fin.

Bio

Sebastien Lemay

Wealth Advisor and Portfolio Manager

M.Sc., CFA

Bio

Etienne Plourde

Wealth Advisor and Portfolio Manager

CFA

Bio

Administrative Support

La force d'une équipe

Annie Gola

+30 years of experience

Phone 450-462-6368 | Internal : 26368
Fax : 450 462-4358
Toll free : 1 855 362-2552
Email : [email protected]

Sophie Cornet

+20 years of experience

Phone 450 462-6371 | Internal : 26371
Fax : 450 462-4358
Toll free : 1 855 362-2552
Email : [email protected]

Josée Gravel

+30 years of experience

Phone 450 676-2586 | Internal : 62586
Fax : 450 462-4358
Toll free : 1 855 362-2552
Email : [email protected]

Jocelyne Bourque

+25 years of experience

Phone 450 462-6323 | Internal : 26323
Fax : 450 462-4358
Toll free : 1 855 362-2552
Email : [email protected]

Awards and Honors

2022

Excellence in Portfolio Management Regional level

2022

Bernard, Manik, and Benoit named among the top 150 wealth management advisors in Canada. According to a national survey conducted by Shook Research.

2018

Finalist for team of the year. National level

2018

Excellence in Wealth Management Regional level

2016

Excellence in Portfolio Management Regional level

2015

Excellence in Portfolio Management National level

2012

Excellence in Portfolio Management Regional level