The team

Wealth creators

The PPTA team works with individuals, company owners and managing executives to grow their wealth and manage their assets. As an independent company, we offer you peace of mind and reliable support to meet your financial objectives and realize your dreams.

Simplify. Plan. Prosper.

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Marc Patry, CFP

President, Senior partner and cofounder | Certified financial planner | Financial security advisor

Rock Poulin

Senior partner and cofounder | Business development and philanthropic strategy | Financial security advisor

Sophie Lemaire, B.A.A., Fin. Pl.

Partner — Wealth Management Director | Financial planner | Mutual fund representative

Maxime Lafrance-Brochu, B.A.A., Fin. Pl.

Partner | Financial planner | Mutual fund representative | Responsible Investment Specialist (RIS)

Olivier Laberge

Partner, new market development | Founder, The Gladstone Program | Financial security advisor

Dannik Poirier

Financial security advisor

Michel Hivon

Financial security advisor

Rachel Maisonneuve

Administrative coordinator

Hélène Champagne, B. Int., M. Proj. Mgmt

Coordinator, Wealth Management

Sylvie Letiecq

Administrative coordinator

Daniel Grégoire

Financial controller

Marie-Élise Huneault

Customer Service Coordinator

Jessy Abou Sleiman

Wealth Management Advisor | Mutual Funds Representative

Sustainable Development

Creating wealth also means building something beautiful around you, for others, for tomorrow.

It starts here

Tools at your fingertips.

Use our tools and calculators to evaluate a variety of aspects of your financial situation.

Access the tools

Contact Us

Come meet our team. They can help you define your needs and hopes, and work with you to create the strategies to reach them.

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