Marc Patry, CFP
President, Senior partner and cofounder | Certified financial planner | Financial security advisor
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)
Partner, new market development | Founder, The Gladstone Program | Financial security advisor
Come meet our team. They can help you define your needs and hopes, and work with you to create the strategies to reach them.