Our team

About us

Co-Founder of CI Assante – Montreal Metropolitan Community, Daniel brings over 12 years of experience in wealth management, entrepreneurship, and business strategy. Trained within a private wealth management environment serving ultra-high-net-worth (UHNW) clients, he developed a deep understanding of the complex challenges surrounding capital preservation, structuring, and intergenerational wealth transfer.

Today, he plays a central role in the growth, governance, and oversight of a network overseeing more than $2 billion in assets, while personally advising a select group of affluent families on strategic financial decisions.

His approach is distinguished by a nuanced understanding of intergenerational dynamics, a cross-sector business perspective, and a proven ability to navigate sophisticated financial and commercial environments with discipline and precision.

Holder of the Chartered Investment Manager (CIM) designation and Fellow of the Canadian Securities Institute (FCSI), Daniel combines strong institutional discipline with a strategic vision focused on creating sustainable, responsible, and enduring value.

About us

Co-Founder of CI Assante CMM, Maxime brings over 15 years of experience in finance and wealth management. A holder of the Chartered Investment Manager (CIM) designation, he is distinguished by his deep expertise in portfolio management, financial strategy, and philanthropic planning.

He advises a select clientele of entrepreneurs, executives, and high-profile individuals, delivering structured and disciplined solutions tailored to complex financial environments.

Coming from a family of entrepreneurs, Maxime developed early on a strong professional discipline as well as a strategic understanding of the challenges related to business management, growth, and long-term continuity. His career has earned him several distinctions, including recognition in the Top 40 Under 40 and the prestigious Chairman Elite title at Assante.

Today, he combines institutional rigor, strategic vision, and long-term commitment, with a constant focus on creating sustainable and responsible value for his clients.

About us

As Senior Wealth Advisor and Vice President of Operations for the team, Kristopher plays a pivotal role both in guiding families and in strengthening the organization’s operational structure. He advises affluent clients through the most important financial decisions of their lives, taking a disciplined, transparent, and action-oriented approach.

With over a decade of experience in the financial sector, he is recognized for his ability to transform complexity into clear, executable strategies. A graduate of the John Molson School of Business, Kristopher first competed at the highest level of university athletics with the Concordia Stingers before pursuing a three-year professional career in the Canadian Football League. This competitive path instilled in him a strong sense of discipline, natural leadership, and a performance-driven mindset that he brings to his professional practice.

He began his investment career within major financial institutions, including TD Bank and Manulife Investments, where he developed solid expertise in asset management, portfolio construction, and strategic financial planning.

A holder of the Chartered Investment Manager (CIM®) designation, Kristopher later adopted an integrated approach to wealth management at Assante CMM. He combines in-depth market analysis, operational rigor, and highly personalized service to help clients structure, protect, and grow their wealth with confidence and long-term clarity.

About us

A Chartered Financial Analyst (CFA) charterholder—having successfully completed all three levels consecutively, an accomplishment achieved by fewer than 9% of candidates—Nick is recognized for his depth of expertise in portfolio management and capital markets.

He combines rigorous analytical discipline with a refined understanding of the ambitions of high-net-worth professionals, translating complexity into clear, methodical investment strategies aligned with both financial objectives and personal values.

Actively involved in the design and execution of investment strategies, Nick approaches wealth management with structure, precision, and intellectual clarity. His philosophy centers on delivering coherence and long-term confidence through disciplined decision-making.

Nick graduated with distinction in finance from the John Molson School of Business and began his career at CIBC Capital Markets, where he played a role in expanding structured product solutions across Eastern Canada. This institutional foundation sharpened his market acumen and strategic thinking.

Committed to advancing financial literacy and contributing meaningfully to his community, Nick pairs technical mastery with a strong sense of responsibility. A dedicated athlete, he brings the same intensity, preparation, and competitive discipline to serving his clients as he does to his personal pursuits.

About us

Marc-Olivier Bouchard, CPA, serves as Vice President, Finance at CI Assante CMM, where he provides strategic financial leadership and oversees capital planning initiatives that support the firm’s long-term growth and stability. He plays a central role in investment evaluation, strategic prioritization, and the disciplined allocation of financial resources across the organization.

Drawing on experience within major professional services firms as well as corporate environments, Marc-Olivier combines technical precision with a pragmatic, execution-focused mindset. He partners closely with senior leadership to inform high-impact decisions, ensuring financial strategies are aligned with operational objectives and sustainable performance targets.

His approach is grounded in rigor, accountability, and forward-looking capital management. Through disciplined oversight and strategic insight, he contributes to the continued evolution of Assante CMM with a clear commitment to durable value creation for clients, partners, and stakeholders.

About us

Antoine Goulet is a Partner and Vice President, Mergers and Acquisitions. He is actively involved in the firm’s investment activities, contributes to the development of the acquisitions platform, and supports the growth of relationships with entrepreneurs, investors, and strategic partners. He brings over ten years of experience in finance, audit, and corporate financing. After beginning his career at Deloitte, he continued his professional journey at the Business Development Bank of Canada, where he spent nearly nine years advising leading companies and private equity firms on financing structures and acquisition transactions. As Corporate Director, he contributed to the execution of complex transactions and the development of long-standing, trusted client relationships.

Recognized for his rigor, business judgment, and strategic approach, Antoine works closely with entrepreneurs and investors in demanding transactional environments and supports the execution of growth, financing, and acquisition initiatives.

He holds a Bachelor’s degree in Finance and Accounting from Bishop’s University, with honours, as well as a minor in Economics. He also holds a Graduate Diploma (DESS) and is a Chartered Professional Accountant.

About us

Philippe Bastien, CFA, is Vice President, Real Estate Investments at Assante Wealth Management, where he oversees real estate investment initiatives and strategic partnerships. He brings over a decade of experience across institutional investing and capital markets. Most recently, he advised on more than $1 billion in real estate transactions at Avison Young, partnering with institutional and private investors on the acquisition and disposition of income-producing assets. Earlier in his career, Philippe held investment roles at Ivanhoé Cambridge, the real estate subsidiary of Caisse de dépôt et placement du Québec, where he contributed to capital deployment within a $10 billion fund portfolio and was involved in direct investments and asset management initiatives across the United States.

About us

Keven brings over 15 years of experience in strategic growth, organizational transformation, and team optimization, supporting CI Assante CMM offices in strengthening their operational and leadership frameworks. A graduate of the University of Toronto’s Rotman School of Management and Cornell University, he partners closely with executive teams to refine business structures, enhance internal communication, and implement disciplined, performance-oriented management systems.

His approach centers on aligning operational execution with strategic objectives, ensuring that growth initiatives are structurally integrated and sustainably scalable. By fostering clarity, accountability, and cohesion across teams, Keven helps create an environment where operational excellence directly supports a seamless and elevated client experience.

Through structured governance and forward-thinking leadership development, he plays a pivotal role in strengthening organizational resilience and driving long-term performance across the platform.

About us

After several years with GMA CI, Cynthia joined CI Assante, bringing extensive experience in administration, operational coordination, and team management. Over the course of her career, she has cultivated strong and enduring professional relationships with advisors, strategic partners, and national sales teams.

Recognized for her leadership, adaptability, and disciplined work ethic, Cynthia plays an integral role in supporting day-to-day operations and ensuring organizational objectives are executed with precision. She serves as a key connector across teams, helping maintain alignment, efficiency, and consistency throughout the organization.

Her strong interpersonal skills and collaborative mindset foster a culture of trust and accountability—foundational elements that support sustained performance and operational excellence.

About us

Antoine is a Wealth Management Advisor and Financial Planner with nearly 15 years of experience serving entrepreneurs and senior executives. Widely recognized as a financial columnist in Quebec media, he is known for his ability to clearly articulate complex financial strategies with precision and insight. Deeply committed to his profession and community, he also serves as a board member of the Chambre de la sécurité financière. A three-time finalist for the Top Advisor Under 40 award, Antoine earned this distinction in 2022. He approaches wealth management with discipline and structure, viewing it as a thoughtful balance between performance, protection, and long-term vision.

About us

Active in the financial services industry since 2006, Alexandre successfully transitioned from a career in engineering into the financial sector. This background has allowed him to bring a highly analytical, structured, and disciplined approach to financial planning and client support. Holding a Diploma in Mechanical Engineering with honours as well as a Certificate in Business Management from the John Molson School of Business, Alexandre has developed strong expertise in project planning, budget management, and risk management. He has seamlessly applied this methodology to his financial practice, contributing to the consistency and quality of his client service.

Alongside his professional activities, Alexandre serves as a mentor to several young advisors, supporting them in navigating early-career challenges and fostering their professional growth.

About us

A Financial Advisor with CI Assante CMM since 2022, Roxanne supports a diverse clientele through a personalized approach grounded in attentive listening, discipline, and trust. Her goal is to deliver clear, structured advice aligned with each client’s financial objectives. Drawing on her experience at National Bank, she has developed strong expertise in portfolio management and financial planning. Holding certificates in Business Administration and Marketing, Roxanne combines strategic thinking with a solid command of personal finance to deliver well-rounded solutions.

She works closely with tax specialists and accountants to provide comprehensive, integrated strategies. Currently pursuing the Chartered Investment Manager (CIM) designation, Roxanne is committed to ongoing professional development to deliver customized, high-value financial guidance.

About us

Geneviève Lavigueur has over ten years of experience in the financial services industry. Coming from a family of entrepreneurs, she has been supporting entrepreneurs, professionals, and family-owned businesses at CI Assante CMM for the past three years. She is known for her rigorous, client-centered, and personalized approach, focused on building long-term relationships and gaining a comprehensive understanding of her clients’ financial and wealth planning needs.

Geneviève holds a Bachelor of Science in Kinesiology from the Université de Montréal and an MBA from the John Molson School of Business. Actively involved in her community, she is also the co-founder and co-host of a podcast dedicated to entrepreneurship, where she candidly explores the successes and challenges faced by business leaders.

About us

Elizabeth is a Wealth Management Advisor with more than ten years of experience serving high-net-worth clients. She holds a Graduate Diploma in Taxation (DESS) and has earned her Financial Planning certification, further strengthening her strategic and technical expertise. She also intends to pursue a Master’s degree in Taxation to deepen her knowledge and continue delivering increasingly sophisticated guidance to her clients. Recognized for her analytical rigor, thoughtful judgment, and unwavering commitment to excellence, Élizabeth plays a key role within the team. She advises her clients with competence, discernment, and care, developing structured and integrated strategies designed to create lasting value and provide peace of mind grounded in clarity, alignment, and trust.

About us

Phillip is a Financial Security Advisor with CI Assante and brings over five years of experience in the financial services industry. He holds a life insurance license and a mutual fund license, and specializes in supporting entrepreneurs with the strategic management and protection of their wealth. Coming from a family of entrepreneurs, Phillip has a natural understanding of the challenges, ambitions, and realities faced by business owners. This perspective allows him to design cohesive financial and insurance strategies tailored to the complex demands of the entrepreneurial environment. Known for his discipline, attentive listening, and strong work ethic, Phillip excels at implementing sophisticated, customized solutions that support his clients’ growth, long-term stability, and peace of mind.

About us

Vincent has been working in the financial services industry for two years, supporting entrepreneurs and professionals in the development and optimization of their wealth. As a Registered Representative with CI Assante, he is recognized for his rigor, attention to detail, and ability to design structured investment strategies tailored to clients’ objectives. Through a disciplined and personalized approach, Vincent helps build solid financial foundations that support sustainable growth and long-term planning.

About us

Marc-Kamal Jabbour operates at the intersection of investment and real estate transactions at Assante. He holds a Bachelor of Business Administration in Finance from HEC Montréal and combines experience in real estate development and brokerage, enabling him to advise entrepreneurial and high-net-worth clients on strategic residential and commercial transactions. His background in real estate development allowed him to build strong expertise in financial analysis and project structuring, which he now applies to transactional mandates and investment opportunities. At Assante, he oversees the transactional real estate function and contributes to the analysis and structuring of opportunities aligned with clients’ wealth objectives. He advises his clients with method and discernment, ensuring execution remains aligned with their long-term objectives.

About us

Marie-Philippe has over 10 years of experience in the financial services industry and specializes in residential financing strategies. She supports clients at every stage of their project, whether it involves purchasing a first home, renewing a mortgage, or refinancing. Recognized for her strong work ethic and attention to detail, she places great importance on listening carefully and understanding each client’s specific needs. Her personalized and client-focused approach allows her to deliver guidance that is efficient, reassuring, and well aligned with each individual situation.

About us

Éloïse brings several years of experience in the financial services industry, with a strong specialization in risk management. Known for the consistency of her high standards, she is distinguished by her rigor, analytical precision, and ability to enhance the quality of every file she supports. Her meticulous approach, combined with a personalized attention to detail, delivers meaningful and lasting value in her work. Éloïse exemplifies professionalism, expertise, and commitment, both within her team and across her professional practice.

About us

Audrey-Anne is a Chartered Professional Accountant (CPA) and Financial Advisor with over 10 years of combined experience, including 6 years in financial services and 5 years with a Montreal-based accounting firm, where she worked in audit and mergers and acquisitions. She specializes in serving entrepreneurs, leveraging her in-depth understanding of tax matters, corporate structures, and strategic planning. Actively involved in her profession, Audrey-Anne serves as Vice President of the Association de la Relève des Services Financiers, where she contributes to the development and mentorship of the next generation of financial advisors. Known for her rigor, strategic mindset, and commitment, she is a trusted partner in building and preserving long-term wealth.

About us

Alex joined our team as an intern and quickly distinguished himself through his professionalism, intellectual rigor, and strategic mindset. Trained at the Université de Sherbrooke’s School of Management, and a recipient of several academic distinctions, he combines strong analytical skills with a disciplined and client-focused approach. As an entrepreneur involved in multiple businesses across various sectors, Alex has a concrete understanding of the challenges faced by young professionals and business owners. He supports his clients with a thoughtful, structured, and long-term perspective. With solid expertise in real estate, he develops tailored strategies designed to support sustainable wealth growth aligned with his clients’ objectives.

About us

Francis holds a mutual fund representative licence and is currently pursuing the Chartered Investment Manager (CIM) designation. He brings nearly four years of experience from the Royal Bank of Canada, where he began his career in banking advisory roles, including advanced credit file management. In recognition of his strong performance, Francis was selected to participate in a pilot wealth management program at the Place Ville Marie branch, before joining one of the country’s most recognized retirement planning teams. He is known for his analytical rigor, high standard of client service, and commitment to delivering clear, well-structured recommendations.

About us

Passionate about finance and capital markets, Mark Guirguis specializes in wealth management and customized investment strategies. A graduate with honours from Concordia University’s John Molson School of Business, he combines analytical discipline with strategic insight to help clients achieve their financial objectives over the short, medium, and long term. Coming from a family of entrepreneurs and healthcare professionals, Mark has a strong understanding of the realities, challenges, and priorities faced by these client segments. This perspective enables him to design financial solutions that are tailored, cohesive, and sustainable. He speaks three languages at an advanced level and benefits from an extensive business network. His human-centered approach, paired with solid technical expertise, positions him as a trusted advisor within Assante.

About us

Rosaly brings nearly ten years of experience in the financial services industry and plays a key role within operations at CI Assante CMM. A true pillar of the team, she is recognized for her ability to manage and deliver complex projects with discipline, efficiency, and consistency. With a strong, motivating leadership style, Rosaly consistently achieves tangible results while aligning teams around shared objectives. Her structured, execution-focused approach directly supports operational performance and service quality. Alongside her professional responsibilities, Rosaly is actively pursuing further education, including multiple financial designations and a bachelor’s degree, reflecting her ongoing commitment to learning and professional growth.

About us

Justyne recently joined CI Assante CMM and brings five years of experience in the financial services industry. Holding a certification in intervention, she is recognized for her strong interpersonal skills and her ability to build lasting, trust-based relationships with clients. Attentive, disciplined, and committed, Justyne supports each client with professionalism, delivering personalized service aligned with their individual goals and circumstances. She places great importance on understanding client needs and maintaining clear, transparent communication. Guided by values of transparency, empathy, and excellence, Justyne plays an active role in fostering strong, long-term client relationships focused on trust and quality of service.

About us

Nathalie brings 30 years of experience in the banking sector, primarily in finance and client services. Known for her professionalism and reliability, she joined the CI Assante CMM team three years ago. She plays a key role by providing thorough administrative support, responding to clients with care and efficiency, and ensuring diligent follow-up on ongoing files and tasks. Her structured approach directly supports the smooth flow of daily operations. Through her extensive experience and sustained commitment, Nathalie makes a meaningful contribution to service quality and to the overall effectiveness of the team, strengthening both client experience and operational excellence.

About us

Charles-Étienne is a Wealth Management Advisor with CI Assante CMM. He holds a Bachelor’s degree in Finance from Université Laval and began his career in the banking sector within the corporate financing division, before successfully transitioning into business development and management roles in the pharmaceutical and medical sectors. Drawing on this diverse background, he now supports executives, entrepreneurs, and families in achieving financial independence by developing tailored wealth strategies in collaboration with a team of specialists. A former competitive athlete and avid golfer, Charles-Étienne brings the discipline, rigor, and integrity of high-performance sports into his professional practice.

About us

As Special Projects Coordinator, Emmanuelle brings over nine years of experience in client service, where she has developed a strong understanding of client expectations and needs. Her background allows her to contribute a client-focused and operational perspective to the team. Holding a Bachelor’s degree in Business Administration with a specialization in Finance, Emmanuelle provides structured, rigorous, and dynamic support in the execution of strategic initiatives. She is recognized for her ability to analyze situations, organize effectively, and resolve complex operational challenges. Driven by a clear ambition to evolve into a wealth management advisory role, Emmanuelle demonstrates consistent commitment to the team and a genuine dedication to delivering exceptional, personalized client experiences.

About us

Active in wealth management for nearly seven years, Alexandre developed his expertise within the banking sector, where he gained a strong understanding of financial markets, risk management, and macroeconomic dynamics. He specializes in derivatives and options strategies, which he integrates in a structured manner to optimize risk-adjusted returns and adapt to varying market environments. His approach is defined by disciplined analysis, proactive risk management, and clear, consistent communication. He advises his clients with discipline and discernment, focusing on sustainable wealth growth and the prudent protection of capital over the long term.

About us

Catherine is a Chartered Professional Accountant (CPA) and holds a Bachelor of Business Administration from HEC Montréal, with a double specialization in finance and accounting. She has nearly four years of experience in audit, working with both public and private companies, where she developed strong expertise in financial reporting, accounting, and management. Following her career in public accounting, Catherine joined Assante CMM as Corporate Controller. In this role, she plays a key part in maintaining the firm’s financial rigor, optimizing internal processes, and supporting the financial needs of senior management. Known for her precision, reliability, and organizational skills, she is a valuable asset both internally and in supporting client-focused initiatives.

About us

Holding the Financial Planner designation and bringing nearly 15 years of experience in financial services, Mathieu has developed a strong expertise in retirement planning. Recently joining the team, he stands out for his professionalism, discipline, and personable approach that quickly builds trust. His arrival represents a strategic addition to the Brossard branch, strengthening and expanding our service offering. Known for his ability to combine technical excellence with long-term client relationships, Mathieu exemplifies the high standards of our practice and plays an active role in supporting our continued growth. Outside of his professional role, Mathieu is an avid sports enthusiast, a father of two young children, and has been involved for over ten years as a hockey coach, both in summer and winter. His dedication, professionally and personally, makes him a valued asset in serving our clients with consistency and commitment.

About us

Keven Thibodeau has been working in financial planning for over 12 years as a Financial Planner. He supports clients in structuring, growing, and protecting their wealth through integrated strategies that combine taxation, risk management, and long-term planning. In parallel, Keven has developed in-depth expertise in real estate, including project analysis and the financial and tax optimization of investments. This dual expertise allows him to provide a comprehensive and cohesive perspective, where real estate and financial decisions are addressed in a complementary and strategic manner aligned with his clients’ long-term objectives.

About us

Kimberly brings over ten years of experience as an Executive Assistant, specializing in strategic support for senior leadership teams. With a background in Administration, she has built her career in high-responsibility roles where organization, precision, and professionalism are essential. She has held key positions, including at GMA CI, where she developed advanced expertise in managing complex executive calendars, coordinating strategic partners, handling confidential matters, and optimizing internal administrative processes. Now a member of the Assante CMM team, Kimberly plays an active role in ensuring organizational efficiency and operational continuity. Recognized for her reliability, discretion, and strong execution skills, she provides structured, strategic support to the leaders and teams she works alongside.

About us

Imane is a Mutual Fund Representative with over five years of experience in the banking industry, where she has developed strong expertise in operational management, financial support, and client relations. Her background has provided her with a structured operational perspective and a deep understanding of client needs. She has also strengthened her team management skills and demonstrated a motivating leadership style focused on performance, collaboration, and efficiency. Her approach is grounded in strong organizational skills and a consistent commitment to quality execution. Driven by a desire for continuous professional growth, Imane plans to complete the Canadian Securities Course to further expand her expertise and deliver even more strategic guidance to her clients. Discipline, organization, and commitment are central to her professional approach.

About us

Yanick leads and facilitates land development projects across Québec, bringing strong expertise in site planning, entitlements, and project execution. He supports clients throughout every phase of development, ensuring projects move forward efficiently and strategically.He streamlines coordination with municipalities, consultants, and key stakeholders, navigating regulatory frameworks with clarity and precision to accelerate approvals and reduce friction. His structured approach helps transform complexity into actionable progress. Committed to sustainable and compliant outcomes, Yanick empowers clients to unlock the full potential of their land and turn it into thriving, well-planned communities.

About us

As an Administrative Assistant with the CI Assante team, Véronique brings professionalism, discipline, and efficiency to her role. She has extensive experience in client service and is recognized for her proactive approach and consistent focus on quality. Her entrepreneurial background has given her a comprehensive understanding of operations, strong autonomy, and the ability to manage multiple responsibilities simultaneously. She thrives in fast-paced environments where organization and precision are essential. Driven by a constant attention to detail and strong organizational skills, Véronique is committed to contributing to a structured, dynamic work environment focused on delivering an exceptional client experience.

About us

Nicolas is a Financial Security Advisor with CI Assante and brings seven years of experience in the industry. He supports clients in managing and protecting their wealth by delivering solutions tailored to their specific needs and long-term objectives. Driven by a strong passion for finance and personalized service, Nicolas places great importance on building meaningful, long-lasting client relationships. His approach is rooted in trust, transparency, and a thorough understanding of each client’s unique situation. Known for his discipline and attentive listening, Nicolas provides customized guidance that helps clients navigate their financial decisions with confidence and peace of mind.

About us

Charles-Antoine has been working in the financial services industry since 2016. He began his career as a Financial Security Advisor before becoming a Mutual Fund Representative. Seeking a more independent, structured, and comprehensive approach to wealth management, he joined CI Assante, where he embraces a holistic perspective in supporting his clients. He works closely with families, entrepreneurs, and retirees, providing objective, transparent, and disciplined guidance tailored to their overall financial situation. A former quarterback and football team captain, Charles-Antoine values self-improvement, balance, and sustainable growth—principles that naturally guide his professional practice.

About us

A financial services professional since 1989, Martin has been supporting individuals, families, and business owners in achieving their financial goals for over three decades. His career has shaped a comprehensive and structured approach to wealth management, grounded in rigor, attentive listening, and long-term trust. He began his career at the Bank of Montreal (formerly Nesbitt Thompson) within the credit department, where he developed strong expertise in risk management and financial analysis. He later continued his professional journey at Groupe Assurvie, focusing on the recruitment and training of insurance advisors. After 18 years as an independent advisor with Groupe Lafond, Martin joined CI Assante CMM, where he delivers integrated wealth management solutions tailored to his clients’ specific needs, guided by a personalized and sustainable approach.

About us

Trained in accounting and emergency medicine, Yvon now brings his analytical and human-centered expertise to his role as a Wealth Management Advisor. His unique professional background has shaped a disciplined mindset, strong analytical skills, and a deep capacity for attentive listening. Guided by his philosophy of “prevention rather than cure,” Yvon emphasizes proactive risk assessment, thoughtful planning, and structured financial strategies. He supports his clients with clarity and care, designing personalized solutions grounded in their financial and personal realities. His approach reflects a responsible, long-term vision of wealth management focused on stability and preparedness.

About us

Yves brings over 45 years of experience in the financial services industry, including more than ten years as Vice President at one of Quebec’s largest financial services firms. A Financial Advisor for over 25 years, he is a graduate of the Canadian Institute of Bankers and holds the designation of Fellow, Professional Insurance Advisor. Yves specializes in the research and analysis of mutual funds, drawing on deep market knowledge and extensive product expertise. A former financial columnist for La Presse and several other financial publications, he has developed a clear and accessible approach aimed at demystifying a financial environment that is often perceived as complex. He supports his clients with clarity, rigor, and sound judgment.

About us

Martin works closely with high-net-worth clients, analyzing complex financial situations to design fully customized tax and estate planning strategies. As Head of the Québec Wealth Planning Team at CI Assante Private Client, he plays a central role in developing integrated solutions that address sophisticated financial, tax, and succession challenges. With over 25 years of experience, Martin joined CI Assante Private Client in 1998 after practicing as a tax specialist at Desjardins Ducharme. His work is defined by deep technical expertise and a strategic perspective shaped by decades of advising affluent families and business owners. Trained as a lawyer, Martin holds a Master’s degree in Taxation and the TEP (Trust and Estate Practitioner) designation. A published author, he is also an active member of the APFF, the Canadian Tax Foundation, and the Society of Trust and Estate Practitioners, contributing to the advancement of best practices in wealth planning.

About us

An entrepreneur at heart, Sébastien brings over 20 years of experience supporting those who build, innovate, and dare to move forward. A former professional CFL player, he has carried the values of discipline, performance, and teamwork from the field into the business world. He now works alongside a multidisciplinary team dedicated to business owners, embracing an approach that is simple, strategic, and genuinely human. His focus lies in structuring, optimizing, and automating processes to help entrepreneurs achieve greater freedom and true financial independence. A unifying leader, Sébastien surrounds himself with top-tier experts to deliver comprehensive, cohesive, and personalized support—always aligned with the ambitions and realities of the entrepreneurs he serves.

About us

Nicolas has been working in the financial services industry since 2013 and brings a strong focus on financial markets and portfolio management. He holds a Bachelor of Business Administration in Finance from the Université de Sherbrooke and is both a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He adopts a comprehensive financial planning approach that considers all aspects of a client’s financial life, allowing for a thorough assessment of risk preparedness and long-term goal achievement. Known for his integrity, transparency, and analytical rigor, Nicolas delivers personalized guidance built on trust, discipline, and sound decision-making.

About us

Nancy is a pioneering figure in Canada within the investment and insurance sectors. With over 30 years of experience, she is a respected speaker and a member of MDRT, the global elite of financial advisors. Throughout her career, she has received numerous prestigious distinctions, including the Elite, Master, and Leader awards, recognizing the consistent excellence of her practice. A professional guided by both conviction and compassion, Nancy now serves the fourth generation of certain client families—clear testimony to the depth of the relationships she builds and the lasting trust she earns. Driven by a strong sense of purpose, she shares her expertise with passion and is actively involved in causes dedicated to children, including the sponsorship of orphanages.

About us

As a Wealth Planning Advisor, Nadine works closely with high-net-worth clients to identify complex needs and deliver advanced tax and estate planning support. Her expertise spans personal, corporate, and trust taxation, allowing her to provide comprehensive and strategic guidance tailored to each client’s unique circumstances. Nadine brings over 20 years of experience in taxation. Prior to joining CI Assante Private Client in 2019, she spent more than 15 years in a public accounting firm, followed by a role as a tax advisor at Deloitte, where she supported clients facing sophisticated wealth and tax planning challenges. A lawyer and graduate of the University of Ottawa, Nadine also holds a Master’s degree in Taxation from HEC Montréal and the TEP (Trust and Estate Practitioner) designation. She is a member of the APFF, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation, and is recognized for her disciplined, strategic approach focused on long-term client outcomes.

About us

Martin is a Wealth Management Advisor with CI Assante and brings nearly 30 years of experience in business and finance. Firmly believing that every client’s situation is unique, he provides personalized guidance focused on clarity, structure, and a clear understanding of financial complexities. An entrepreneur at heart, Martin has successfully founded and led several businesses, developing practical, hands-on expertise that now informs his advisory practice. Known for his ability to translate complex financial matters into clear and coherent solutions, he builds trusted client relationships grounded in attentive listening, education, and long-term perspective.

About us

Since 2013, Marie-Pier has built solid experience in administrative roles. She began her career as a secretary and treatment plan coordinator in a dental clinic, where she developed strong organizational skills and a keen attention to detail. She joined CI Assante in 2019 as an administrative assistant, where she actively supports daily operations and assists advisors in their work. Through her structured and reliable support, she enables advisors to focus on their core responsibilities and client relationships. Versatile and methodical, Marie-Pier manages a wide range of responsibilities, from file management to the coordination of complex administrative tasks. She is recognized for her efficiency, reliability, and ongoing commitment to operational excellence.

About us

Daniel holds a Bachelor of Business Administration from ESG UQAM, with a specialization in finance and economics. He brings seven years of experience from the banking services division of a major national financial institution, prior to joining CI Assante CMM. Known for his client-focused approach, Daniel takes the time to listen carefully, assess clients’ needs, and clearly communicate his recommendations. Committed to delivering a high standard of service, he is currently pursuing further professional development toward obtaining the Financial Planner designation. Fluent in French, English, Arabic, and Russian, Daniel is well equipped to support a diverse clientele in structuring and evolving their wealth strategies.

About us

A key pillar of the team, Marie-Ève plays a central role by delivering exceptional client service while overseeing the firm’s administrative operations and coordinating social events. She also supports the team in the areas of mutual funds and insurance, contributing to the efficiency and smooth execution of daily activities. Driven by a strong commitment to professional growth, Marie-Ève is currently working toward her mutual fund representative designation and completing her licensing requirements. Known for her attentive listening, organizational skills, and collaborative spirit, she brings over eight years of experience in the insurance industry. Outside of work, Marie-Ève is a devoted mother and an avid traveller—qualities that reflect her balanced, engaged, and open-minded approach both professionally and personally.

About us

Marc holds the IAS.A (ICD.D) designation from the Rotman School of Management and a Bachelor of Commerce degree from HEC Montréal. Coming from a family of senior executives, he brings extensive experience in corporate governance and strategic leadership. He currently serves on the boards of Aéroports de Montréal and Golf Canada, and has previously held board positions with major organizations including the Casino de Montréal (Loto-Québec) and CHU Sainte-Justine, among others. Recognized for his strategic vision, rigor, and commitment, Marc plays a key role within several prominent institutions across Quebec and Canada, contributing to long-term, high-impact decision-making.

About us

With 25 years of experience as an administrative assistant supporting investment advisors, Manon has been a cornerstone of this young and dynamic team since its inception. Her experience and consistency provide a strong foundation for the team’s day-to-day operations. Deeply people-focused, Manon is known for her passion for working with others and for her thoughtful, attentive approach, which is highly valued by clients. In addition to coordinating administrative operations with precision, she continuously contributes to process efficiency and to maintaining a high-quality client experience.Through her dedication, reliability, and attention to detail, Manon plays an essential role in supporting the team and ensuring the smooth delivery of services, reinforcing long-term client trust.

About us

With extensive expertise in financial services regulation, Lilly plays a central role in upholding the highest standards of compliance at CI Assante. She ensures adherence to regulatory requirements while actively supporting advisors in the rigorous application of industry standards. Her responsibilities include transaction oversight, audit execution, advisor training, and serving as the primary point of contact for regulatory matters. Through a proactive approach, Lilly identifies potential risks early, implements effective preventive measures, and helps maintain the trust of both clients and regulatory authorities. Known for her leadership, sound judgment, and rigor, Lilly is a key contributor to the culture of integrity and discipline that defines CI Assante.

About us

Joseph brings over 40 years of experience in the financial services industry. He has developed deep expertise in insurance, group benefits, and investments, and holds the MFDA and CLU licenses in Québec. His practice is firmly client-centered, emphasizing attentive listening, a clear understanding of client needs, and the delivery of personalized, long-term solutions. He places great value on building trust-based relationships grounded in transparency and professionalism. Recognized for the consistency and quality of his service, Joseph has earned a strong and respected reputation as a trusted advisor to his clients.

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With experience in the financial industry dating back to 2012, Jean-François has built his career within leading institutions such as Desjardins and TD Waterhouse. Through these roles, he developed a strong expertise in financial markets, wealth management, and best practices in financial planning. Today a member of the CI Assante team, Jean-François holds the Financial Planner (Pl. Fin) designation as well as the CIM® designation, and is a graduate of HEC Montréal. He primarily works with individuals and entrepreneurs aged 50 and over, specializing in retirement planning, decumulation strategies, and estate planning. Known for his rigorous, thoughtful, and client-focused approach, Jean-François is dedicated to designing clear, sustainable financial strategies aligned with his clients’ life goals. His ultimate objective is to provide them with the confidence and peace of mind needed to move forward with clarity and security.

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Ilona works in operations and client services at CI Assante CMM, where she actively contributes to process efficiency and the overall client experience. She supports daily operations with a strong focus on accuracy, reliability, and attention to detail. In parallel, Ilona also works as a flight attendant, an experience that fuels her passion for aviation and further strengthens her service-oriented mindset. This dual background allows her to combine professionalism, adaptability, and strong interpersonal skills. Dynamic and highly engaged, Ilona plays an essential role by delivering high-quality operational support while continuously developing her expertise in both client service and the aviation industry.

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As Regional Vice-President, Wealth Planning, Francis works closely with high-net-worth clients to analyze complex financial situations and deliver integrated, strategic, and highly personalized planning solutions. With deep expertise in tax and financial strategies, he supports business owners, professionals, and affluent families in navigating sophisticated wealth management challenges. Francis joined CI Assante Private Client in 2016, following his role as Senior Manager in Tax at KPMG Enterprise, where he advised private corporations on strategic tax and corporate matters for five years. Prior to that, he spent ten years with Ernst & Young in tax advisory, building a strong reputation for analytical rigor and technical depth. A Chartered Professional Accountant, Francis holds a Bachelor of Commerce from McGill University as well as a Master’s degree in Taxation. His structured and strategic approach is focused on delivering sustainable solutions aligned with his clients’ business, family, and estate objectives.

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As a Wealth Planning Consultant, Magali works closely with high-net-worth clients to design and implement sophisticated estate and wealth transfer strategies. Her approach combines legal rigor, tax expertise, and a deep understanding of family dynamics to ensure the long-term preservation and seamless transfer of wealth. Magali joined CI Assante Private Client in 2016, following a legal practice focused on estates, trusts, and family law. Alongside her professional activities, she has been teaching trust law at Université de Montréal since 2015 and has authored several published articles, actively contributing to thought leadership in her field. A notary public and graduate of Université de Sherbrooke, Magali also holds a Master’s degree in Taxation and the TEP (Trust and Estate Practitioner) designation. She is a member of the Chambre des notaires du Québec, the APFF, and the Society of Trust and Estate Practitioners, and brings over 15 years of experience serving clients with complex wealth planning needs.

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Claudia is a Financial Security Advisor, Mutual Fund Representative, and Operations Specialist. She plays a key role in the firm’s daily operations and serves as a first point of contact for clients, ensuring consistent, efficient, and professional support. She is recognized for her in-depth knowledge of the financial services industry and her strong administrative expertise, developed over 25 years of experience. Fully licensed, Claudia actively contributes to the smooth functioning of the office through her professionalism, versatility, and operational insight. Her reliability and strong sense of responsibility directly support service quality and enhance the overall client experience.

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Charles is an Investment Advisor with CI Assante Private Client, where he provides disciplined and personalized portfolio management services to high-net-worth clients. He develops asset allocation strategies aligned with clients’ objectives and ensures ongoing portfolio oversight in close collaboration with the wealth planning team. With over 10 years of experience in financial services, including leadership roles at CIBC, Charles has developed deep expertise in North American and global equities, fixed income securities, and responsible investment mandates. A CFA charterholder with a background in economics from McGill University, he is known for his analytical rigor, disciplined approach, and long-term performance focus.

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Active in the financial services sector since 2012, Valérie has developed strong expertise through a variety of roles, including advisor support, operations, and as a personal financial advisor. A mutual fund representative since 2018, she also holds a certificate in accounting, which strengthens her in-depth understanding of her clients’ financial needs and challenges. In 2025, she joined CI Assante CMM as Operations Manager for the Valleyfield team. Recognized for her keen sense of client service, Valérie stands out for her diligence, professionalism, and personable approach. Her career reflects a consistent commitment to excellence, operational efficiency, and delivering highly personalized, high-quality support.

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Don is an Investment Advisor with CI Assante Private Client, providing portfolio management services to high-net-worth clients. With over 30 years of experience in the financial services industry, he works closely with the team to develop appropriate asset allocations and ensure disciplined, ongoing portfolio oversight. Prior to joining CI Assante Private Client in 2021, Don held senior leadership roles at well-established firms including Letko, Brosseau, and RBC. He holds a Bachelor of Commerce from Concordia University and is a Chartered Investment Manager (CIM). Don is recognized for his disciplined approach, deep market experience, and long-term commitment to prudent portfolio management.

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Specializing in financial analysis, Isabelle plays a key role in retirement planning and the optimization of decumulation strategies, working closely with the internal team as part of CI Assante CMM’s 360-degree approach. Trained in finance and international management at HEC Montréal, she is currently pursuing further education toward obtaining the Financial Planner designation. Isabelle gained broad experience at HSBC in Vancouver and Toronto, where she held roles across credit, risk management, human resources, and management functions. Known for her structured, action-oriented approach, she is also actively involved in her community, notably with the ACEF de l’Est de Montréal.

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Recently joining the team as an intern, Chloé Lalonde Denault is currently pursuing a Bachelor’s degree in Business Administration at ESG UQAM, with a specialization in Operations Management. She stands out for her analytical mindset, strong organizational skills, and keen interest in structure and process optimization. Passionate about entrepreneurship and real estate, Chloé is particularly interested in how well-designed and efficient operations support organizational growth and performance. Curious and proactive, she approaches each assignment with discipline, commitment, and a continuous desire to learn. Within the team, she contributes to operational projects and strategic support initiatives while developing a practical understanding of business realities. Her energy and discipline, combined with a strong commitment to ongoing learning, support her professional development.

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Maverick joined the team as an intern and quickly stands out for his discipline, intellectual curiosity, and strong analytical mindset. Currently pursuing a Bachelor’s degree in Finance at the Université de Sherbrooke, he has developed a solid foundation in financial analysis, capital markets, and investment strategies. Recognized for his professionalism, strong work ethic, and positive attitude, Maverick actively contributes to analysis, research, and strategic support initiatives within the team. He demonstrates a strong interest in long-term investing and approaches his responsibilities with discipline, commitment, and attention to detail.

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Portfolio manager and experienced executive, Clyde works closely with entrepreneurs and their families to structure, grow, and protect their wealth. He implements both public and private investment strategies, ensuring overall coherence and optimized performance. His approach is rooted in close coordination with professionals in the tax, legal, estate planning, real estate, financial, and accounting fields, transforming complex situations into integrated and tailored strategies. Having contributed to the establishment of a multi-Family Office as Chief Operating Officer, Clyde played a key role in structuring processes and integrating institutional-caliber investment strategies. Today, as a Portfolio Manager affiliated with Assante Capital Management Ltd., he takes a comprehensive wealth management approach that enables clear, aligned decisions focused on his clients’ long-term objectives.

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Romy is a dynamic professional within the financing department, specializing in mortgage development. Her approach combines creativity, analytical rigor, and a strong client focus, enabling her to deliver solutions tailored to each client’s needs. She began her career in the fashion industry after earning a Bachelor’s degree in Fashion Merchandising from Berkeley College in New York. This unique background helped her develop a keen eye for detail, strong analytical skills, and a client-oriented mindset, all of which she now applies effectively in the financing sector. By blending these two areas of expertise, Romy brings an innovative and structured perspective to mortgage solutions, making her a valuable asset to both the team and the clients she serves.

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Véronique brings many years of experience in the financial services industry and is recognized for her attention to detail, integrity, and dedication to thorough file management. She oversees the Operations Department, ensuring accuracy, consistency, and efficiency across all administrative processes. Her disciplined approach, combined with a proactive and people-focused mindset, makes her a trusted reference within the team. From managing transfers to overseeing follow-ups and client support, she ensures each step is carried out with precision and professionalism. Through her ongoing commitment and strong sense of accountability, Véronique plays a key role in maintaining operational excellence and enhancing the overall client experience.