Learn about our team

François Gagnon, CPA,CA, Pl.Fin., CIM

François Gagnon, CPA,CA, Pl.Fin., CIM

Portfolio Manager

A graduate of HEC Montréal in 1988, François joined the ranks of the largest accounting firm of the time: KPMG. Rich in this experience, he began his career as a chartered accountant in 1990 before specializing in financial planning in 1994.

For over 20 years, Francois has been helping people profit from the financial world by making the right investment, tax and personal finance choices.

Francis Bédard

Francis Bédard

Investment assistant

A graduate of HEC Montréal, Francis began his career in accounting and finance before turning to securities brokerage.

Francis role is to assist the manager in the smooth running of transactions, to ensure a prompt and effective response to clients needs and to produce the various reports required for sound portfolio management.

Monique Latour

Monique Latour

Administrative assistant

Monique is actively involved in the success of our customer service. Having started working for François in 1996, she knows all clients by name and ensures a personalized service!