Our Team

Gaétan is a portfolio manager who places his clients at the heart of everything he does. Dedicated to guiding and supporting every client in optimizing their financial situation, he takes a personalized and attentive approach.

Holding the respected designations of Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI), he delivers high-quality advice built on more than 20 years of experience in the financial services industry.

By working with Gaétan, clients also benefit from the expertise of a highly qualified team of specialists who are deeply committed to their financial well-being. His priority is to collaborate closely with each client to develop a personalized financial plan that provides genuine peace of mind.

Gino is a portfolio manager who applies a personalized and strategic approach to help clients achieve their financial goals. With nearly 30 years of experience in wealth management, he has developed strong expertise in portfolio management, financial market analysis, and investment taxation. Gino firmly believes in the importance of diversification, discipline, and consistency. His philosophy focuses on leveraging long-term market trends rather than pursuing short-term gains.

Recognizing that taxation plays a critical role in wealth optimization, he ensures that his strategies maximize after-tax results to deliver the strongest possible net performance for his clients. This perspective allows him to build robust portfolios that are precisely tailored to each client’s specific needs while optimizing their tax position in the face of market volatility.

An outdoor enthusiast, Gino finds personal balance in staying active and challenging himself. Whether he’s skiing, mountain biking, or out for a run, he applies the same discipline and endurance to his activities as he does to serving his clients.

Francis is a portfolio manager who makes his clients’ needs his top priority. Committed to supporting every client in achieving their financial objectives, he brings deep expertise in financial planning.

He holds a bachelor of business administration from UQAC, a master’s degree in finance from Queen’s University, and the prestigious Chartered Financial Analyst (CFA) designation. His academic journey also led him to China, an experience that allowed him to develop a strong understanding of Asian markets.

Passionate about geopolitics and international relations, Francis strives to deliver informed advice that reflects the economic and strategic realities of an ever-changing world. His goal is to build, alongside each client, a solid financial plan aligned with their aspirations, providing true peace of mind.

Loïc is an associate portfolio manager and investment advisor on the team. He holds a bachelor’s degree in finance from HEC Montréal and the Chartered Investment Manager (CIM) designation. He relies on strong technical expertise to support clients and provide impartial, transparent, and well-informed advice.

Two simple motivations led him to pursue this career: helping people better understand their finances and helping them turn their ambitions into reality. Having started his career at PEAK’s head office, he has developed a solid understanding of operations, enabling him to deliver outstanding client service.

Highly detail-oriented and well organized, Loïc supports the team in planning and executing investment strategies while also contributing to the continuous improvement of internal processes and client services.

Outside the office, Loïc finds balance through endurance and team sports. A former triathlete and swim coach, he practices a wide range of activities, including trail running, rock climbing, and Ultimate Frisbee.

Laurie is part of the team as an administrative assistant, supporting marketing initiatives and client experience. She holds an attestation of college studies (ACS) in Web development and brings ten years of experience in customer service and administrative support. This strong background allows her to showcase her versatility, organizational skills, and attention to detail.

A significant part of her role involves ensuring the smooth execution of administrative activities while overseeing the team’s communications and digital platforms. Dedicated to delivering an exceptional client experience, she ensures consistent follow-up on activities and communications for both the team and clients. Her commitment and proactive approach directly contribute to efficient workflows and high-quality service.

Outside of work, Laurie is a passionate American football fan. She enjoys planning trips to explore new stadiums and experience live games and never misses Sunday matchups, a weekly ritual she looks forward to.

Loïc is an associate portfolio manager and investment advisor on the team. He holds a bachelor’s degree in finance from HEC Montréal and the Chartered Investment Manager (CIM) designation. He relies on strong technical expertise to support clients and provide impartial, transparent, and well-informed advice.

Two simple motivations led him to pursue this career: helping people better understand their finances and helping them turn their ambitions into reality. Having started his career at PEAK’s head office, he has developed a solid understanding of operations, enabling him to deliver outstanding client service.

Highly detail-oriented and well organized, Loïc supports the team in planning and executing investment strategies while also contributing to the continuous improvement of internal processes and client services.

Outside the office, Loïc finds balance through endurance and team sports. A former triathlete and swim coach, he practices a wide range of activities, including trail running, rock climbing, and Ultimate Frisbee.

Laurie is part of the team as an administrative assistant, supporting marketing initiatives and client experience. She holds an attestation of college studies (ACS) in Web development and brings ten years of experience in customer service and administrative support. This strong background allows her to showcase her versatility, organizational skills, and attention to detail.

A significant part of her role involves ensuring the smooth execution of administrative activities while overseeing the team’s communications and digital platforms. Dedicated to delivering an exceptional client experience, she ensures consistent follow-up on activities and communications for both the team and clients. Her commitment and proactive approach directly contribute to efficient workflows and high-quality service.

Outside of work, Laurie is a passionate American football fan. She enjoys planning trips to explore new stadiums and experience live games and never misses Sunday matchups, a weekly ritual she looks forward to.

Francis is a portfolio manager who makes his clients’ needs his top priority. Committed to supporting every client in achieving their financial objectives, he brings deep expertise in financial planning.

He holds a bachelor of business administration from UQAC, a master’s degree in finance from Queen’s University, and the prestigious Chartered Financial Analyst (CFA) designation. His academic journey also led him to China, an experience that allowed him to develop a strong understanding of Asian markets.

Passionate about geopolitics and international relations, Francis strives to deliver informed advice that reflects the economic and strategic realities of an ever-changing world. His goal is to build, alongside each client, a solid financial plan aligned with their aspirations, providing true peace of mind.