Leo Jean-Guy Pelletier

Leo Jean-Guy Pelletier

Portfolio Manager & Investment Advisor

CIM®

MBA

Working together to help you achieve what truly matters to you

Phone

Office

(514) 847-2538

Mobile

(514) 518-8547

Office Location

1350 Boul. René-Lévesque O., 9e étage Montréal, QC H3G 1T4. map

With over 35 years of experience in financial services, I have had the opportunity to support a diverse range of clients, including business owners, families, retirees, and foundations. My career has spanned financial planning, commercial and retail banking, and private client services, allowing me to bring a well-rounded perspective to each client relationship. I am committed to delivering tailored solutions designed to help clients achieve their goals with clarity
and confidence.

Outside of my professional life, family is at the centre of everything I do. I am a proud father and devoted husband, and I value the time we spend together, whether at home or outdoors. Nature plays an important role in my life, offering both balance and inspiration through activities like trekking and cycling.

Giving back to the community is deeply important to me. I co-founded Académie Zénith, an organization dedicated to supporting adults with severe disabilities by providing a welcoming environment to build skills, friendships, foster a meaningful social life and providing weekend respite to families. I also helped establish an annual cycling event that raises funds and awareness for causes that matter to me and the community.

I strive to lead with empathy, integrity, and a genuine commitment to helping others succeed. Whether guiding clients through their financial journey or contributing to the community, my focus remains on making a positive and lasting impact.

Phone

Toll Free

(877) 729-6044

Branch Phone

(646) 889-0923

Certificates

CIM®

MBA

Languages

French

English

 

The Nguyen Pelletier Group

Our team brings together diverse expertise, shared perspective, and a commitment to delivering thoughtful, disciplined advice. Working collaboratively behind the scenes, we aim to provide every client with continuity, responsiveness, and a highly personalized experience.