Alain’s 25 years of experience in wealth management provide him the insight and the reflexes to identify strategies and solutions for each client, whether their situation is simple or more complex.
He understands the challenges clients may face when dealing with multiple advisors and his knowledge and experience allows him to integrate their advice into a coordinated strategy.
Developing his expertise has always been a priority for Alain.
After completing a Bachelor’s in Accounting and obtaining his CPA designation, he migrated into wealth management and obtained his Financial Planner’s designation. He then obtained the Chartered Investment Manager designation allowing Alain and his team to provide discretionary portfolio management to his clients.
Alain has spent many years helping our industry evolve from primarily delivering investment advice to taking a much broader wealth management approach including retirement planning, tax strategies, risk management and estate planning strategies.
Alain was born and raised in Montreal where he now lives with his wife and children. He is passionate about maintaining an active lifestyle that includes, tennis, cycling and skiing.