Our team
The members of our team form a complementary and heterogeneous group. They all share the same values and are committed to putting our clients' interests first. We also have access to in-house specialists to cover all aspects of wealth management, as well as an excellent network of external professionals who can meet your various needs (litigation, accounting, notary, etc.).
Senior Investment Advisor
Associate Portfolio Manager
LL.B.
CIM®
Claude Paré graduated in Law from Laval University and specialized in Insurance Law until the age of 53. In 2006, once his family was complete and his finances secured, he decided to leave his first career to pursue his youthful dream of becoming an Investment Advisor. He started at RBC before transitioning to TD in 2011.
A passionate enthusiast of the financial markets since his youth, Claude even hitchhiked to New York at the age of 16 to visit Wall Street. He managed to pay for his first house with the returns from wise investments he made with his loans and scholarships while studying. Admiring Warren Buffet, he modeled his investment style after his idol, focusing on value investing. Claude enjoys finding and investing in profitable companies with good long-term growth potential.
Married for over 50 years to his wife Lucie, Claude is the father of three daughters and the grandfather of three grandchildren. He spends his free time reading books, financial news, and scientific journals. He has been a subscriber to Scientific American for over 50 years!
English
French
Associate Investment Advisor
B.A.A
Pl.fin.
A family man, Raphael Morency is the father of 5 children. He likes to tell his clients that if he can manage 5 kids at home, managing their finances is no problem! A graduate of the University of Quebec at Rimouski in Business Administration, Raphael also obtained his Financial Planner certification in 2023.
Before joining the Paré & Paquet Team in July 2015 as a Client Relationship Associate, Raphael worked at Metro for over 10 years, where he held a management role in his final years with the company. After nine years in his role as a Client Relationship Associate at TD Wealth Private Investment Advice, Raphael was promoted to Associate Investment Advisor. His knowledge of the markets and his focus on customer service allow him to stand out and bring great value to the team.
Associate Investment Advisor
B.Sc
CFA®
FSA
After graduating with a degree in Actuarial Science from Laval University, Julien began his professional career as an Investment Risk Management Analyst at Industrial Alliance, while also serving as a lecturer at Laval University. After spending a little over two years at Industrial Alliance, he decided to venture into business and founded Athlex, a collaborative platform for high-level sports organizations. This entrepreneurial journey lasted 5 years, after which he moved on to management at Desjardins General Insurance Group. During his 5 years at Desjardins, Julien took on various management roles in different fields. Alongside his experiences, Julien earned the designation of Fellow of the Society of Actuaries (FSA), and is a CFA® charterholder.
In 2023, Julien decided to return to the financial industry as an Associate Investment Advisor, wanting to combine his passion for finance, his ability to build solid relationships, and his desire to make a difference in people's lives. He decided to join Équipe Paré & Paquet due to the chemistry he felt with the other team members, their investment philosophy, and their high standard of customer service.
Outside of work, Julien has been an accomplished amateur golfer, having won the Alexandre de Tunis, a renowned Quebec championship, and two Canadian University team championships as the team captain of the Laval Rouge et Or. He is a keen sports fan and enjoys hiking and camping. He greatly values his family time with his partner Jennifer, his daughter Emmanuelle and his dog Kygo.
Administrative Associate
B.A.A
Félix St-Pierre, native of Quebec City, has held a degree in Business Administration from Laval University since 2015. After a few years at IG Wealth Management as a Financial Security Advisor and Mutual Fund Representative, he decided to make a career change and became Manager, Personal Financial Services at TD for over 5 years. As a Manager, Félix ensured the financial needs of his branch's clients were met. Félix has in-depth financial knowledge and strives to provide a high level of customer service.
At the beginning of 2024, an opportunity arose at Équipe Paré & Paquet and Félix made sure to seize it. Since then, he has been serving as an Administrative Associate, primarily handling the administrative aspects of the team. Outside of work, Félix is passionate about sports and is the father of little Rosalie.
Client Service Associate
Client Service Associate
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.