Client Relationship Associate

Francesca is our "Go Getter".

Within our team, Francesca is famous for her work ethic and enthusiasm. She graduated from Concordia with a B.Comm. in Finance and has successfully completed the Canadian Securities, Conduct and Practices Handbook, Options Licensing and Professional Financial Planning Courses with the Canadian Securities Institute. Francesca joined our team in 1999 and is responsible for account administration, trading and support on multiple assignments. She has the experience and passion to allow her to excel at the kind of top-tier service that helps to make the wealth journey a very positive experience for our clients. 

Fluent in Italian and French, Francesca is a supporter of the Opération Enfant Soleil. Her personal priority is her husband and two young children and she enjoys camping, good theatre and activities that keep her kids active and happy. As a big foodie, she loves to try out new recipes. When time permits, Francesca enjoys skiing, skating, biking and travelling to Europe (but the reality with two young kids is more often an all-inclusive in the Dominican Republic where she can be pampered!).

Associate Investment Advisor

Louis is our "Number Cruncher".

Louis’ father traded futures. While growing up, his dad showed Louis the day's charts and trading patterns, sparking his early understanding of the markets. Today, Louis is a father himself and, while his son Liam is still very young, we suspect he’ll soon start teaching him to read the markets.

A Selwyn House old boy who graduated in the top 15% of his class with a B.Comm. in Finance and Accounting from Concordia’s John Molson School of Business, Louis joined our group in 2007 just before the financial crisis hit. He soon obtainedRead more content start his Chartered Financial Analyst designation, passing all three of the rigorous exams consecutively. Today, he belongs to the Montréal CFA society and is licensed to provide sophisticated options solutions. We feel that Louis’ expertise in financial analysis makes him invaluable to our sophisticated investors, who appreciate his broad range of knowledge. Louis constructs our team’s stock portfolios and helps us identify top names.

Louis loves to travel to new and exotic destinations, embracing the authentic local culture and especially the exotic culinary and street food scenes. Louis always excelled at hockey and rugby and played competitive football through school and city teams. He still plays sports and keeps fit by working out in the gym, spinning, doing boot camps and weightlifting.

Associate Investment Advisor

We refer to Estevan as our "Brainiac".

As early as CEGEP, Estevan’s entrepreneurial professors inspired him to read up on what makes a business succeed, and he has never stopped learning. Constant innovation is his mantra and he loves our team’s dynamic work environment.

Estevan began his career in 2011 and joined our family in 2014 from the Kenneth Woods Portfolio Management Program. Before that, as a member of the Institute of Co-operative Education, Estevan completed invaluable internships as a Risk Analyst covering the Canadian Real Estate market at GE Capital, as a Sell-Side Associate of small-cap technology equities at Industrial Alliance Securities, and as a Research Analyst for a portfolio at Mirabaud Canada. Estevan earned his Bachelor of Commerce degree with a major in Finance, graduating with Distinction on the Dean’s Honour List from Concordia’s John Molson School of Business.

Estevan is a CFA charterholder, is a candidate for the Chartered Investment Manager designation, a member of Beta Gamma Sigma Fraternity and the Golden Key International Society. Estevan provides analysis and investment recommendations for our high net worth clients and assists in managing our North American Equity portfolios.  

A soccer fanatic who played competitively for over 20 years, Estevan now plays semi-competitively to stay concussion-free. He loves to push his body to its limits through weight training and his rigorous fitness regime. His other passions include reading the latest business books and travelling to soak up new cultures and cuisines, especially in Spain, where his father was born, most of his family lives and, of course, everyone lives and breathes soccer.

Administrative Associate

We call Camelia our "Goodwill Ambassador" 

Camelia cultivates her relaxed attitude by gardening, which is her therapy for mind and body. She also cultivates the affection of her coworkers by sharing her delicious cooking and baking with us at lunchtime. With a BA in Literature, Culture and Civilization and a strong interest making things work efficiently, Camelia went on to earn a secretarial and administrative degree at École des métiers de l'informatique, du commerce et de l'administration. She joined TD Wealth in 2005 and assisted the Branch Administrator until she became part of our team in 2012. Camelia takes great pride in her work and really gives 110% to provide accurate, detailed, organized information and support to keep our office running smoothly.

Camelia volunteers with Centraide of Greater Montréal to break the cycle of poverty and social exclusion. Her favourite place to travel is Romania, where she can visit her parents, explore the country and help her son to understand his origins. Camelia values any activity she can share with her family and loves getting out into nature to go cycling.

Administrative Associate

For the past two decades, I have ensured that a legendary client experience was prioritized above all else in my work in both the pharmaceutical and accounting industries. I am fluent in both French and English and hold a B.A from Concordia as well as a B.Ed from McGill.  I have a passion for learning and collaboration.

On the personal side, I can usually be found on the sidelines of a soccer field or in the stands at the pool cheering on my kids in their various sports.  I also enjoy travel, curling up with a good book, and the great outdoors.