Walking by the ocean, reading a good book, enjoying a great meal with friends, but most of all, watching her children grow and flourish, that's what led Anne to become a financial planner: to help you enjoy life's pleasures.

Anne holds a Bachelor of Business Administration (BBA) degree from HEC Montréal, specializing in finance. She has over 20 years of experience in the financial services industry and holds the title of Financial Planner (F. Pl.). Passionate, Anne is always on the lookout for the latest developments in her field to share her knowledge and offer you the best strategies for all aspects of your financial and fiscal situation.

Anne stands out for her thoroughness, her proactivity, and her personalized approach. Her primary mission is to protect your lifestyle and grow your wealth, for you and your loved ones.

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A passionate traveler, gastronomy enthusiast and movie lover, Johanne considers that balance between work and family is an essential pillar of her life. This belief guided her towards a career as an IG financial advisor. Her priority? Sharing precious memories with her daughter and her partner. Happy to welcome her loved ones around a friendly table, she can also find happiness in a good book or revitalizing hikes.

MBA graduate from HEC and advisor for IG wealth management for more than 15 years, Johanne has gained a broad experience in personal finance, mostly for retired and pre retired executives and entrepreneurs.

Her priority is to offer you advices which will allow you to maximize your financial and tax planning in collaboration with our highly qualified specialists. She counts on an highly personalized approach by establishing a trusting long term relation. You will benefit from a financial plan that is aggressive and adapted to every milestone of your life.

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Caroline has been a chorister in a vocal ensemble for several years; this symbolizes how important teamwork is to her. Horticulture is another passion of hers, where the pleasure comes from seeing things grow. Caroline gets the same satisfaction from implementing strategies for clients and seeing the positive impact they have on their financial plans.

A graduate of Université Laval, Caroline holds the titles of Financial Planner (F. Pl.) and Chartered Life Underwriter (C.L.U.). With more than 25 years of experience at IG Wealth Management, Caroline knows the challenges of financial planning and how to always consider both your expectations and your aspirations.

Driven by her desire to help people and to share her expertise with you, Caroline will guide you towards an ever-better financial future in order to guarantee you well-deserved peace of mind.

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Since her early childhood, Jade has developed a curiosity and love for cooking. She loves to create new dishes from scratch, only through her imagination and creativity. The discovery of new flavors led her to a new passion: travel. Indeed, travel has allowed her to learn more about different cultures and, even more importantly in her eyes, to develop new human relationships.

Jade has always had a strong sense of involvement. Throughout her studies, she was involved in various extracurricular activities: HEC Trading Club, Interuniversity Stock Market Simulation and Omnium Financier. Moreover, as a graduate of HEC Montreal in market finance, she developed her analytical mind, her determination and her thirst for learning. Driven by her curiosity about financial planning and looking for new challenges, Jade joined IG Wealth Management in the spring of 2021.

Being creative, bringing innovative methods, building relationships, analyzing her environment and being an intrapreneur are what motivate her. Jade is 110% committed to her work. She wants to accompany clients towards financial independence by providing them with advice and solutions adapted to their reality and that will help them make the best decisions.

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Anne-Marie has a great passion for pets and walking her dog in the forest allows her to relax. Whether at the sea, a lake or a river, she enjoys being near water. She also loves to travel. There is plenty of action and laughter at home with her two boys; activities are varied and range from discovering new recipes in the kitchen to practicing a variety of sports both in summer and winter.

With a dozen years of experience as a real estate broker before joining the team, Anne-Marie has developed versatility, professionalism, and attention to details. Calm and analytical by nature, she doesn’t cease to surprise us with her sharp sense of humor which contributes to enriching our team spirit.

Anne-Marie goes into great depth to answer any questions our clients might have. What motivates her? Offering a high level of service to ensure client satisfaction, giving her a great sense of accomplishment.

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Christine has a genuine passion for her family, nature, cooking and helping others. Moments of happiness shared with her family and outdoor excursions are a source of energy and balance. Her passion for cooking and evenings spent watching her favourite TV series are also cherished moments in her daily life. Involved in her community, she has devoted time to volunteering, reflecting her commitment to others.

Graduated from a DEC in office automation with a program specializing in office work coordination, Christine has accumulated over 10 years' experience in the secretarial field. Her roles as executive assistant and coordinator in the healthcare network have given her expertise in both administrative support and customer service.

Creative, determined and empathetic, Christine has an innate ability to understand the needs of others, work efficiently and find adapted solutions. Her commitment to providing exceptional service makes her a valuable asset for our team. Christine is fully committed to providing high quality service with responsive and pleasant support, which actively contributes to our customers' success.

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