Hélène Gagné is a Fellow of the Ordre des Administrateurs agréés du Québec. She is a portfolio manager, financial planner and financial security advisor. Her opinions are regularly solicited by written and electronic medias and she is a frequent guest on television programs such as RDI Économie. Hélène is the author of two books on investment and retirement, including Votre retraite crie au secours (Éd. Transcontinental, 2015).
Linda Johnston is a Fellow of the Canadian Securities Institute. She is a portfolio manager, financial planner and financial security advisor. Linda is the first woman in Quebec to obtain the title of Certified International Wealth Manager (CIWM) in recognition of her skills in finding optimal solutions for the complex situations of affluent investors.
Patrick is a portfolio manager and a CFA® charterholder, one of the most prestigious professional designations in finance. He holds an MBA in Investment Management from Concordia University and a bachelor’s degree in Electrical Engineering from McGill University. With almost 15 years of investment experience, he most recently worked for one of the largest corporate pension plans in Canada where he participated in investment selection and portfolio construction. Patrick is known for his listening skills, his calmness and his ability to simplify complex financial concepts.
Catherine Johnston has been active in the investment industry for over twenty years and has acquired a wealth of expertise in the administration of client accounts. In addition to ensuring transactional compliance and accuracy, Catherine oversees the firm’s day-to-day operations. Our clients appreciate her professionalism, dedication and integrity. Catherine plays a pivotal role in the growth and long-term success of the team.