A regulation graduate from the College of Sherbrooke, she additionally obtained a certificates in company governance from Laval College in 2017. She focuses on pension plans and worker advantages. Through the years, she put her expertise on the service of Solar Life, BNP Paribas UK, Fasken Martineau DuMoulin and Morneau Shepell, earlier than arriving at ACCAP Quebec in October 2015. She is the primary girl to guide this group.
Sylvain de Champlain (Picture: courtesy)
Sylvain DeChamplain has been within the monetary providers business for over 35 years. President of De Champlain Monetary Group, this passionate advisor is aware of the unbiased neighborhood properly. He has been a accomplice and coach at Virage Teaching since 2007, the place he coaches entrepreneurs and monetary advisors. He has additionally been a director on the Chambre de la sécurité financière (CSF) since 2016 and since this yr, he’s first vice-president of the board of administrators (CA) of the CSF.
Chantal Lamoureux, LL. B., CRHA has been CEO of the IQPF since November 2020. Passionate supervisor and company administrator, with greater than thirty years of expertise in massive non-public and public firms, she is acknowledged for her dynamism, her pragmatism and her capability to create profitable enterprise partnerships. Chantal has chosen to get actively concerned within the growth of the monetary planner occupation, which she considers important, distinctive, advanced and nonetheless too usually missed. It thus needs to contribute to the monetary well-being of people, households and communities.
Chantal Lamoureux holds a Bachelor of Legal guidelines from the College of Montreal.
Francis Sabourin is Wealth and Portfolio Supervisor at Patrimoine Richardson in Montreal. Earlier than becoming a member of Wealth Richardson in November 2006, Francis labored as a monetary advisor with numerous brokerage companies, together with Groupe Possibility Retraite and Merrill Lynch Canada, which grew to become CIBC Wooden Gundy.
Holder of a bachelor’s diploma in economics and finance from McGill College in 1992, Francis Sabourin has held the title of economic planner since 1999.
Appointed Councilor Emeritus in 2016 by Finance and Fundinghe additionally acquired six consecutive awards on the Wealth Professionals Awards held annually in Toronto, specifically the World Advisor of the yr Award for 2016, 2017, 2019, the Discretionary Portfolio Supervisor of the 12 months Award in 2018. He was additionally named Advisor of the 12 months – Various Investments in 2021 and gained silver in 2020.
Ann-Rebecca Savard is president of the Affiliation of the subsequent era of economic providers (ARSF previously the Montreal division of the RJCQ). Impartial advisor affiliated with MICA Cupboards de Companies financiers, a household enterprise created by her grandfather, for 3 years, she has already succeeded in making her place within the business. She can be very concerned in accountable funding. Her personal investments are 100% in environmental, social and governance (ESG) funds and he or she makes a degree of discussing these subjects together with her purchasers.
Ann-Rebecca Savard holds a certificates in psychology from UQAM and a Bachelor’s diploma in finance from the Faculty of Administration Sciences (ESG UQAM).
David Truong is a senior advisor on the Nationwide Financial institution Non-public Banking 1859 Heart of Experience. He’s additionally a coach within the skilled coaching course on the Institut québécois de planification financière (IQPF) and lecturer in monetary planning at HEC Montréal. He holds a Grasp’s diploma in taxation from the College of Sherbrooke and a certificates in monetary planning from HEC Montréal.
Alizee Calza is deputy journal editor Advise and within the newspaper Finance and Funding.
Alizée holds a bachelor’s diploma in French and common historical past from the College of Letters in Geneva and a postgraduate diploma in journalism from the College of Montreal. Earlier than working for Advise and Finance and FundingAlizée Calza did an internship at Montreal Journal and freelanced for cultural and present affairs newspapers in Montreal.