Meet our friendly advisors local to the Quebec area. Select an advisor to find out where they're registered and how you may get in contact with them.
Mutual Fund DistributorDrummondville
Mutual Fund Distributor
Représentant sur le Marché Dispensé - Placements Privés, B.A.A.
Après avoir complété un Baccalauréat en Administration des Affaires en 1992, Eric a travaillé pendant 10 ans pour une compagnie produisant principalement des logiciels financiers. Il a pendant tout ce temps-là développé et acquis beaucoup de connaissance financière. En 2003, il a décidé de mettre toutes ces connaissances en pratique et de devenir conseiller financier. Il a ainsi obtenu ses permis en assurance de personnes et en épargne collective la même année. Courtier indépendant depuis 2004 en assurance et en investissement, il a toujours travaillé pour trouver la meilleure solution pour ses clients, auprès de toutes les compagnies qu'il représente. Toujours à la recherche de solutions financières profitable pour ses clients et lui permettant ainsi de se démarquer, il s'est bâtit une clientèle de professionnels et de gens d'affaires.En 2012, il a ajouté une corde à son arc en passant son permis sur le Marché Dispensé, lui permettant ainsi d'offrir à ses clients des placements privés. Il était au fait de ce marché depuis déjà 2008, mais ce marché au Québec était réservé aux institutions depuis toujours, Eric savais pertinemment que ce marché était florissant dans le reste du Canada depuis 25 à 30 ans pour les investisseurs Qualifiés. De plus, depuis 2008, il constatait la tendance des gros investisseurs institutionnels, comme les fonds de pensions, à augmenter considérablement leurs parts d'investissements dans le secteur des Placements Privés. Donc, quand il apprit que ce marché devenait disponible au Québec pour les investisseurs Qualifiés et Éligibles, il était clair pour lui qu'il devait offrir cette nouvelle gamme de produits à ses clients. Il a donc joint en décembre 2013, Pinnacle Wealth Broker, un leader dans le domaine du Placement Privés. Et maintenant il se consacre à 100% à ce domaine d'activité en investissement, soit le Marché Dispensé Placements Privés.Eric propose donc à ses clients des conseils impartiaux sur la façon de diversifier leurs portefeuilles d'investissement et il les aide à atteindre leurs objectifs financiers.En tant que représentant de courtier, il se concentre sur les besoins de ses clients et il est toujours à rechercher ce qui est bon pour eux. Le temps passé avec ses clients est très important et il prend le temps d'écouter et d'informer ses clients sur leurs investissements et sur les opportunités possibles.Père comblé de 2 adolescents, le temps en famille est très important pour garder un bon équilibre travail/famille. Le ski alpin, le tennis, le golf, le cinéma et les voyages dans le Sud avec ses garçons sont les activités qu'il préfère et qu'il pratique. (20200807)
Eric Roy has been in financial services over the last 15 years and was always intrigued by the private markets. He wanted to offer his clients more than the traditional financial tools available and wanted to join a reputable Exempt Market Dealer. Pinnacle Wealth Brokers is his number one choice.Eric has also been working with his clients on advanced tax-planning strategies using life insurance mainly on the corporate side. The "Infinite Banking Concept" has also been his focus over the last several years, working with many clients across the country. Eric focuses mainly on creative and innovative financial solutions for his clients, both on the personal side and corporate side. His business consists mainly on insurance and exempt market planning strategies.Clients enjoy working with Eric because of his excellent customer service and knowing that their interest always comes first. They also enjoy and appreciate non-traditional ways of investing and saving to reach their financial goals.Eric gets his swim early in the morning and he is done by 7:30am. He then heads to the office at around 8:30am. Eric usually has a few meetings per day, either in person or via Skype or GoToMeeting, which he finds it very effective and cost effective. Eric is registered throughout the country both on insurance and exempt market. He also travels a fair bit, at least monthly to go see his clients across the country.Eric is married with 2 kids, Simon and Savanna. Eric has been staying fit training for Triathlons, enjoying flying airplanes (private) and spends time at his cottage. His dream vacation is in Hawaii.Eric has completed over 20 Ironman triathlons with a personal best of 8hrs 58min. He strives every day to achieve excellence both on the personal and professional side. (20200807)
With over five years of experience in the hospitality industry and having worked in renowned properties such as the Ritz-Carlton Montréal, Hilton Bonaventure and Le Centre Sheraton, Gabriel decided to bring a wind of change to the finance world.
He thereafter completed certifications in financial laws, taxation, investment and insurance with the Autorité des Marchés Financiers, the body mandated to regulate Quebec’s financial markets.
Gabriel holds Canadian Securities Course and Conduct and Practices Handbook certificates from the Canadian Securities Institute in Toronto.
Consulting Gabriel Villeneuve for your financial well-being will not only provide you with impeccable service, but with thoughtful advice tailored to your ambitions and investor profile. (20200822)
Private Market Specialist
Jean-François is a veteran in the banking industry with more than 25 years of experience, including several as a senior executive. He holds an MBA from the University of Edinburgh which he completed in 2007. His academic background and extensive banking experience give him a lot of depth in studying the needs of his clients. He's very tech savvy and participated in a tech start-up in 2018.
Jean-François is involved in his community and has completed many volunteer home renovation projects for people in need and non-profit organizations. In his spare time, he’s passionate about Spartan type obstacle racing and outdoor running. (20200807)
Private Market Specialist
Private Market Specialist
Mario has been involved in the financial industry for over 25 years. Prior to Pinnacle, Mario managed business development teams as well as underwriting teams in retail and commercial credit for different financial institutions. He has always worked in a regulated industry where compliance was at the forefront of day-to-day activities. Mario was also responsible overseeing the funding of over $4 billion dollars in mortgages per year.Mario believes the client is the most important person in the world. Every client has a story and it is important to build a respectful and trustworthy relationship. Connecting with clients is at the core of his business dealings. His greatest satisfaction is when clients refer friends, relatives or business partners who are seeking information about the exempt market.In his spare time, he enjoys alpine skiing and riding his Harley Davidson. (20200807)
Mutual Fund Distributor
In 2006, Mathieu obtained his Doctorate in Veterinary Medicine. He practiced 13 years in the federal public service as a regulated veterinarian. Passionate about business and personal finance, Mathieu graduated in Business Administration in 2008 and received his certificate in Personal Financial Planning in 2009.
After a trip around the world with his family in 2019-2020, he decided to give up his job as a veterinarian. In order to live his passion for finance to the fullest, he became a financial advisor in 2021.
Mathieu offers his clients neutral and transparent advice. Above all, he offers personalized solutions to guide them on the right path in managing their personal finances.
Mathieu systematically analyzes the financial situation of his clients. The goal is always to optimize their personal finances so that they can achieve their goals. Mathieu always puts himself in the shoes of his clients so that the investments chosen are in line with their values and projects.
To recharge his batteries, Mathieu spends a lot of time reading. Of course, his library is full of books on investment and business. He also loves cross-country skiing and hiking in the mountains with his family.
Mathieu has two extraordinary children, Cassandre and Hubert, who spice up family life. He and his wife are very proud of their accomplishments.
Since travel is a big part of the Lajoie family's life, the family would like to go back and travel around the world and set foot in new countries in order to learn more about the world and its cultures and, who knows, gain a new perspective on investment management and personal finance in general.
From an early age, Michael has always been in some way exposed to the services industry. With over 20 years as a professional in a variety of industries, he has developed very simple principles focused on creating lasting business relationships and memorable client experiences. Many of his skills were learned at a young age, through extensive travels across North America and France with his family, meeting individuals from all walks of life. As a consequence of these experiences and countless encounters, he has become a top performer in many industries including R&D for the RCMP and Health Canada, sales and business development.Michael’s beginnings in the public eye and exposure to the various facets of client service started on the road with his father. From his travels with his father, Michael benefited from learning about many aspects of life, including finances, politics, business and client satisfaction. Many skills and principles he developed were a blend of watching his father develop relationships with top tier individuals as well as extensive reading, and long conversations with his father.Further along his path, Michael had developed analytical skills studying and working in the science industry, as well as in business development and consulting. These skills allowed him exposure to various industries and ignited a need to know more which developed into a very deep curiosity for all things, most notably finance. Although having learned much from his father, books and having worked for a number of years in the public funds sector, he always looked for more. Eventually, finding his way into the private sector.All of his experiences combined with passion for learning gives Michael a unique perspective on many different aspects of the financial services industry. His passion for educating others them transmits well and shines through with those around him as well as individuals that meet him for the first time. He enjoys building organic relationships with clients based on honesty, respect and a strong sense of integrity.On a personal note, Michael enjoys a happy life in the Ottawa valley, with his wife and surrounded by amazing friends and a vast network of admirable professionals. He is an avid reader of things scientific and business related, as well as a big fan of movies, most notably sci-fi. It is Michael's sense of integrity and never ending experiences that Michael puts to work for his clients to help them achieve their goals and their dreams. He looks forward to the privilege of helping you set and achieve your goals and dreams and watching you grow."All our dreams can come true if we have the courage to pursue them." —Walt Disney (20200807)
Private Market Specialist
Détenteur d'un Baccalauréat es Arts de l'Université Laval, Pierre oeuvre dans le domaine des ventes depuis maintenant plus de 30 ans et il a décidé en 2016 de se consacrer à un domaine qu'il a toujours suivi de près, les finances personnelles. Ayant eu la chance de découvrir l'immense opportunité que représente le marché dispensé pour les investisseurs potentiels, il a choisi ce champs très précis afin de pouvoir proposer ces produits encore trop peu connus au plus de gens.Au cours de ces 30 dernières années, Pierre a été reconnu en tout premier lieu par ses clients pour le fait qu'ils peuvent placer en lui toute leur confiance car il leur conseille ce qu'il considère être la meilleur solution à leurs besoins et par la suite il fait tout pour aller au delà de leurs attentes.Amateur de voyages et de golf, Pierre a une autre passion qu'il pratique à longueur d'année et ce dans toutes les conditions: la plongée sous-marine.Grand amateur de croisières, il en profite bien entendu pour assouvir cette passion dans des lieux multiples afin de profiter de la faune et de la flore sous-marine un peu partout. (20200807)
Mutual Fund Distributor
Représentant Placements Privés
Private Market SpecialistLaval
Valy a travaillé 14 ans en gestion des ressources humaines dans le réseau de la santé. Ayant toujours cherché à faire grandir ses propres avoirs, Valy a fait de nombreuses démarches personnelles pour acquérir des connaissances dans le domaine financier. Désireuse de partager les connaissances acquises et animée par un désir profond d’apporter une aide significative dans la vie des gens. Valy décide finalement d’en faire sa deuxième carrière en obtenant son permis en assurances de personne en 2017 et son permis d’exercice sur le marché des placements privés en 2019. (20201127)
Directeur de Succursale | Représentant Placements Privés
Yves has been practising in the financial field for over 30 years.
He supports people in achieving their financial freedom. It’s more than just a job; it’s a passion that drives him every day.
He began his practice in financial services when he graduated in 1989 with a certificate in life and health insurance. Subsequently, in order to expand his services offered and ensure that he had the best knowledge possible to advise his clients, he completed the Canadian Investment Funds Course in 1997. He became president of his own financial service firm Accès Sécurité Financière in 2001, manages an office in Quebec City, and provides specialized advice in tax strategy, investment and life and health insurance.
In 2016, he obtained his registration as an Exempt Market Dealing Representative in order to offer private placements to his clients. In October 2017, he opened a new office in Laval and is still maintaining his relationship by travelling between Quebec City and Montreal. Always on the lookout for new financial developments, he develops innovative strategies that meet his clients’ expectations.
His expertise in financial services and his personalized approach benefit his clients who want to benefit from innovative avenues.
Yves is a fan of golf, skiing, hiking, travel cycling and motorized sport, enjoying life and people. (20200807)