Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Archives: Company Profiles
Holds company profiles and specific data
Dustyn Lanz
OxProx is developing the world’s first public database of proxy voting records. making proxy voting information more accessible than ever. OxProx also helps clients with peer analysis, external manager reviews, and other data-driven intelligence. Revenues from these projects make an impact by supporting the development of the public database.
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.
Julian DUPLAN
Through my professional and personal commitments, I thrive to show that another path, another economical model is possible, a model more respectful of Nature and its stakeholders: an economy of the Common Good…
Mantra: See opportunities, make connections and get things done!
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Finance Montréal is Québec’s financial cluster. Created in 2010 by the financial services industry at the Québec government’s invitation, we bring together under one roof governing members, partners, associates and numerous volunteer professionals from Québec’s financial sector.
Our mission is to develop and promote Québec’s financial services industry by bringing together stakeholders and influential players from the world of finance.
We are the hub where key players in the financial industry join forces to make Québec’s financial industry more competitive and prosperous.
Cory Baker
Shane Tiley
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors.
Sonia LeRoy
With 35 years of financial planning experience and expertise in responsible investing, Sonia is passionate about leading her clients to align their money with their values. A Certified Financial Planner (CFP®) a Registered Financial Planner (RFP), and a Responsible Investment Specialist (RIS), Sonia has been awarded the Wealth Professionals Advisor of the Year – Responsible Investments three times and is currently an excellence awardee for Wealth Professional’s Financial Literacy Champion Award and for Excellence in Philanthropy and Community Service. Sonia is co-author of Financial Success for Women by Women, and of two books about retirement planning forthcoming in 2025.