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.

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.

Anne Giroux, CFA, SIPC

We support the leaders of asset management firms and growth-oriented businesses in structuring their priorities, evaluating their options, and unlocking their growth potential—through a unique combination of strategic advice, patient capital, and tailored support.

Jeremy Hendrikx PFP®, RIAC

I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.

Sarona Asset Management

Sarona Asset Management specializes in investing in private companies in emerging markets. Our team focuses on small and mid-market companies that serve the rising middle class, investing directly and through local funds and intermediaries. We are committed to achieving strong financial returns for our investors, and this commitment is embodied in all of our investment strategies. We seek to create deep and lasting impact wherever we invest. We believe that applying social and environmental values to each investment decision builds a better world for current and future generations.