Marketplace Access: Ri Advisor
Nicole Gauron
Nicole Gauron, Pl.Fin, MBA., ASC.
Conseillère en Gestion de Patrimoine
Groupe Vo-Dignard Provost | Financière Banque Nationale
www.vpbnc.ca
TEL : 514-879-5521
1 Place Ville-Marie, suite 1700, Montréal, QC H3B 2C1
nicole.gauron@bnc.ca | Linkedin Nicole Gauron
LinkedIn – Groupe Vo-Dignard Provost
Drew Sutherland
Since its founding in Montreal in 1968, Pembroke Management has focused on investing in high-quality growth companies in Canada and the US. With offices in Montreal and Toronto, Pembroke Management serves institutional and high net worth clients in North America and Europe.
Pembroke Private Wealth Management, a wholly owned subsidiary of Pembroke Management founded in 1988, offers a range of investment solutions to family offices and high net worth clients across Canada and is registered with the Canadian Investment Regulatory Organization (CIRO).
The Pembroke group of companies is proudly independent and has combined innovation, insight and growth to help build client wealth since 1968.
Lyne Larochelle
Lyne Larochelle – Membre AIR RIA
Conseillère indépendante en investissement responsable
Devenir un investisseur naturellement responsable n’a jamais été aussi simple — ni aussi porteur de sens. Chez Larochelle Conseils, Lyne met à profit une expertise solide et une longue expérience en Investissement Responsable et d’Impact, accompagnant fièrement ses clients comme conseillère financière indépendante depuis 2011. Qu’ils soient entièrement ou partiellement intégrés, les portefeuilles tenant compte des facteurs ESG offrent un meilleur potentiel de rendement lorsqu’ils bénéficient de conseils éclairés et d’un suivi rigoureux à chaque étape de votre vie. Aligner prospérité et valeurs est un choix intelligent et puissant. Faites travailler votre argent de manière à refléter authentiquement ce qui compte pour vous — vos objectifs, votre impact, votre avenir. Votre conseillère et partenaire pour un avenir davantage durable, Lyne Larochelle, SIR
Lyne Larochelle – AIR RIA Member
Independent Responsible Investment Advisor
Becoming a naturally responsible investor has never been easier—or more meaningful. At Larochelle Conseils, Lyne brings a refined expertise and long standing commitment to Responsible and Impact Investing, proudly advising clients as an independent Financial Advisor since 2011.
Whether fully or partially integrated, portfolios that incorporate ESG factors perform best when supported by thoughtful advice and ongoing follow up throughout every stage of your life.
Aligning prosperity with values is a smart and powerful choice. Put your money to work in a way that truly reflects what matters to you—your goals, your impact, your future.
Your advisor and partner for a more sustainable tomorrow,
Lyne Larochelle RIS
Daniel Cheng
Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
Marlon Shi
Geoffrey Sgarbossa
Christiane VanBolhuis
Kusum Sen
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Megan Wenckowski
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.