Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Province Residing: Quebec
Daniel Massé
Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
Jules E. Génier
Jean-Georges Vaillant
CABINET DE PLANIFICATION FINANCIÈRE
CABINET DE SERVICES FINANCIERS
www.groupemirador.com
Au service de l’Union des Artistes
Terry Soucy
I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
Lyne Larochelle
Becoming a natural Responsible Investor has never been so easy and efficient. At Larochelle-Conseils, Lyne is providing a great experience and mature convictions of Responsible Investing as an independent Financial Advisor since 2011.
The best portfolio that is fully or partially integrated with ESG factors comes with advice and regular follow-up along the way through your life.
Prosperity and values is a smart match to make. Put your money at work the way you believe it truly counts.
Your Advisor and partner for a greater tomorrow,
Lyne Larochelle
Pascale Imbeau
Chacun d’entre nous possède un ADN financier qui lui est propre. Il est fait de dizaines de molécules de vie qui gravitent dans notre quotidien et qui interagissent les unes avec les autres : notre famille, notre carrière, nos projets immédiats et nos rêves pour demain, notre retraite, notre entreprise, nos valeurs profondes.
Mon rôle – et mon savoir-faire –, c’est d’élaborer une stratégie financière fidèle à cet ADN. C’est d’épauler chacun de mes clients afin qu’il atteigne ses objectifs sans oublier sa qualité de vie et en respectant ses convictions. C’est de le soutenir pour qu’il puisse se projeter dans le futur avec une bonne dose de confiance et de fierté.
Lorsque j’ai choisi la finance comme carrière il y a une vingtaine d’années, je voulais offrir à mes clients des services de gestion d’actifs alliant connaissance pointue des marchés, intégration de certaines valeurs et accompagnement personnalisé. Aujourd’hui, c’est une équipe et des partenaires, tous ces gens de qui je m’entoure, qui cultivent cette vision à la fois rigoureuse et humaine de la « finance ».
Je suis l’alliée des familles, des professionnels et des chefs d’entreprise que je conseille. Spécialisée dans l’art de travailler ensemble et pour leur assurer un accompagnement de la plus haute qualité, je jumèle leurs autres professionnels de confiance et leurs proches à notre propre réseau de spécialistes et de partenaires.
Dès le tournant du nouveau millénaire, j’ai intégré à ma pratique l’investissement responsable et durable. J’en ai développé une expertise, ceci tant par conviction personnelle que pour répondre aux attentes de ma clientèle. Membre de l’Association pour l’Investissement responsable depuis plus de 15 ans, aujourd’hui encore je continue d’affiner mes connaissances, de me documenter et de participer à des conférences spécialisées pour me tenir au courant des derniers développements et enrichir ma vision de l’investissement responsable.
Ce qui guide mes actions et m’anime au quotidien, c’est d’abord mon client. C’est de l’accompagner, de lui dire les vraies choses, en toute transparence. C’est de lui permettre de s’accomplir à la lumière de ses aspirations et de ses valeurs.
C’est aussi de savoir qu’ensemble nous faisons les bons choix, ceux qui respectent l’humain et son environnement dans tous les sens du terme. C’est de sentir que je peux faire une différence avec lui, et pour lui!
C’est là ma façon d’aborder la gestion de patrimoine.
Sara Gooderham
Over the past 28 years, Sara has built her practice as investment advisor and financial planner, guided by her core business values of integrity, transparency, trust and respect.
From social entrepreneur in the 1980’s to financial advisor since 1993, Sara has long believed in the power of business to contribute to positive change in society.
She is passionate about responsible investing, and helping people meet their financial goals, in concert with their personal values.
For many years, Sara was an Executive member of the Ethical Investment Group (EIG), an investment club in Montreal, dedicated to proving that investors can do well while doing good! Also a lover of the arts, Sara acted as President of the board of directors at Youtheatre for over 15 years, and remains an active supporter.
Ian Candfield
Aligning our Values – Investing for positive change
Corporate Social Responsibility (CSR) has become one of the standard business practices of our time. Companies committed to CSR make a powerful statement and positive impact in an often indifferent world.
It’s all connected.
My Name is Ian Candfield, I am a Senior Wealth Advisor with CIBC Wood Gundy. For over 20 years, I have provided affluent clients with an investment experience that is highly structured and easily understood to ultimately help clients achieve their investment goals. My philosophy is conservative in nature.
I am passionate about Socially Responsible Investing (SRI). SRI allows me to align my personal beliefs with my investment choices. Investors don’t have to give up returns when investing in SRI Funds and they actually increase downside protection by screening for Socially Responsible Companies. I am a member in good standing of the Responsible Investment Association of Canada.
Sustainable and responsible investing
Green your portfolio and support companies that care about people and the planet. Companies are realizing that sustainability goes beyond the short-term financials. Long-term viability requires value be placed on social and environmental components of business. A good business is also a good citizen.
I am committed to making a difference in my community. I support the Crusade against Cancer and have recently accepted a position on the Board of Directors of the TQSOI. Both charities support Montreal’s West Island communities.
To learn more about establishing a Wealth Management Platform that includes Financial and Estate Planning and Socially Responsible Portfolio Management, please call me at 514 694 -7281.
Let’s build a better world together.
This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2019.
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.
Genevieve Blanchard
WEALTH PLANNING IS ABOUT MUCH MORE THAN MONEY.
True wealth is defined as the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
The Blanchard Group helps you and your family redefine your relationship to money through financial independence planning and a sustainable investment strategy that integrates environmental, social and governance factors – so you can focus on living your abundant life.
We believe the best way to generate superior risk-adjusted returns is to fully incorporate long-term environmental, social and economic trends within investment decision-making.
Please contact us or visit our website to learn how we can help you create a life in alignment with your deepest values.