Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
Province Licensed In: Alberta
Mohamed Jelassi
Mohamed Jelassi, M.Sc, Adm.A. RIS, Cerifié Prosci
Partenaire en développement des affaires | Business Development Partner
District Québec Nord-Ouest | Financière Sun Life
Courriel : mohamed.jelassi@sunlife.com | Cellulaire : 263 366-6954
955 boulevard Michèle-Bohec, Bureau 110, Blainville, QC J7C 5J6
3131 Blvd. Saint-Martin O #110, Laval, QC H7T 2Z5
201 rue du Terminus Ouest, bureau 1000, Rouyn-Noranda, Québec, J9X 2P7
Membre du comité consultatif sur la pratique des représentants (AMF)
Membre du comité de pilotage du projet: Dynamiques économiques des personnes immigrantes au Québec (INRS & CSF)
Member of the Advisory Committee on Representative Practices (AMF)
Member of the Steering Committee for the project: Economic Dynamics of Immigrants in Québec (INRS & CSF)
Johanne Claveau, M.sc.(fin.), RIAC
Maxime Bedard
Mathieu Roy
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Duncan Brownlee
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.