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: Nova Scotia
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)
Maxime Bedard
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.
Carol Nichols-Tremblay
Edith Beaucage
Wade Brown
Simon Bowers
Private Wealth Portfolio Manager
William (Bill) Coughlan
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
Patricia Domingo
Trish holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI®). She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate our clients’ financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her abilities to maximize tax and estate planning strategies. She has strong attention to detail, and services our clients with a tailored approach to meet their specific needs.