Province Licensed In: Quebec
Matthew Horan
We believe in taking a comprehensive approach to understanding a client’s financial situation because it’s more than just a process, it’s your financial well being. Acting as your personal financial quarterback, we are here to listen, to explain, to provide a sense of comfort, and to help you realize your financial goals.
As part of this approach, we incorporate responsible investing by recognizing that ESG considerations are unique to each client. Through a proprietary screening tool that analyzes over 1000 value fields, we create customized portfolios that align with both your financial goals and your personal values.
Portfolios are managed individually rather than through third party funds, allowing us to maintain full transparency and flexibility in how your investments are structured. Each member of The Horan Team takes pride in delivering on our promise through honesty, integrity, trust, and care.
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 – 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
Geoffrey Sgarbossa
Christiane VanBolhuis
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.
Sonia LeRoy
With 35 years of financial planning experience and expertise in responsible investing, Sonia is passionate about leading her clients to align their money with their values. A Certified Financial Planner (CFP®) a Registered Financial Planner (RFP), and a Responsible Investment Specialist (RIS), Sonia has been awarded the Wealth Professionals Advisor of the Year – Responsible Investments three times and is currently an excellence awardee for Wealth Professional’s Financial Literacy Champion Award and for Excellence in Philanthropy and Community Service. Sonia is co-author of Financial Success for Women by Women, and of two books about retirement planning forthcoming in 2025.