Services offered: Financial planning
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
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.