Frédéric Tremblay
Pl.Fin.

My Background

Frédéric joined our team 10 years ago after an 18-year career in finance with the Bank of Montreal. A Business Administration graduate, Investment Advisor, and Financial Planner (IQPF), his holistic approach to wealth management takes into account every aspect of his clients’ lives, allowing him to meet all their needs with a single, integrated solution. On a daily basis, he helps individuals, professionals and families gain control over their finances and acquire savings habits that will enable them to build their wealth.