Jean-Francois Mathieu

My Background

Jean-François holds a Bachelor’s degree from HEC Montréal with a major in Finance. He is fastidious about ensuring that our clients receive exceptional levels of service. His responsibilities include the preparation of portfolio reviews, market research and analysis, reporting, trade execution, and the monitoring of comprehensive investment plans.

Jean-François leverages a vast network of multi-disciplinary professionals which enables us to go beyond investment solutions and address our clients’ broader needs.