Team
Nicolas St-Vincent, LL.B., LL.M. Fisc., F. Pl., C.L.U.
Lawyer, Tax Expert & Financial Planner
Nicolas is an experienced lawyer and tax expert who began practicing commercial and tax law in 1996. After practicing tax litigation and corporate reorganization for 10 years, he served as Senior Advisor for Quebec for 8 years in the tax and estate planning group of insurers Great-West Life and London Life (now merged with Canada Life). Aware of the profound generational transfer of business and capital that will shape the next decade, Nicolas established a firm dedicated to supporting high-net-worth business families. This firm specializes in assisting these families in developing plans that encompass tax, financial, and estate elements to help protect their legacies and maximize the transfer of wealth to the next generation.
Jocelyn Rioux, Adm.A., C.M.C., PCC
Coach, manager and expert in financial and organizational reorganization
Jocelyn Rioux is a member of the Chartered Administrators Order of Quebec and holds the title of Certified Management Consultant. For more than thirty years, he has advised, represented and strategized for more than 300 business leaders in the restructuring and reorganization of financially challenged or fast-growing companies for financial institutions, venture capital firms, government corporations and private companies.
Sylvain Blais, B.B.A., C.L.U.
Director of Complex Business & Financial Planner
Sylvain holds a Bachelor of Business Administration (B.B.A.), with a specialization in Finance from les Hautes Etudes Commerciales (HEC Montréal). He is a seasoned Financial Planner and financial security advisor with over 30 years of experience at Canada Life, where he specialized in insurance and investment solutions. For the past 20 years, he has served as Director of Wealth Management, offering advanced financial and tax planning strategies. Known for his active listening and deep industry knowledge, Sylvain designs personalized solutions that help clients and advisors achieve their financial objectives with clarity and confidence.
Philip Belec
Financial Security Advisor
For the last 35 years, Philip has worked with entrepreneurs and high-net-worth business families in preserving, growing, and seamlessly transitioning their capital to the next generation. His experience has shown that the likelihood of a successful transition is enhanced when aligning their Human Capital with their Financial Capital. This harmonious alignment empowers business families to prosper and endure through the generations, ensuring a lasting legacy.
Étienne Charette
Financial Security Advisor
Financial security advisor for Freedom 55 Financial, since 2005, Étienne has also held the positions of director of advisor training and director of business development for London Life. He draws on 17 years of experience working with business clients to support them in implementing solutions to achieve their financial goals.
Marie-Pier St-Vincent, M.Sc., B.B.A.
Financial Analyst
Marie-Pier holds a Master of Science (M.Sc.) in Management and a Bachelor of Business Administration (B.B.A.), both with a specialization in Finance from HEC Montréal. Backed by this strong academic foundation, she has developed solid expertise in mathematical programming, data mining, and financial analysis. She is currently completing the Financial Planner (Pl. Fin.) certification through the Institute of Financial Planning (IFP). Marie-Pier has gained significant experience in the banking and corporate sectors, specializing in investment management and the development of tailored portfolio strategies.
Julie Guénette
Financial Security Advisor and Executive Assistant
Specialized in legal clerical work, Julie has worked for more than 12 years with two large law firms, mainly in corporate and tax law. She has also worked as a bookkeeper for a law firm and a commercial and residential real estate management company.
Serge Brosseau
Financial Security Advisor and Projects Manager
In addition to being a financial security advisor, Serge joins us with his twenty-three years of experience as a business owner. He is passionate about numbers and is very interested in finance in general. As a full-fledged financial security advisor, he brings an appreciated vision of the needs of business people.
Mariette Brisebois
Associate, Advisor Support
Mariette has been supporting advisors with Canada Life for over 40 years. She holds an Attestation of College Studies (ACS) in Customer Service as well as the Fellow, Life Management Institute (FLMI) designation, an internationally recognized university-level training program in the insurance and financial services sector.
Melissa Annisi
Associate, Advisor Support
With several years of experience in the corporate world, Melissa has developed strong expertise in public relations and identifying the needs of a targeted clientele. She works as a financial security advisor in the brokerage industry, which allows her to manage and successfully complete complex cases. Her human approach, combined with a keen understanding of individual needs, enables her to design personalized solutions focused on long-term financial security.
