Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Certifications in Responsible Investment: Responsible Investment Advisor Certification (RIAC)
Julian DUPLAN
Through my professional and personal commitments, I thrive to show that another path, another economical model is possible, a model more respectful of Nature and its stakeholders: an economy of the Common Good…
Mantra: See opportunities, make connections and get things done!
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Finance Montréal is Québec’s financial cluster. Created in 2010 by the financial services industry at the Québec government’s invitation, we bring together under one roof governing members, partners, associates and numerous volunteer professionals from Québec’s financial sector.
Our mission is to develop and promote Québec’s financial services industry by bringing together stakeholders and influential players from the world of finance.
We are the hub where key players in the financial industry join forces to make Québec’s financial industry more competitive and prosperous.
Cory Baker
Nina Johnson
Jeremy Hendrikx PFP®, RIAC
I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.
Sarah Brillinger
Michael Anderssen
Connor Farrell
Nicolas Boyer-Dagenais
Susyn Wagner
At Wagner Investment Management, we specialize in comprehensive financial planning and discretionary portfolio management for high-net-worth families. Our team is dedicated to providing personalized investment strategies with a disciplined and rules-based approach to equity selection, focusing on Canadian, US, and International equities. With a client-centric approach, we ensure tailored solutions that align with your financial goals, empowering you to make informed decisions with confidence.