Marketplace Access: Ri Advisor
Cameron Rennie
Our team focuses primarily on the needs of pre-retirees and retirees, business owners and entrepreneurs, agriculture and farming families, and executives. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
Anders Bell
Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Daniel Massé
Au-delà de la finance!
I have been part of the wonderful team at GFM Groupe Financier since it was created in 1996. At GFM Groupe Financier, we aim to be the leading independent financial services firm in Eastern Canada by focusing on our expertise and know-how, our attentiveness and understanding of our clients’ needs, and quality of life in business.
The firm’s values—integrity, proficiency, collaboration, and family—inform our interactions with clients and colleagues. Our clients are front and centre in our activities, and we implement solutions in line with their financial situation, their needs, and their goals. GFM has a Sustainable Development Policy to wich all each members subcribe.
In this regard, it’s important that our clients be able to invest in companies that uphold values of social responsibility and sustainability. As a Financial Planner (IQPF) and member of the Ordre des Administrateurs Agréés du Québec (Adm.A,), I want my clients to succeed and I believe that responsible investment contributes positively to financial performance as well as enhancing civic engagement.
I do my part by getting involved on a volunteer basis with various community organizations that are close to my heart: Cité de l’Or mining museum, Val-d’Or Hospital foundation, our regional sports and recreation organization, Val-d’Or Chamber of Commerce, the City of Val-d’Or’s 75th anniversary, the Val-d’Or Foreurs hockey team, and, more recently, a wine fair to benefit the local centre for advanced studies. I also contribute to my community’s vitality by providing financial support to youth outreach initiatives and projects to promote physical activity.
Daniel Massé and GFM Groupe Financier: Au-delà de la finance!
Richard Lawrence
Terri Szego, Doug Jones and Richard Lawrence provide comprehensive, personalized wealth planning to high net worth families and are dedicated to helping them define and achieve their financial goals.
We have over 100 years of combined experience advising clients on their financial affairs and have seen great complexity. Our team has been able to succeed as trusted advisors to our clients by providing conservative wealth management and by leveraging the expertise of partners, both within BMO and outside the firm.
Together with Ann McCarron, Mario Glavas and Glen Breglia, we are committed to a high level of client service. This team approach enables the sharing of historical knowledge of the market, the foresight to implement new ideas and the continuity of a stable relationship that spans through generations.
Jules E. Génier
Collin Chow
Robert Rusak
I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Barbara Reid
Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.
Kristel High
Whether you are just starting your career or in full swing of retirement, Kristel feels that it is very important for everyone to have access to financial advice and expertise. With over 15 years of financial industry experience and over five years of Financial Planning experience, she has extensive knowledge of all aspects of a client’s financial well-being. She focuses a great deal of energy on effective financial planning and is also fully licensed to endorse mutual funds and provide need-based Life and Health Insurance solutions. She specializes in socially responsible investment products. She continues to strive to provide all of her clients with every facet of financial planning to help them obtain their individual financial freedom.