Montreal

Our wealth counsellors provide leading investment expertise and implementation support to preserve and enhance your assets.

 

 

ARMAND KESSOUS, TEP

Private Wealth Counsellor, Principal

 

Enabling Generations of Investors

 

Armand is deeply committed to making a difference through a family-oriented approach to private wealth management. Armand designs customized global investment solutions and advise strategically on tax, philanthropic and estate planning needs. Using a unique proprietary net worth reporting system, he enables high net-worth families to proactively manage their wealth as they build their legacy and achieve their goals up to passing the wealth to a new generation. Armand holds the Trust and Estate Practitioner (TEP) designation and serves as an executive and board member of several national and local charities.

 

CONTACT INFO

 

Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5

 

Telephone:+1 514 841 8847

 

 

STEVE SEBAG, CIM

Private Wealth Counsellor

 

The Confidence to Turn Hopes Into Reality

 

Steve is a dedicated wealth management and financial planning advisor to high net-worth families. In the course of over 15 years, Steve has helped investors build a strong financial foundation upon which they can create their desired lifestyle and make hopes and dreams a reality. Steve often acts as a sounding board for wealth-related questions his clients may have. He holds a Finance degree from the John Molson School of Business and is a Chartered Investment Manager (CIM). Steve makes numerous charitable commitments within his community, many of them supporting youth-related causes.

 

CONTACT INFO

 

Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5

 

Telephone: +1 514 841 8849

 

 

JESSICA LOH, ASSOCIATE

Private Wealth Associate

 

Giving You Careful Attention

 

In her role as Private Wealth Assistant, Jessica is responsible for assisting financial advisors in the management of client portfolios and the completion of tax-related reports. She is also responsible for managing the office and responding to client requests. Jessica holds a Bachelor of Arts and Social Sciences in Japanese Studies and Geography from the National University of Singapore and has completed the Canadian Securities Course (CSC®). Jessica speaks French, English and Mandarin and possesses basic knowledge of Japanese.

 

CONTACT INFO

 

Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5

 

Telephone: +1 514 841 8852

 

 

CLÉMENT CHENNEVEAU, MFIN, CIM

Private Wealth Counsellor, Associate

 

Following in the steps of Armand and Steve, Clement is deeply committed to assisting high performing individuals and their families reach their financial and lifestyle objectives. Perpetuating the tradition of attempting to deliver the highest industry service standards, Clement helps design tailored financial solutions to sophisticated investors, entrepreneurs, affluent families incorporating the most efficient investment and tax planning strategies. From the overarching picture to the finer details, he brings bespoke thinking and extensive knowledge to shaping and executing clients’ plan. Clément holds a master's degree in financial engineering from ESSCA Graduate School of Management in Paris, as well as the CIM designation (Chartered Investment Manager) and is a registered associate portfolio manager with the Autorité des Marchés Financiers (AMF) of Québec.

 

CONTACT INFO

 

Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5

 

 

 

MICHAEL FERRANTE

Private Wealth Analyst

 

Michael joined the team as an intern in the summer of 2019 and then rejoined the team as a full-time private wealth analyst at the start of 2020. In his role, Michael is responsible for supporting the financial advisors in their day to day operations and handling of client portfolios by conducting financial research and performing various analyses. In his time with the practice, he has discovered a passion for wealth management and financial planning and is now looking forward to joining the next generation of wealth managers. By December 2020, Michael is expecting to receive his bachelors in Finance from the John Molson School of Business, where he participated in the Kenneth Woods Portfolio Management Program. He was also one of eight students accepted in the Applied Investment Analysis course and is a CFA level I candidate.

 

CONTACT INFO

 

Montréal Office
1981 McGill College Ave
Suite 800
Montreal, QC H3A 3T5

 

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Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.