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Our Private Wealth Counsellors provide leading investment expertise and implementation support to preserve and enhance your assets.
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.
Montréal Office
1 Place Ville Marie
Suite 1500
Montréal, Québec H3B 2B5
Telephone:+1 514 841 8847
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.
Montréal Office
1 Place Ville Marie
Suite 1500
Montréal, Québec H3B 2B5
Telephone: +1 514 841 8849
Holistic Wealth Management
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 Chartered Investment Manager (CIM®) designation and is a registered associate portfolio manager with the Autorité des Marchés Financiers (AMF) of Québec.
Montréal Office
1 Place Ville Marie
Suite 1500
Montréal, Québec H3B 2B5
The Next Generation of Wealth Management
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 2021. 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. Michael received his Bachelor of Commerce with a major in Finance from the John Molson School of Business in 2020, where he participated in the Kenneth Woods Portfolio Management Program, and is now pursuing the CFA Charter.
Montréal Office
1 Place Ville Marie
Suite 1500
Montréal, Québec H3B 2B5
Telephone: +1 514 409 6792
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.
Montréal Office
1 Place Ville Marie
Suite 1500
Montréal, Québec H3B 2B5
Telephone: +1 514 841 8852
Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.
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