Stéphanie joined our team in April 2017. As our Wealth Management Senior Analyst, her responsibilities encompass all aspects of the customer experience, administration and wealth management.

Stephanie completed certificates in administration, finance, and financial planning en route to acquiring her Bachelor’s degree in business administration (B.A.A.). She prides herself on being a lifelong learner, and is currently pursuing post-graduate studies in taxation to bring even more value to her role.

Before joining our team, Stéphanie worked in the field of optics and was a member of the Ordre des Opticiens d’Ordonnances du Québec for 4 years.

In her free time, you can find Stéphanie hiking, studying, or simply enjoying time with friends and family!

Cimon Plante

  • Portfolio Manager
  • Wealth Management Advisor
  • First Vice President

514 412-3127

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