Team

Sophie has been consulting on retirement savings plans and asset management for over 35 years. She has no equal when it comes to designing and implementing winning strategies that benefit both companies and their employees. She is known for her rigour and professionalism, as well as her deep commitment to doing everything to ensure her clients achieve their goals.

Sophie holds a bachelor’s in mathematics from Université de Montréal and a Master of Business Administration from HEC Montréal. She is a Fellow of the Canadian Institute of Actuaries and a CFA Charterholder from the CFA Institute. She also received a diploma from the Institut québécois de planification financière and Certificate in ESG Investing from the CFA Institute.

Sophie is always willing to give time and expertise to organizations helping people in need in our community. She takes part in the Guignolée de la Société Saint-Vincent de Paul de Montréal every year.