Danny Tremblay B.A.A., F.Pl.
A dedicated professional who takes the time to listen to clients, Danny has over 20 years of experience in the financial sector. He has been providing his financial planning services to business owners and professionals to help them optimize their financial and tax situation. He builds long-term relationships with his clients. Before joining IG Wealth Management, he worked as an advisory manager at PricewaterhouseCoopers Inc. and was in charge of business pre-financing, merger and acquisition and corporate restructuring cases. “It is with great passion that I offer you my expertise and advice. I am committed to supporting and guiding you through the many financial decisions that life puts on your path.” An integrated approach to your personal and corporate finances!
Your personal V-P Finance
It is with great passion that I offer you my expertise and advice. I am committed to supporting and guiding you through the many financial decisions that life puts on your path.
Julie Éthier
Julie is a dynamic businesswoman and professional specializing in group insurance and pension plans. Her unique approach to businesses helps them evaluate their efficiency, productivity and workforce stability while minimizing business expenses. The key to Julie’s success in recent years is certainly her knowledge of finance and group plans, as well as her interpersonal skills and approachability. The training and information sessions that Julie facilitates are a great asset to businesses. Her mission: To help businesses grow and develop.
Sylvie Fairfield
Sylvie, a Mutual Funds Representative and Financial Security Advisor, has been with IG Wealth Management since November 2017. She has been working in the financial sector for 29 years, including 16 years as a Trust Officer at Private Wealth Management.
Her goal is to develop strategies based on your financial situation and to provide a personalized approach throughout the stages of your life. Her mission: To offer you excellent service by being available and easy to reach, meeting with you on a regular basis and answering your questions in a timely fashion.
Patrick Lussier
Patrick is a professional who has worked in the financial industry for over 17 years. He will first take the time to understand your financial needs and work with you to achieve your goals. He joint Team Tremblay in September 2022.
His approach is based on a well-established financial plan and he believes that every detail is important. Regular reviews will allow you to achieve and follow your goals. A long-term business relationship is the best way to help his client meet their needs in all their financial areas. Having the will to perfect his knowledge, he is continuing his studies ton obtain his Financial Planner designation.
“Every file is personalized, aligned with your objectives and your current projects. Serving you is a pleasure to contribute to your success”.