Coming from a regional family of entrepreneurs and active in the world of finance since 1992, Daniel is still passionate about the workings of the economy and wealth management.

Disconcertingly calm in times of crisis, he likes to recall the foundations of a prudent and structured approach.

Daniel started his career in major financial companies then participated, over 25 years, in the creation and development of a financial services firm. He now wishes to build a solid succession and contribute to the consolidation of the service offer in a global financial health approach.

Michel Fortier is a man of heart endowed with a great availability that he wishes to share with those around him.

His flair allows him to easily recognize the personalized solutions to propose to his clients. Jovial and appealing, meetings in his presence mainly occur in a warm atmosphere. He possesses the strength to reassure and withstand any storm.

The first thing that characterizes Jonathan Bolduc is his leadership quality. Honest, he is like a centre of gravity: people want to be close to him and the attention he gives to people also contributes to this.

Over the years, he has become one of the most trusted names in finance. In spite of his rigor and assertiveness, he knows how to act in a sensitive and caring manner, which has enabled him to establish long-lasting and loyal relationships.

Martin possesses essential qualities for the financial world. He is honest, dedicated, meticulous, methodical and resourceful. He always puts the client in the foreground. When he offers advice and recommendations to a client, the client is always his first concern.

According to Martin, mastering the theory is not enough; it needs to be carried out in practice. He also believes that it needs to be understandable for everyone to grasp. He is grateful that people trust him enough to entrust their dreams to him.

David stands out for his interpersonal skills and self-confidence. Always available to find solutions that benefit his clients, he works hard to build relationships of trust with everyone.

David is dedicade to support his clients in their financial planning. Helping his peers is one of his priorities both professionally and collectively. For more than 6 years, he has been involved in various organizations in Rouyn-Noranda, such as the Richelieu Club.

Nicholas Laflèche is known as a naturally curious and attentive Advisor who wishes to give an insightful look to his clients as to ensure to satisfy their highest expectations while keeping in mind being able to adapt to their needs while guiding them.

His modern perspective on financial security is true to the mission that he has given himself, which consists in offering human scale solutions based on strong knowledge of the facts, extensive experience as well as the respect of the integrity of all of his clients.

Pierluc is a finance professional with a true passion for the field. He brings extensive experience from both private and public companies that have undergone sustained growth, with a background spanning risk management, energy brokerage, and accounting.

He possesses an analytical mind and the discipline required to navigate complex and constantly evolving financial markets. His innate curiosity drives him to explore numerous investment ideas to identify the optimal solutions for his clients' needs.

Pierluc values collaboration and teamwork, believing that while individuals may move faster alone, collective effort leads to greater progress.

Since 2011, Pierluc has been a proud member of the Ordre des comptables professionnels agréés du Québec (CPA).

Jordane started her journey with our company as a receptionist while pursuing her finance studies. She then advanced to an administrative assistant role, gaining a thorough understanding of our organization, products, and services.

As an Associate Wealth Advisor, she now utilizes this extensive background to provide compassionate and professional support. Conscientious, dynamic, and committed, Jordane dedicates herself to serving each client with integrity, attentiveness, and kindness.

Thanks to her ability to offer personalized solutions, she is a trusted ally in achieving her clients' financial goals.

Yulianna is a rigorous, intellectually curious, and professional individual.

With a Bachelor's in International Economics (ESG) and a Master's in Financial Economics (HEC Montréal), she completed a responsible investment project. Joining Heaume Private Wealth in 2023 as an administrative assistant, she is now an Associate Wealth Management Advisor.

Driven by a clear vision, Yulianna aims to grow within the company and contribute to its mission of providing personalized, high-level support to families and entrepreneurs. Her curiosity and drive will foster lasting client relationships.