Senior Investment Advisor
With more than 30 years of wealth management experience, I am personally responsible for investment recommendations to clients. I joined Canaccord Genuity in 2018, because I believe it makes me a better advisor, able to do an even better job for clients:
1) I am free to provide truly unbiased advice, given the firm’s independence;
2) My due diligence confirmed the superior quality of the firm’s wealth management expertise and innovative investment services; and
I served as a Director of the pension fund committee for an S&P 500 company, which broadened my perspective on portfolio management.
I have served as President of the Investment Advisor Council of IIROC (Investment Industry Regulatory Organization of Canada, formerly known as the Investment Dealer Association, or IDA).
I was named Winner of the industry’s Distinction Program (Quebec) in 1997, a prestigious award recognizing advisors who exemplify the highest standards of dedication and professionalism.
I have greatly enjoyed leading training sessions for new investment advisors, as their questions have obliged me to simplify and clarify my views on wealth management. These sessions have also allowed me to give something back to an industry that has been good to me.
I am joined by my son and partner Thomas Brière, who currently holds his Investment Advisor license . With more than 4 years of experience in the financial services industry, Thomas leads clients expertly through a myriad of wealth management needs, helps organize our seminars and newsletters, builds our marketing campaigns and contributes to investment research. When not at work, you’ll find Thomas spending time outdoors training for his triathlons, doing photography and cooking for his friends and family!
Both Thomas and I make an effort to give something back to the community, through our involvement with charitable endeavors and volunteer work.