Benoît Arsenault, B. COM., CIM^®

• Fellow of the Canadian Securities Institute  (FCSI^®)
• Financial planner since 1997
• More than 30 years’ experience in the securities industry

As a portfolio manager and financial planner, Mr. Gagnon offers his clients a comprehensive overview of their financial situation and recommends the best course of action. Thanks to his vast experience, Mr. Gagnon’s clients know they can expect to receive exceptional service and advice.

He serves as an independent expert for a number of retirement fund committees. He’s also heavily involved in the community, most notably as chairman of the Fondation Pierre-Luc Dubois.

• Graduate in finance and marketing from HEC Montréal
• Financial planner and associate at the Institute of Canadian Bankers since 2004
• Fellow of CSI (FCSI®)
• Has worked for more than 20 years with René Gagnon

Mélanie Tapp has a lively and methodical mind. She is attentive to clients and analyzes their financial positions to provide them with effective made-to-measure action plans.

• CFA certification, one of the highest distinctions in the financial sector
• Master's degree in finance from Université de Sherbrooke
• Bachelor's degree in corporate finance from Université du Québec à Rimouski
• Financial planning certificate from Université TÉLUQ

Pier-Luc is passionate about the financial markets. He joined the team in September 2021 and is actively working to develop investment and portfolio modelling strategies. In addition to tracking the financial markets and economy, Pier-Luc helps research, analyze and manage risks. His knack for capital allocation makes him a major asset for the investment committee.

• Member of the CPA Order of Quebec
• Financial planner
• More than 15 years in the securities field
• Part of René Gagnon’s team from more than 5 years

Marie-Hélène’s expertise in wealth management is a real asset to our team and the services we provide. She knows the value of personalized service and tailors the financial planning process to each client. Known for her attention to detail and analytical skills, she excels at helping clients make informed decisions.

• Holds a teaching licence from the Ministère de l’Éducation, du Loisir et du Sport
• More than 25 years of professional experience in area community organizations and private businesses, including 10 years as an administrative assistant

Isabelle provides excellent customer service by listening to the needs of our clients. Her organizational and planning skills make her a valuable part of the team.

• Master's degree in market finance from HEC Montréal (in progress)
• Bachelor's degree in applied economics, finance and mathematics from HEC Montréal

Originally from Métis-sur-Mer, Alec joined the René Gagnon Team in April 2023 as an intern. His education and work experience have given him solid quantitative and analytical skills. His thoroughness and intellectual curiosity are assets to the team's portfolio management and research services. As someone who is always up for a new challenge, Alec is continuing to strengthen his skills while making valuable contributions to our team.

• Over 25 years of experience in customer service
• Joined the financial sector in 2014, after working as a senior management assistant for several years

Janie-Ève is a highly experienced, versatile and dynamic assistant. Born into a family of entrepreneurs, she knows the business world inside out and is hoping to exceed our clients' expectations. With her personalized, discreet and efficient approach, Janie-Ève is undoubtedly a valuable asset to our team.