Meet the team of experts working with you

Engineer by profession, Tony began his career as an international manager, gaining valuable experience beyond just numbers. He received his Executive MBA in 2008, adding to his expertise and allowing him to offer personalized solutions tailored to your needs. Determined to provide you with superior quality service, Tony prioritizes active listening, empathy, and humanity in each of his interactions with you on a daily basis.

Since earning his title as a financial planner with honors, he has been dedicated to delivering solutions precisely tailored to your objectives. Renowned for his transparency, active listening skills, and availability, he strives to provide personalized service that exceeds expectations.

This commitment has been his priority for over 10 years.

A financial planner from one generation to the next, she has been practicing since 2015. Family values, personalized guidance, and, above all, financial education are the pillars of her practice. She will stand by your side during all the key moments of your life.

As a dedicated mother and committed financial advisor since 2014, she is recognized for her trustworthiness and guidance. Her clear and concise explanations enlighten available choices, helping you make the best financial decisions. She is there at every step, ensuring informed decisions for optimal outcomes.

His passion for finance, developed during his service in the Canadian Armed Forces, has enriched his experience of over 25 years in accounting and financial services.

He has worked for a securities broker, a pharmaceutical company, the public sector, and the largest mutual in Quebec and Canada. For the past 11 years, he has focused on using his expertise to make a significant impact.

Claude has worked with various wealth management firms and has joined, with pleasure, the warm and passionate team at etiQ Financial Services as an executive assistant.

Recognized as the soothing voice on the other end of the phone, exuding kindness and professionalism, she always looks forward to engaging with you.

With over five years of experience as an administrative assistant in customer service in an international bank, she became interested in exploring the finance sector.
She is now excited to join the team at etiQ Financial Services, where she discovered a motivating team that values empathy, innovation, and expertise.

With 16 years of experience in the financial sector and nearly 25 years of working with clients, she is well-equipped to assist clients when they need support and security. She takes an active role in helping the entire team grow and shine. For her, working for the great etiQ family means being at the heart of human connection.

With many years of experience in customer service, she makes customer satisfaction her top priority. Her goal is to actively contribute to Frank’s mission of providing optimal service to every client. She will be available to answer all your questions and guide you daily, ensuring a flawless experience.

A graduate with honors, Alexis favors a human approach, offering optimized advice tailored to your needs. Attentive and meticulous, he takes the time to listen to his clients and simplify financial matters to help them make informed choices. His commitment: to building a lasting relationship of trust by offering strategies adapted to each stage of life.

With over 20 years of experience in customer service and five years in the international insurance field, she stands out for her attentiveness and rigor. Currently training with the AMF to broaden her skills, she is motivated by continuous learning. She is proud to be part of a qualified team, providing quality service in a positive and collaborative environment.

Insuring and reassuring people has always been a family affair for Josée! In fact, Josée has been immersed in the insurance world for over 30 years, having been introduced to this vocation by her godfather. After completing her Bachelor’s degree in Business Administration, with a specialization in Finance, Josée became known for her expertise, her integrity and her care for her clients.

As someone who’s worked with numerous families over the years, he’s learned that every family’s story is unique.
He believes that insurance is more than just a policy – it’s about protecting the people and things that matter most.
His goal is to provide personalized solutions that meet each client’s specific needs, so they can have peace of mind knowing that their loved ones and financial futures are safeguarded.