Meet the team

Léa ensures rigorous and structured follow-up on client files. Her attention to detail and ability to manage priorities keep operations running smoothly and efficiently. With the eye of an artist who transforms a blank sheet of paper into a harmonious work of art, she structures each file with method and finesse. Available and appreciated, Léa plays a key role in the smooth running of the team and in supporting clients.

Eric assists English-speaking clients with rigor and organization. Like a chemist combining method and meticulousness, he handles each case with precision. He simplifies tax procedures and guides his clients step by step while maximizing their benefits. His clarity and structured approach inspire confidence and ensure reliable and effective support.

Valérie provides her clients with expert guidance on RDSPs. She clarifies financial options and tailors her advice to each family's specific needs. Passionate about piano since childhood, she brings the same rigor, focus, and sense of rhythm to her work. This attentive and organized approach allows her clients to feel guided, supported, and confident at every step, while effectively optimizing their financial resources.

Jade ensures that client files run smoothly thanks to her thoroughness and organizational skills. Like a seamstress who assembles each piece with precision, she coordinates files so that everything fits together perfectly. Her professionalism and commitment make the team's daily work easier, while ensuring smooth and efficient service for each client.

Mandy stands out for her thoroughness and organization in tracking financial files. Methodical and precise, she assembles each file with care, like a Lego builder creating a harmonious structure. Available and reliable, she provides constant support to the team and clients, ensuring effective and structured assistance while simplifying everyone's daily life.

Jeanne supports her clients with empathy and expertise. Drawing on her experience and understanding of functional limitations, she offers solutions tailored to each situation. Always attentive, she builds relationships based on trust and helps her clients maximize their tax benefits. Her thoughtful, people-oriented approach simplifies complex procedures and makes her support reassuring and effective.

Henri supports Terry's team by closely monitoring client files and helping to ensure that daily operations run smoothly. Organized and reliable, he pays close attention to detail in order to guarantee efficient and structured service. Outside of work, he is passionate about skateboarding, a sport that reflects his perseverance and sense of balance.

Ludovic combines RDSP expertise with a personalized approach. Living with physical limitations himself, he fully understands his clients' challenges and guides them with care and efficiency. Passionate about fashion and music, he brings the same creativity, attention to detail, and sensitivity he displays in these areas to developing customized financial solutions. His finesse, pragmatism, and attentiveness make him a valued advisor, capable of responding to each client's unique needs.

Benjamin supports his clients with professionalism and kindness despite his invisible limitations. Calm and thoughtful, he analyzes each situation to propose appropriate solutions. Like a pianist composing a complex piece, he orchestrates each element so that everything fits together perfectly. His creativity and ability to resolve delicate situations make him a valued and committed advisor.

Estelle supports her clients with care and authenticity. Organized and responsive, she manages priorities while remaining focused on each case. She loves tennis, and applies the same strategy, endurance, and precision to guide her clients step by step. Her thoughtful, people-oriented approach transforms complex processes into clear, reassuring, and effective support.

Philippe-Olivier helps families structure and secure their financial future. With his expert knowledge of the programs available, he offers clear recommendations tailored to each situation. Passionate about finance and politics, he analyzes each context to guide his clients with rigor and strategic vision. Appreciated for his transparency and candor, he fosters a climate of trust that is conducive to informed and sustainable decisions.

Michel-Alexandre leads the Terry team with vision and commitment, ensuring that every client receives excellent service. Passionate about innovation and quality, he encourages his advisors to excel while fostering a caring and collaborative environment. His leadership combines professionalism and integrity, inspiring confidence and motivating the team to maintain high standards in order to provide optimal support to each client.

Batiste supports the team in various aspects of operations thanks to his versatility and practicality. Always available, he responds effectively in any situation. A car enthusiast, he brings the same rigor and care he puts into his passion to his work, ensuring that files are perfectly organized. His presence brings dynamism and collaboration, contributing to a smooth and efficient working environment for the team and clients.

Manel coordinates the CIPH department with rigor and efficiency. Curious and creative, she organizes the steps and finds solutions tailored to each situation. Like a chef who skillfully combines ingredients to create a tasty dish, she blends organization, innovation, and adaptability to support her team and assist her clients with fluidity and professionalism.

Anthony supports his clients with empathy and closeness. Living with a disability himself, he has a deep understanding of the challenges his clients face and tailors his guidance to each situation. Always attentive, he ensures clients understand their rights and make the most of available tax benefits. His kindness, listening skills, and personalized approach make every step clear, reassuring, and perfectly adapted to each client’s unique needs.

Frédérique stands out for her expertise and sense of service. Passionate about horse riding, she brings the same patience and rigor to her work, while remaining attentive to her clients' needs. Her consistency, kindness, and professionalism make her a reliable and trustworthy advisor, capable of effectively guiding everyone and proposing tailored solutions.