Passion.

OUR PHILOSOPHY REMAINS TO MAXIMIZE RESULTS WHILE MINIMIZING THE RISK, IN ANY MARKET OR EVENT.

We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning.

As a client, you will benefit from a strong and qualified team that will listen to your needs and recommend a personalized financial plan to fulfill your personal and corporate needs. Our objective is to assure that your values and interests are always respected. We create long term relationships with our clients based on mutual trust and transparency.

We are very proud to be affiliated with one of the most reputable firms in the financial services industry, Manulife Wealth Inc., a division of Manulife Financial; a corporation with 125 years of existence.

Philippe Dubuc

Senior Investment Advisor & Financial Planner, Manulife Wealth Inc.
Financial Security Advisor, Groupe Dubuc Services Financiers Inc.

Philippe Dubuc is the president of Groupe Dubuc Services Financiers Inc. and an Investment Advisor at Manulife Wealth Inc.. With over twenty years of experience in the financial sector, in investment, wealth management, financial planning, and insurance, Philippe structures and guides his clients to maximize the achievement of their short, medium and long term objectives. His vision in terms of wealth management is based on the analysis of the global economy, stock pickings, products and implementation of investment strategies.

Graduated in finance from HEC Montreal in 2002, he obtained a certificate in financial planning with the IQPF in 2004, Philippe started as a financial services director at National Bank. In 2004, he did his courses in Mutual Funds and insurance (financial security advisor.) That same year, he joined Great West and Quadrus Investment Services. Since August 2010, Philippe has been associated with Manulife Wealth Inc. as an Investment Advisor. To improve his service offering, in 2015, Philippe received the ability to offer securities to clients. In addition, he is involved in several charities and is currently a member of the team of Charitable Giving at HEC Montreal and the Club 100.

Tel: (514)787-1803
philippe.dubuc@manulifesecurities.ca

Robin Fournel

INVESTMENT ADVISOR & Financial Planner, MANULIFE WEALTH INC
FINANCIAL SECURITY ADVISOR, GROUPE DUBUC SERVICES FINANCIERS INC.

With more than 30 years of experience in the financial service field, particularly in investment, integrated financial planning and wealth management sectors, Robin has specialized, over more than a decade, in the market of Health professionals, accompanying doctors and medical specialists with their overall financial planning. Robin uses an active listening approach to properly identify the needs and objectives of its clients. He ensures that it always respects the peculiarities and the level of comfort of these before proposing a strategy enabling them to achieve all their objectives.

Graduated from HEC Montreal in Finance in 1987 and in Taxation in 1999, Robin also holds a master's degree in taxation from the Sherbrooke University. He also holds the Financial Planner title (Fin. Pl.) since 1997 and the Certified Investment Manager (CIM) and Fellow of the CSI (FCSI) designations. After a career of more than 17 years with various Canadian banks, Robin joined MD Management Limited in 2007, where he contributed, through the quality of his recommendations and customer service, to grow customers and assets under management under his responsibility to nearly 450 customers and $250 millions respectively. Robin has recently completed the training required to obtain his financial security advisor's title to be able to better help his current and future clients meet all their specific needs.

Tel: (514)787-1709
robin.fournel@manulifesecurities.ca

Christina Krutyholowa

Administrative Assistant, Groupe Dubuc Services Financiers Inc

Christina Krutyholowa is responsible for the administrative support of our business here at Groupe Dubuc & Manulife Wealth Inc.. Christina graduated from Concordia University with a B.A. in Human Relations. She is also a graduate in interior design from the Interior Design Institute of Canada. For the past five years she has worked as a freelance interior designer. She is inquisitive and is always up for new challenges.

Tel: (438) 771-9879
c.krutyholowa@manulifesecurities.ca

Suzanne Lafrenière

Client Services Coordinator, Manulife Wealth Inc.
Financial Security Advisor, Groupe Dubuc Services Financiers Inc

Suzanne Lafrenière is a financial security advisor with Groupe Dubuc Services Financiers Inc. With over 25 years of experience in the field of financial services, Suzanne is in charge of the coordination of client services as well as the administrative support of our team.

Tel: (514)788-4884 Ext. 119
suzanne.lafreniere@manulifesecurities.ca

Kim Larocque

Marketing Associate

Graduated from University of Quebec in Outaouais in Social Work, Kim has worked in numerous fields, as social worker in the health field for 5 years and in real estate for more than 15 years as a real estate broker and sales director.

She joined Groupe Dubuc in the past years, where she manages the marketing sector and coordinates and implement marketing strategies. She also supports the team with multiple administrative tasks. She is an active member of diverse charitable comities to better help her community and participates in the organisation or events and fund raisers where Groupe Dubuc is often implicated as a sponsor.

Tel: (514)787-1803
k.larocque@manulifesecurities.ca