OUR TEAM
Charles holds a Bachelor's degree in Business Administration, with a major in Finance, from HEC Montréal. With over 20 years of experience as a personal and corporate investment advisor, Charles understands that every individual has unique needs and expectations.
Listening to and understanding the client are his priorities. All advisory services are focused on the unique needs of the client.
Maxime holds a Masters in Business Administration (Finance) from Laval University.
He joined our team in 2015 and has nearly 15 years of experience in the banking and financial services industry.
As a member of the team, his role is to:
- Proactively provide exceptional service to clients by demonstrating professionalism and commitment to serving them best;
- Assist clients, including providing information on investments, taking buy or sell orders and responding to accounting questions;
- Support all marketing and business development activities;
- Organize meetings and events with clients;
- Manage special projects;
- Perform general administrative tasks.
Teeshika joined The Dionne Group after completing CIBC’s PWM Rotational Program. She did her placements at CIBC Investment Funds, Private Banking & Wood Gundy teams, where she built relationships with our business partners. Helping her parents navigate her education funding ignited her passion for investment and financial planning. As a CIRO registrant, she specializes in working with business partners to develop a coordinated plan for her clients that bring them joy.
Teeshika brings with her a strong analytical and technical background having earned her degree in accounting & finance from Saint Mary’s University in 2022. She is actively working towards her CFA designation for a stronger foundation of portfolio management. Out of professional pursuits, you will see her around the world and spending time with family & friends.
As a member of the team, her role is to:
- Maintain efficient client communications in our Investment process ;
- oversee all client & prospect communications through email, reports & presentations;
- collaborate with our business partners to maximize the efficiency of provided services
- Organize & plan client events
- Actively manage client accounts