Hélène holds an LL.L from Université de Montréal and a Graduate Diploma in Taxation from the University of Sherbrooke. She is a member of the Québec Bar. She obtained her IQPF certification as a Financial Planner in 1997. She is actively involved in a number of professional associations relating to financial and tax planning. She has been chair of the STEP Canada Montreal chapter for the years 2012-2014. She was also a member of the Board of Directors of the APFF from 2004-2012. She is a member and a regular speaker at annual conferences and training seminars of the APFF (Fiscal and Financial Planners Association), the Society for Trust and Estate Practitioner (STEP), the Conference for Advances Life Underwriting (CALU), and the Institut québecois de planification financière (IQPF). She also contributes to various professional publications and magazines dealing with technical taxation and financial planning issues.

Marco joined the financial services industry in 1992 and has held various positions in financial planning and private investment counsel. As a Wealth Strategist, Marco takes an in-depth approach to understand your unique situation and provide formal recommendations to optimize how your financial affairs are structured with specific emphasis on wealth optimization, estate and legacy planning.

Marco is a graduate of Concordia University (B. Comm.) and a Financial Planner designated by the Institut québécois de planification financière.