Julien Bruneau, CIM
Senior Wealth Advisor
Julien was born and raised in Montreal, where he still resides today with his wife Nathalie and their six-year-old son, Tom. After graduating from HEC Montreal, Julien began his career in the banking industry, where he quickly found his niche in wealth management. Julien now has over twenty years of professional experience in the financial services industry, working with retail investors. His listening skills, advice and ongoing client support have enabled him to build an important client base and an enviable reputation in this competitive market.
When not at his desk, Julien spends most of his free time with his family in the Mont-Tremblant area. Julien is an avid sports fan and he is a volunteer youth soccer coach for the City of Westmount.
Jérémie Tardif
Associate Investment Advisor
Jérémie Tardif has been in the financial services industry for almost 10 years. He started his career as a Branch Teller and worked his way to becoming a Senior Broker. Jérémie’s most recent position as a Private Banker at another large financial institution has given him the experience to develop tailored solutions based on your unique objectives.
Jérémie prides himself on delivering an excellent client experience through his hands-on approach. He is dedicated to continual learning and is currently in the process of completing his Certified Financial Planner (CFP) certification.
Julien Bruneau, CIM
Julien was born and raised in Montreal, where he still resides today with his wife Nathalie and their six-year-old son, Tom. After graduating from HEC Montreal, Julien began his career in the banking industry, where he quickly found his niche in wealth management. Julien now has over twenty years of professional experience in the financial services industry, working with retail investors. His listening skills, advice and ongoing client support have enabled him to build an important client base and an enviable reputation in this competitive market.
When not at his desk, Julien spends most of his free time with his family in the Mont-Tremblant area. Julien is an avid sports fan and he is a volunteer youth soccer coach for the City of Westmount.
Jérémie Tardif
Jérémie Tardif has been in the financial services industry for almost 10 years. He started his career as a Branch Teller and worked his way to becoming a Senior Broker. Jérémie’s most recent position as a Private Banker at another large financial institution has given him the experience to develop tailored solutions based on your unique objectives.
Jérémie prides himself on delivering an excellent client experience through his hands-on approach. He is dedicated to continual learning and is currently in the process of completing his Certified Financial Planner (CFP) certification.