Luc Grenier is a Portfolio Manager and Senior Wealth Advisor at the Luc Grenier Financial Group within CIBC Wood Gundy, where he advises a private clientele consisting of families, professionals, business leaders, and foundations on managing their assets. Mr. Grenier specializes in Canadian and global equity portfolio management, while leveraging his previous experience as an institutional portfolio manager to create customized portfolios for clients using a wide range of financial products (bonds, preferred shares, convertible debentures, options, structured products).

Mr. Grenier has over 30 years of professional experience in the financial services sector. He held various positions within a major financial institution, including in treasury and as an analyst. Finally, he fulfilled the role of institutional portfolio manager, where he managed an investment fund and a pension fund with more than one billion dollars in assets under management. Mr. Grenier has a Bachelor’s degree in Finance from HEC Montreal, and also holds the Chartered Financial Analyst (CFA^®) designation.

As part of the team, Mr. Boucher draws on his expertise acquired in the investment industry to ensure the smooth running of clients' financial affairs, managing their investments and meeting all their wealth optimization needs. He works with Mr. Grenier to develop investment strategies for our clients, as well as overseeing risk management.

Mr. Boucher is a former professional hockey player and previously played for the Laval Rockets and several European teams. He completed his bachelor's degree in financial analysis with a minor in economics at Clarkson University in New York, and also earned a master's degree in finance at Ulster University in the UK while playing his final professional season.

Olivier Pepin has been pursuing his career in the financial industry for over five years. Before joining the Luc Grenier Financial Group as an Associate Investment Advisor, he worked as a private banker, where he assisted high-net-worth families with their sophisticated needs by providing tailored banking and financing solutions.

Olivier is a McGill University graduate, with a Bachelor of Commerce (Finance Major). He also holds the Chartered Investment Manager (CIM^®) and Financial Planner (F.Pl) designations.

Outside of work, Olivier enjoys spending his free time engaging in sports, particularly running and cycling. He is also interested in the achievements of today’s leading companies and the factors that drive their growth.

Mrs. Gauvreau joined our team in October 2014 and has over 25 years of experience in the financial industry. Mrs. Gauvreau leads our operations and administration departments with knowledge and care. As the first point of contact for our clients, she is responsible for overseeing all incoming inquiries, utilizing exceptional problem-solving and customer service skills to connect our clients to the support and resources they require.

Her responsibilities also include executing transactions and working with clients along with the Investment Advisor to meet their investment objectives. Mrs. Gauvreau is driven by a true sense of professionalism and a constant desire to exceed expectations. She prides herself on her integrity and transparency, going above and beyond to ensure our clients remain confident in the advice they are receiving.

Lana brings previous experience in the financial sector and stands out for the exceptional quality of her customer service and her ability to offer tailored support to clients and small businesses. She holds a strong background in real estate, market research, financial modeling, and process optimization, including cost tracking and accounting support.

Lana is also pursuing a Bachelor in Economics at Concordia University. Through her studies, she has taken a special interest in topics ranging from market dynamics and financial systems to public policy analysis, which has allowed her to enhance her knowledge of economic theory and its practical applications.

On a personal note, Lana particularly enjoys outdoor activities, especially hiking. These moments allow her to meditate, take on new challenges, and maintain a healthy balance between her studies and personal life.

With three years of experience in the financial sector, Tala works as an Administrative Associate at the Luc Grenier Financial Group. After relocating to Canada to pursue a Bachelor’s degree in Economics at the Université de Montréal, she developed her career at CIBC, progressing through various sales and operations support roles. She is also pursuing a Master’s degree in Management of Data Analytics at McGill University, which allowed her to deepen her expertise in artificial intelligence, research analysis, and predictive modeling.

On a personal level, Tala has a certificate in composition and music theory, and has been playing the piano for over ten years. She also enjoys outdoor activities like hiking, camping, and skiing, which offer her moments of escape and relaxation.

Jesus joined the team in 2025, bringing experience in both banking operations and a legal background. As an Administrative Associate, he provides day-to-day operational and administrative support, and is recognized for his attention to detail and his ability to apply a risk-aware mindset to his work. His legal training contributes to quality control and the consistent handling of sensitive information. It has also helped him to develop a strong foundation for accuracy, compliance, and well-structured processes.

Jesus has completed the Executive Development Course at the McGill Executive Institute, further strengthening his business acumen and collaborative approach.

Outside of work, he maintains an active lifestyle through regular training, playing soccer with friends, and is committed to continuous professional and personal development.