Stephen Caplan
Mark Muchantef
Mark has over 7 years of experience in financial services. His passion is helping clients build a sound and comprehensive plan that meets their financial and life goals. He is committed to serving his clients by prioritizing their best interest and by offering high-quality advice through life-long learning in wealth management. He has completed both undergraduate and graduate studies at McGill University, is a member of the Order of Financial Planners in Quebec (IQPF) and has earned a specialization in the insurance of persons (LLQP). He is currently pursuing the CFA designation as a level 3 candidate, which is the highest professional standard in portfolio management
Gabrielle Cloutier
As an Estate Planning Specialist Associate, Gabrielle advises clients to help them protect and increase their personal and corporate wealth. Her ability to simplify complex concepts and her great organizational skills are highly appreciated by clients and advisors.
Over the past 15 years, Gabrielle has helped numerous high-net-worth families to implement various customized strategies, aimed at tax optimization and maximizing net estate value.
Gabrielle is a graduate of Université Laval with a Bachelor of Business Administration. She is licensed in life insurance, holds the Financial Planner designation and is currently completing her specialized graduate diploma in Taxation.
During her free time, Gabrielle spends time with her family and bakes with her two daughters. She loves to read and gives great importance to physical activity.