Josée Lacasse B.Sc., Fin. Pl.

Division Director
Financial Planner
Financial Security Advisor
Advisor in Group-Insurance and Group-Annuity Plans
Investors Group Securities Inc.
​​​​​​​Firm in financial planning
514-940-3927

For over 20 years, I have specialized in wealth management for high-net-worth clients (business owners or managers, self-employed workers, multi-generational families, etc.). Well-being, family, trust, respect and my deep commitment to caring for clients are the values that guide me as a professional.

I tailor solutions to your life’s goals, focusing on all areas of your financial life, from tax and estate planning, to income and incorporation strategies.

I was part of the Canadian National Rugby Team, both as a player and a coach. Competitive international experiences allowed me to develop leadership and confidence skills, which I now apply to all areas of my life. Sports continue to be a part of my daily life as my husband and I enjoy supporting and encouraging our two children in all their physical activities.

People and service are truly at the heart of my priorities. I believe in relationships based on trust and it is with this in mind that I assist clients in bringing their life projects to fruition.

Julien De la Riera Fin. Pl.

Financial Planner
Financial Security Advisor
Investors Group Securities Inc.
​​​​​​​Firm in financial planning
514-940-3927

With a keen interest in taxation, I have over 10 years of experience in the industry. In 2018, Josée and I merged our practices. We share the same service philosophy and have worked together on a number of complex projects over the years. As a partner on the team, I work mainly with healthcare professionals and companies. I offer the best personalized service possible to help you achieve your wealth management objectives.

In my spare time, I’m either traveling or spending quality time with my son on a soccer field.

Demystifying sometimes complex situations and devising unique strategies to help clients achieve their goals are two concrete examples of the principles that guide me in my day-to-day work.

Anna Bourdon

Dealing Representative
Financial Security Advisor
Investors Group Securities Inc.
Firm in financial planning
514-940-3927

With more than 12 years of experience in financial services, I am available to work with you in a range of situations to help you help you achieve your financial goals and develop the plan that’s right for you. In addition to offering you excellent service, I am committed to tackling financial challenges of all kinds with you, at every stage of your life.

As the mother of a young woman studying at Queens University, I enjoy spending quality time with my family, traveling and playing sports.

Attentiveness, flexibility and proactivity—these are words that sum up my vision of the service I offer clients to help them realize their current and future financial projects.