Our private management firm and specialized team
Let us guide you to new horizons.
By working with you to build long-term, personalized and comprehensive plans to help you achieve your financial goals.
- We help you navigate the different stages of your life using diversified, independent strategies based on trust, transparency and honesty every step of the way.
MATHIEU GARAND
BBA, CIM®, F.Pl.
In the financial industry for over 10 years, Mathieu focuses on an integrated approach to wealth management, building personalized strategies based on his clients’ long-term objectives. He implements comprehensive plans integrating all aspects to maximize gains in achieving each client’s objectives.
He holds a Bachelor of Business Administration (BBA) with a concentration in finance and a certificate in financial planning from Université Laval, as well as the designations of Certified Investment Manager (CIM®) and Financial Planner (F.Pl.). He is committed to continually expanding his knowledge for the benefit of his clients.
Outside of work, he likes to take advantage of his free time with his partner of 16 years, Claudie, their daughter, Lily, and their dog, Tuji, to travel and see new landscapes. Mathieu is also a sports enthusiast, having played field hockey, basketball and soccer.
Simon Garneau
Simon has been in the financial services business for over 35 years. For him, wealth planning and tax efficiency are of paramount importance. Over the past 20 years, he has developed a particular niche in the use of structured bank products. These products can be used to diversify a portfolio and generate attractive returns during periods when markets are only slightly up, which is appreciated by his clients.
He holds a bachelor’s degree in accounting from the Université du Québec à Trois-Rivières (UQTR), and has held his CPA, CA designation from 1988 to 2020.
Since 2011, Simon has been reconnecting with his childhood following the acquisition of a little corner of the countryside, including a small maple grove. There, he discovered a quiet lifestyle quite different from that of the city.
Caroline Poirier
In the administrative field for over 10 years, Caroline has always been committed to rigorous, efficient work, putting the customer and the individual at the center of her attention.
With a degree in Tourism, she worked in the hotel industry for 10 years, before honing her skills to move into accounting.
In her spare time, Caroline loves to spend time with her family and travel with her daughters, Marion and Florence, and her husband, Jimmy. Not forgetting her passions from an early age, dance and photography.
Julie Laramée
With more than 27 years’ experience working with the public, Julie has evolved in various spheres, from the legal field to politics, before turning to the financial sector.
Her academic background in office automation has enabled her to develop the rigor and organization that she needs on a daily basis. Passionate about human interaction, customer contact is at the heart of her professional development.
Outside her career, Julie enjoys life’s little pleasures: dinners with friends, travelling, reading novels, boating, camping and so on. Very attached to her family, she cherishes the moments spent with her loved ones, who occupy a central place in her life.
William Smith-Beaudoin
BBA
Involved in the field of finance since the beginning of his university career, William has developed a structured and attentive approach to wealth management. Thanks to his early professional experience in consulting and business development, he has honed his ability to understand clients’ needs and propose strategies tailored to their objectives. He stands out for his rigor, his curiosity and his desire to offer clear, accessible guidance.
He holds a Bachelor of Business (BBA) with a concentration in finance from HEC Montréal with a keen interest in financial planning and portfolio management. Having completed a study session in Thailand, he has developed an open mind and a better understanding of international markets, enriching his global vision of investment.
In his personal life, William likes to keep active, particularly through tennis, pickleball and running. He also enjoys traveling and discovering new countries, often sharing these moments with family and friends.
EXTERNAL PARTNERS
DANIEL GARAND
B.B.A., A.V.A., F.Pl.
For over 20 years, Daniel has been developing expertise in a number of areas that are an integral part of comprehensive wealth management. From financial planning to taxation, tax returns and insurance strategies, he integrates all these aspects into portfolio management to optimize each situation.
He holds a Bachelor’s degree in Business Administration (B.B.A.) from the Université de Sherbrooke, as well as the designations of Financial Planner (F.Pl.), Chartered Life Underwriter (A.V.A.) and Responsible Investment Specialist (RIS).
When he’s not working, Daniel and his partner Manon love to travel, ride their motorcycles and take time for themselves. They also don’t hesitate to give their time to help their 6 children with their various projects.
MARC-ANDRÉ CHAREST
AVA, F.Pl.
Marc-André has been working in financial services for over 25 years. During this time, he has focused primarily on financial planning and the implementation of personalized strategies tailored to each client’s situation. He has also developed an extensive network of related professionals important for covering all aspects of a personal financial plan.
Throughout his career, Marc-André has acquired the designations of Chartered Life Underwriter (C.L.U.) and Financial Planner (F.Pl.).
In his spare time, Marc-André hops into his camper with his wife, Danielle, and sets off to discover new landscapes off the beaten track. He is also involved in the development of a mutual fund analysis tool in Canada.
Trustworthy partners
Garand Private Wealth also has a vast network of trusted professionals such as accountants, lawyers, notaries, tax specialists, mortgage brokers, etc. to whom we can refer you for your other special needs*.
*Only products offered by iA Private Wealth Management are covered by the Canadian Investor Protection Fund.