How we help you
By working with you to build long-term, personalized, and comprehensive plans to help you achieve financial objectives. We help you navigate the stages of your life by using diversified and independent strategies based on a relationship of trust, transparency and honesty at all stages of the process.
Mathieu Garand
BBA, CIM® , F.Pl.
In the financial sector for over 10 years, Mathieu focuses on an integrated approach to wealth management by building personalized strategies based on his clients’ long-term objectives. He puts in place comprehensive plans integrating all aspects to be considered to maximize gains in achieving each client’s objectives.
Holder of a bachelor’s degree in business administration (BAA) with a concentration in finance and a certificate in financial planning from Laval University, he also obtained the Chartered Investment Manager (CIM® ) designation. He is committed to continually deepening his knowledge to put it at the service of his clients.
Outside of work, he likes to use his free time to spend time with his spouse of 14 years, Claudie, and their dog, Tuji, to travel the world, explore new regions and learn about different cultures. Mathieu is also an avid sports fan as a former hockey, basketball and football player.
Simon Garneau
Simon has been in financial services for over 33 years. For him, wealth planning and tax efficiency are extremely important. 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 positive, which is appreciated by his clients.
Simon holds a bachelor’s degree in accounting and was a CPA, CA from 1988 to 2020.
Since 2011, Simon has been reconnecting with his childhood following the acquisition of a small corner in the countryside, including a small maple grove. His wife, Denise, has discovered a quiet lifestyle quite different from that of the city. Above all, their beautiful Maya (Labrador born in 2011) lives the life of a princess, strolling through her very own woodland, knowing every corner.
Caroline Poirier
Working in administration 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 DEC in Tourism, she worked in the hospitality industry for 10 years, before honing her skills to move into the accounting field.
In her spare time, Caroline loves spending time with her family and traveling with her daughter, Marion, and her husband, Jimmy. Not forgetting her passions from an early age, dance and photography.
Daniel Garand, BBA, AVA, Pl. Fin.
For over 20 years, Daniel has developed an in-depth knowledge in several areas that are integral parts of comprehensive wealth management. From financial planning to taxation, including tax returns and insurance strategies, he integrates all these aspects with portfolio management to optimize each situation.
He holds a bachelor’s degree in business administration (BAA) from the Sherbrooke University, in addition to holding the titles of Financial Planner (Pl. Fin.), Chartered Life Underwriter (C.L.U.) and responsible investment specialist (RIS). ).
When not working, Daniel and his spouse, Manon, like to travel, ride their motorcycle and take time for themselves. They are always there to help their 6 children combined in their various projects.
Marc-André Charest, AVA, Pl. Fin.
Marc-André has been in the financial services industry for over 25 years. During this time, he focused on in financial planning and the implementation of personalized strategies adapted to the situation of each of his clients. He has also developed an extensive network of professionals important to covering all aspects of a personal financial plan.
Throughout his career, Marc-André acquired the titles of Chartered Life Underwriter (C.L.U.) and Financial Planner (Pl. Fin.).
In his spare time, Marc-André hops in his camper with his wife, Danielle, and sets out to discover new landscapes off the beaten path. He also participates in the development of a mutual fund analysis tool in Canada and is a key member of the Drummondville Lions Club.
*Services offered through a referral program.
Only the services offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.*
