Who We Are

Réginald plays a key role in being responsible for customer relations and contacts of the firm, as well as the strategic development of the company. His experience as an entrepreneur gives him a unique vision in his approach. He is a visionary, able to see beyond conventional horizons and anticipate future needs. His understanding of the issues and challenges faced by families allows us to offer adapted and sustainable solutions.

Marc-Alexandre guides the team towards a greater impact with enterprising families. He excels in intergenerational support and technical analysis to enable alignment and clarity for families. His strategic thinking propels the growth of Planisource and enriches our collaborations. Having observed family dynamics globally, he understands the complexity of relationships around self-actualization and money. His desire to better himself and to help others resonates with Planisource's culture.

Geneviève combines perseverance with a passion for long-term goals. Her adventures, like a solitary trek in the desert, testify to her strong interest in challenges. What truly sets her apart is the synergy of her values with those of Planisource. She chose our team because she shares our commitment to excellence and collaboration. Our philosophy, which emphasizes an integrated, people-centred approach to family values, is in perfect harmony with her own professional principles.

A financial planner and experienced financial security advisor, Jérémy sees every day as an opportunity to develop and help the people around him. He ensures effective analysis and coordination of its files. In addition, customer contact is important for him. His quick thinking allows him to stay ahead of the unexpected and to offer a peerless experience. Being a member of a team that shares your values and passions is essential for Jérémy. He has had the pleasure of being part of the Planisource family since 2021.

His main role is the preparation of financial plans, allowing clients to make informed decisions. His professional background is varied, and this diversity of experience gives him great versatility. He chose to join the company because of his vision of financial planning and the value placed on mutual aid between colleagues and the families they support. The activities are focused on collaboration and professional rigor, which corresponds to his vision of financial management.

Ian is the person you can always count on. His role as service coordinator leads him to support both customers and all members of the team. He can perform a variety of tasks. He is a great worker who seeks constantly improvement. His passion for numbers and his collaborative spirit are what led him to join Planisource, where teamwork is an integral part of daily life.

Julie provides valuable support to advisors and ensures quality customer service. She is responsible for customer transactions, ensuring that every request is processed with diligence. Her greatest strength lies in her sense of organization. She is known for her efficiency and ability to handle multiple tasks simultaneously, ensuring a seamless, smooth management of operations. Julie joined Planisource for the team’s dynamic and vision.