Our team provides financial clarity, sound expertise and a sophisticated approach to building and protecting your wealth. We specialize in multi-generational family planning, helping successive generations understand and approach wealth management through a comprehensive plan that considers yesterday, today and tomorrow. The heart of our relationship with you is your life and goals, and the unique strategy we create serves your short- and long-term aspirations. We also provide specialized support for tax and estate planning, insurance protection, investment lending and business succession. You’ve worked hard to build your wealth, so we’ll work hard to help you manage and protect it.
Paul is a highly recognized and trusted Certified Financial Planner professional with Investors Group. Practicing since 1989, he has taken a comprehensive, 360° approach to financial planning and provides clear guidance and stewardship to help clients fulfill their goals and dreams. Paul has a degree in Commerce from the University of Ottawa as well as multiple financial planning designations.
One of Paul’s greatest assets is his ability to inspire others to be clear, confident and excited about their financial goals. His ability to communicate financial concepts clearly has led to him share his extensive knowledge across Canada in training seminars for financial professionals. Paul leads the Vaillancourt & Associates Private Wealth Management team as strategic leader and planner, getting to know clients, performing reviews and building wealth plans.
Because he believes in giving back, Paul and his wife Sylvie have dedicated significant time and funds to support the Ottawa Hospital Foundation and United Way through their personal foundation. When not at work, Paul enjoys spending quality time with Sylvie and their three daughters at the family cottage
An integral member of Vaillancourt & Associates Private Wealth Management, Chantal joined Paul’s team in 2000. As Certified Financial Planner professional as well as Practice Manager, Chantal plays an instrumental role in client servicing and business operations. With her extensive understanding of financial services, she puts strategies into action, helping affluent families move closer to their goals.
Chantal has also attained the Certified Executor Advisor (CEA) and the Certified Health Insurance (CHS) designation. Her 24 years of experience in the financial services industry provides her with in-depth knowledge of banking, mortgage planning, insurance and investing. She constantly seeks to improve the experience of clients and has implemented unique processes to better serve them. Chantal loves the outdoors and spending time with family, especially with her husband, two children and her dogs.
Simon joined our team in June of 2017. A graduate of Bishops University (Business & Marketing) where he also played Varsity Basketball, Simon worked for the Treasury Board Secretariat of Canada, before taking his talents to the Vaillancourt & Associates Private Wealth Management team. He is not new to the client centric environment here at Vaillancourt & Associates, being a client himself.
Driven to provide financial clarity to clients, Simon focuses on meeting and helping the next generation of high net worth clients understand and manage their wealth. In his inter-generational facilitator role, Simon believes that building long-term relationships is the best way to help families explore and apply the best financial solutions for them at every stage of life.
Eric has been with Investors Group since 2015 and joined the Vaillancourt and Associates Private Wealth Management in 2018. His role is to meet and help our families understand and manage their wealth.
His strengths include clarity, analysis, attention to detail, delivering fact-based information, and building tools to support personal financial planning. He believes that building long-term relationships is the best way to help families explore and apply the financial options best for them at every stage of life.
Cathy joined the Vaillancourt & Associate Private Wealth Management team in 2018, bringing with her close to three decades of experience within IG Wealth Management. She processes all investment transactions and provides administrative support for clients. She is committed to providing the highest quality of service through prompt and courteous attention to detail.
Gisèle became a member of our team in 2018. She plays an essential supporting role with a strong focus on organization and systems. As the point person for all clients, she is extremely effective in answering questions and updating client profiles. She schedules and confirms appointments, assists with day-to-day office functions and works directly with clients to ensure a memorable service experience.