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 holds multiple designations, including the Certified Executor Advisor (CEA) and the Certified Health Insurance (CHS). 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.
Joy became a member of our team in 2008. She plays an essential supporting role with a strong focus on organization and systems. As the point person for all clients, Joy 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.