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More than financial planning.

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FINANCIAL ADVISOR

We have the knowledge and the expertise to analyze all the products available on the market. This know-how coupled with our active listening skills ensure that we meet your expectations so that you can achieve your dreams.

  • Peter Tsakiris

      As founder and CEO of Whitemont Financial Services Firm, Peter Tsakiris etched the Firm’s mission, vision and values in stone from the start; to unequivocally provide his clients, financial advisors and underwriters alike with his culture of excellence, independence and integrity in order to remain an integral partner to their success.
     
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    Peter Tsakiris

    B. Sc. Actuariat, MBA, Adm. A., Pl. Fin.

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    W H I T E M O N T

      Marie-Claude Savard is Managing Director at Whitemont Financial Services. She manages Human Resources while continuing to serve her own clientele.
     
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    Marie-Claude Savard

    B.Comm., Pl. Fin., Adm.A

  • Marc Perron

      My mission is to simplify the lives of busy executives: to become your private CFO!
     
    After a distinguished career as a corporate finance executive with leading multinational companies, Marc now provides personal financial advice to the executives and entrepreneurs that help run such companies.
     
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    Marc Perron

    MBA, B. Sc Ing, Pl. Fin.

    • Yves Ruel

        • Financial Planner¹
      • Financial Security Advisor¹
      • Mutual Funds Representative¹

       
      ¹ Registered at PEAK Investment Services       		 

      Yves Ruel

      B. Ing., M.Sc., Pl. Fin.

    • DENIS PAP

        I am proud to offer and build a personalized portfolio by choosing from among mutual funds, Exchange Traded Funds (ETFs), individual stocks and bonds. By providing you with the assurance of knowing your goal and through successful investment advice and value added services, the long-term growth of your assets is my reward.
       
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      DENIS PAP


Alexandre Dubé
Alexandre Savoie-Bathurst
Aliona Cozari
Amber (Jiang) Du
Amélie April
Chris (Jun) Zhang
Éric Locas
Frederic Poisson
Frédéric St-Pierre
Leo (Chao Yi) Duan
Marc-Antoine LaRue
Martine Parent
Melanie Emond
Michel Fugère
Nicole Senécal
Patrick Masse
Peter WL Tam
Pierrette Savoie
Rock Gagnon
Simon Gauvin-Létourneau
Stella Wauthier
Stéphane Loerick
Sylvain Sawyer
Tommy Goupil
Yannick Paquin