A Senior Vice President in our Montreal office, Gilles works with clients in Quebec and across Canada, the United States, and Europe. The breadth of his client base speaks to his vast experience in working with executives and professionals, throughout their respective career and life stages.
Communication is key to Gilles’s approach. He explains all facets of financial planning to clients when designing and implementing customized financial plans that match their unique needs. His expertise includes tax and investment planning, cross-border tax management, retirement strategies, and estate planning.
Gilles has helped many clients achieve financial independence over his 30-year career, making him one of the most experienced planners at T.E. Wealth. He joined the firm in 1983, following two years at a large financial institution. A lifelong resident of Quebec, Gilles has a deep understanding of the needs and culture of clients in his home province.
Gilles holds the Financial Planner (F. Pl.), Chartered Financial Planner (CFP), Registered Financial Planner (RFP) and Chartered Administrator (C.Adm.) designations, and has a B.B.A. in Business from Bishop’s University.
He lives with his family in Longueuil.