Stéphan is meticulous, straightforward and devoted to his clients' interests. Stéphan is a true adviser as well as an invaluable ally for clients with complex portfolios.
Besides being a chartered accountant, Stéphan is a member of the Excellence Committee of the South Shore Chamber of Commerce as well as of the Montréal CA Group. He has nine years experience, as well as an extensive knowledge of financial planning, stock options and the tax system.
At Demers Conseil, he is our operations manager for derivatives and an investment adviser. We are proud of the 2005 Excellence Award he received from the Canadian Securities Institute.
