Our Team
Yves Lauzon
Wealth Advisor
Known for his relentless dedication to his clients, Yves has been working in the industry since 1990. No matter the time of day or night, Yves is constantly there to respond to his clients’ questions and needs. Over the years, Yves has worked with many clients in the food industry. In particular, Yves works closely with grocery store owners and executives. He understands the logistics, the challenges, and the daily tasks involved in running a business within the complex spheres of this industry. This deep understanding allows him to offer solutions that are directly suited for his clients. Together, he will create a plan with his client that is tailored for them and their industry, that is adapted to their particular needs and challenges, and that will help his client prepare for the future.
Simon Beaulac
Wealth Advisor
Working in the financial sector since 2000, Simon began his career during the implosion of the technology bubble. Having also managed the 2008 financial crisis for his clients, Simon has experience in managing during unprecedented crisis situations. As a financial planner since 2005, Simon's strength is his understanding of his clients' global situation. For over 20 years, he has been helping entrepreneurs improve their financial situations; estate problems, death taxes, business succession. Having many clients in business, he favors trusting and long-term relationships to increase his clients' wealth. As his clients have worked for many years to build their businesses, he places great importance on managing their assets and coaching them to maximize their income once they retire. Constantly on the lookout for market developments, he is a source of information for many clients. His excellent client service is a major reason for his success over the past 20 years.
Philippe Chartier
Wealth Advisor
Since the beginning of his career in 2015, Philippe has quickly distinguished himself thanks to his unique approach and his constant commitment to offering his clients the best. His main strength lies in his ability to communicate. Philippe firmly believes that finance is not an abstract or inaccessible field, but rather one that is easy to understand when explained clearly and precisely. This approach allows him to demystify financial management for his clients, giving them a clear and detailed view of their current and future financial situation. He excels in portfolio management, comparing facts, developing sound strategies, and providing solutions tailored to the specific needs of each of his clients. Philippe has gained extensive experience working alongside entrepreneurs. He makes it a point of honor to ensure that his clients fully understand their financial situation and the steps they need to take to achieve their goals. With him, every decision is made with full knowledge of the facts, and each client feels confident and ready to move forward with confidence toward a more stable and prosperous financial future.
Éric Roberge
Wealth Advisor
Éric is a seasoned entrepreneur, an experienced accountant, and a wealth management advisor providing businesses with well-rounded expertise. Having founded and managed his own accounting firm for over 20 years, he masters the optimization of tax structures. As an entrepreneur, he has been involved in more than 15 business transactions, allowing him to guide his clients in maximizing their wealth. Since 2015, as a wealth management advisor, he has helped his clients achieve their dreams by leveraging the best investment tools available. Éric chooses to work with a select number of clients to fully understand their needs and remain highly accessible to them. He brings valuable corporate and tax expertise to his team.
Chantal Coulombe
Wealth Advisor
Chantal worked for nearly ten years in retirement plans with a clientele that included multinationals, before taking over the family business's insurance and investment clientele in 2019. She focuses primarily on helping her clients secure and grow their financial assets, while respecting their personal goals. With a bachelor's degree in actuarial mathematics, she has everything needed to develop her clients' financial plans. Specializing in retirement planning, she advocates an educational approach, as she believes that informed decisions are the basis for positive financial results. Whether it's maximizing retirement savings, optimizing investments, or creating a comprehensive financial plan, she is committed to supporting her clients with relevant and personalized strategic advice.
Martin McCann
Martin has focused his practice exclusively on life insurance since 2010. He works primarily with business owners and corporate executives, supporting them in often complex situations, particularly in corporate and estate planning. With deep expertise and a highly personalized approach, Martin develops strategic solutions tailored to the unique needs of each client.
Martin and his team are committed to serving their clients with the utmost care, guided by three core values: integrity, excellence, and contribution.
Éric Roberge
Wealth Advisor
Éric is a seasoned entrepreneur, an experienced accountant, and a wealth management advisor providing businesses with well-rounded expertise. Having founded and managed his own accounting firm for over 20 years, he masters the optimization of tax structures. As an entrepreneur, he has been involved in more than 15 business transactions, allowing him to guide his clients in maximizing their wealth. Since 2015, as a wealth management advisor, he has helped his clients achieve their dreams by leveraging the best investment tools available. Éric chooses to work with a select number of clients to fully understand their needs and remain highly accessible to them. He brings valuable corporate and tax expertise to his team.
Chantal Coulombe
Wealth Advisor
Chantal worked for nearly ten years in retirement plans with a clientele that included multinationals, before taking over the family business's insurance and investment clientele in 2019. She focuses primarily on helping her clients secure and grow their financial assets, while respecting their personal goals. With a bachelor's degree in actuarial mathematics, she has everything needed to develop her clients' financial plans. Specializing in retirement planning, she advocates an educational approach, as she believes that informed decisions are the basis for positive financial results. Whether it's maximizing retirement savings, optimizing investments, or creating a comprehensive financial plan, she is committed to supporting her clients with relevant and personalized strategic advice.
Gabrielle Gaudette
Mutual Fund Advisor
Passionate about finance and human relationships, Gabrielle has been using her expertise to help her clients build solid, customized financial strategies since 2017. With her background in finance and financial planning, she combines rigorous analysis with a strong advisory approach to offer solutions aligned with each client's objectives.
She is committed to building lasting relationships of trust, where every decision is guided by transparency and the pursuit of the best balance between performance and security. Her approach is human, simple, and clear, empowering everyone to make informed decisions with complete peace of mind.
Danny Lanciault
Mutual Fund Advisor
Danny worked for nearly ten years as a corporate banker before transitioning to wealth management. During that time, he developed his expertise in commercial real estate transactions and mergers and acquisitions (M&A). His past experience now allows him to support entrepreneurs both professionally and personally.
Whether for entrepreneurs or individuals, the quality of service he provides remains his top priority. He develops customized strategies for each client, tailored to their specific needs and objectives. He also ensures rigorous and regular follow-up to guarantee that the implemented solutions remain optimal and aligned with the evolving circumstances of his clients and the markets.
Martin McCann
Martin has focused his practice exclusively on life insurance since 2010. He works primarily with business owners and corporate executives, supporting them in often complex situations, particularly in corporate and estate planning. With deep expertise and a highly personalized approach, Martin develops strategic solutions tailored to the unique needs of each client.Martin and his team are committed to serving their clients with the utmost care, guided by three core values: integrity, excellence, and contribution.
Diane Villeneuve
Administrative assistant
Fatima Mora
Administrative assistant
Alexandre Rolland
Administrative assistant
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About
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3578 boulevard Concorde Est
Laval, Québec, H7E 2C7
514-992-2959
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©2022 by Team Lauzon, Beaulac, Chartier.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.