RBC DOMINION SECURITIES - Key Persons
Cynthia has been with the Archambault/Lévesque Group since 2020. Result-oriented and highly numerate administrative professional with over 20 years of experience in the Capital Market sector, she brings vast knowledge of client relations, administrative tasks, and inner working of the markets. She demonstrates an energetic approach to solving issues and assists the entire team with the daily operations and operational follow-ups.
She studied business administration (Finance) at Champlain regional college and has been working in the investment field ever since. She is an organized, detailed and methodical individual who builds strong business relationships with her team and clients.
Cynthia lives on the South Shore with her three very active boys who are the center of her world. She also has a passion for skiing, paddle boarding and running.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
A member of the Archambault/Lévesque Group for more than 30 years, Eric is primarily responsible for portfolio management. Eager to meet clients' financial goals while providing them with peace of mind, he is always on the lookout for the best strategies and possible solutions. In regards to his personalized approach, Eric works to integrate all professionals that surround the client. The world of finance can quickly become complex and the financial products are abundant, but he makes sure to stay focused on their business model. Very professional, transparent and disciplined, Eric is highly appreciated by his clients. He uses his resources those of RBC at the disposal of the clients in order to reach their objectives and to watch over their legacy at all times.
Eric graduated from HEC Montréal while building and serving the group's clientele. He, also, holds the title Fellow of the Canadian Securities Institute and financial security advisor. Philanthropy is important to him. He supports various causes such as the HEC Foundation, Foundation Charles-Bruneau, Dans la rue and the Hochelaga Community Center.
Eric lives on the South Shore of Montreal with his spouse, Karine. His passion for travel and scuba diving has led him to visit several regions of the world including the Maldives, the Galapagos Islands, Cocos Island of Costa Rica and West Papua. A golf enthusiast, he finds the time to improve his handicap. He also keeps fit by training at a gym religiously!
Job Titles:
- Associate Wealth & Investment Advisor
A proud partner of the group for more than 25 years as an associate advisor, Julie supervises the efficiency of the administrative services of the team, the implementation of the strategy established by the managers, and the coordination of the management plans of the team. Julie is distinguished by her dedication to our customers. Meticulous and having an infallible memory for all the peculiarities of each family, she leaves nothing to chance. She ensures the implementation and integration of the recommendations made by Nathalie & Eric so that clients can make the most of their wealth and achieve their objectives.
With a Bachelor's degree in Political Science from the University of Montreal, Julie obtained her Master's degree in Communication from Laval University. Over the years, she has been licensed as a registered representative with the Investment Industry Regulatory Organization of Canada (IIROC) and has taken a number of advanced courses. Holder of a degree in financial security, Julie participates in the analysis of insurance files.
Julie lives in the countryside with her husband and their daughter. The countryside allows her practice one of her passions, gardening!
Marie joined the Archambault/Lévesque Group in 2021. Hardworking and organized, she assists the team with account administration and day-to-day operations.
She holds a bachelor's degree in Teaching English as a Second Language from the University of Quebec in Montreal. Marie's career with RBC Dominion Securities began in 2015 as an intern and then full-time in 2019. Her interest in the field and her willingness to help people encouraged her to pursue this career.
Marie has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course. She is currently taking the Wealth Management Essentials Course.
In her spare time, Marie enjoys going to the family cottage and spending time with her parents and sister. She has a passion for cross-country skiing and golf as well as more relaxing hobbies like puzzles and board games.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
An integral part of the Archambault/Lévesque Group for the more than 20 years, Nathalie works on the development of strategic plans combining protection and wealth management. She uses the best tools and specialists necessary so that no aspect of one's legacy is left to chance. She is also in charge of business development within the group. Her attention to detail, her rigor and her very personalized approach are very appreciated by clients who do not hesitate to refer her their family and friends. She takes the time to educate her clients and ensures that they understand the steps in the development of their plan, their strategies and the different notions of risk.
With a degree in business administration with a major in finance, Nathalie has been with RBC Dominion Securities since graduating from the University of Sherbrooke more than 25 years ago. She was always passionate about numbers and wanted to combine this enthusiasm with the client relationship which is another essential element to her great motivation at work. The role of an investment advisor in the securities industry was a revelation. She also completed her training as a Fellow of the Canadian Securities Institute in 1996.
Nathalie is married and a mother of twin boys. This very sporty family, likes to travel and spend time at their cottage in St-Donat with their dog Arlo. Nathalie also enjoys supporting various causes such as the Fondation Charles-Bruneau and the Dr Clown Foundation.
Job Titles:
- Associate
- Investment Advisor
Nicolas joined the Archambault / Lévesque Group in early 2021 after starting his career in a private investment firm primarily working with pension funds, high net worth families and other institutional investors. Nicolas has always been passionate about portfolio management and wants to help clients achieve their financial goals and support them in developing their wealth. He works directly in the analysis of securities and in the development of investment portfolios. He ensures the monitoring of portfolios in a personalized way and is involved in the relationship with clients.
He obtained his Bachelor of Business Administration (Finance) from the University of Ottawa and his Masters of Management (Finance) from HEC Montreal. Nicolas holds the CFA (Chartered Financial Analyst) designation.
Nicolas is married and the father of two children. Family is very important to him and he loves trying new activities with them. A former hockey player, he still practices several sports to satisfy his desire for competition.
Job Titles:
- Advisor
- Associate
- Associate Advisor / Sandro
With more than 10 years of investment experience, Sandro joined the Archambault / Lévesque Group more than ten years ago. In the team, he seconds Eric and Nathalie at the level of stock trading. He is responsible for implementing the strategy and rebalancing the portfolios. He remains available to clients or their professionals to ensure their understanding. Sandro has won numerous awards for the excellent customer service he offers. This effectively translates into flawless professionalism and a constant effort to exceed customer expectations. He is also the specialist for all tax related questions and RBC Wealth Management online accounts.
He obtained his Bachelor of Business Administration (Finance) from Concordia University and has been working in the investment field ever since. In addition to obtaining his IIROC Investment Representative license, he furthered his education by taking specialized courses including options and derivatives.
Sandro is married and has two beautiful daughters. The family spirit is very important for him as well as the Italian traditions. Making homemade salami, wine, and tomato sauce is part of his hobbies!
Shauna joined the Archambault / Lévesque Group more than ten years ago. Dedicated and persevering, she manages the entire administrative component including daily operations and operational follow-ups. Her extensive experience in compliance ensures that client records meet the many demands of the industry.
Shauna received her BA in Psychology from Concordia University. Having worked at the Royal Bank branch for a few years, she chose to join the Securities Division in 2006. Shauna worked in the branch's administrative department for more than seven years. Spontaneously, she puts this expertise to work to answer the requests of the customers.
Shauna is married and has a beautiful son. She lovingly watches over her mother and family. She is passionate about traveling around the world and culinary discoveries.