Stéphanie Roy


Client Advisor

MY ROLE WITHIN YOUR ENTOURAGE

Working with the other specialists, I coordinate the day-to-day transactions in your account. I am also responsible for gathering information and conveying it to the rest of the team. In short, I follow your financial activities very closely to ensure that your wishes are respected.

Every time you want to carry out a routine transaction, I am the one who will assist you – I am a constant presence within your support team. Fully committed to your financial well-being, I am always at your disposal for whatever you may need. Please do not hesitate to contact me directly, using your preferred means of communication.