Client Portal
Invest with TWM Group
Invest with TWM Group
Client Portal
Invest with TWM Group
Invest with TWM Group

Our Team

Wealth Professional
Among the Top 50 Advisors 2023

The Globe and Mail
Canada’s Top Wealth Advisors: Best in Province 2022

Wealth Professional
Among the Top 50 Advisors 2022

The Globe and Mail
Canada’s Top Wealth Advisors 2021

Wealth Professional
Among the Top 50 Advisors 2021

WP Awards
Award for Engagement Loyalty and Client Care 2021

Wealth Professional
Among the Top 50 Advisors 2020

Wealth Professional
Among the Top 50 Advisors 2019

Diversification of assets is a key principle of successful investing.

Assets are carefully chosen to work well together in all conditions.

Our team is constructed in much the same way.

THE INNOVATOR

Nader Hamid

Senior Portfolio Manager

READ BIO -> 

THE INSIGHTFUL ONE

Maxime Lagacé-Carter

Portfolio Manager

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THE IMPLEMENTOR

Pascal Ricard

Senior Portfolio Manager

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THE INVESTIGATOR

Olivier Jean

Portfolio Manager

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THE PERFECTIONIST

Jean Hénault

Head of Strategic Development

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THE DOCUMENTER

Tessa Wong

Senior Administrative Assistant

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THE TRACKER

Lily Yan

Licensed Assistant

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THE SUPPORTER

Sofia Troubetskaia

Administrative Assistant

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THE LIAISON

Sergia Vassor

Administrative Assistant

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THE AMIABLE

Nathalie Boismenu

Reception & Administration

THE COMMUNICATOR

Julia Barrantes

Head of Client Communications

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THE PLANNER

Debbie Beaupré-Odorico

Director of Financial and Estate Planning

TWM Wealth Planning

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Jesse Carrier

Investment Advisor

READ BIO ->

Simon Houle

Simon Houle

Portfolio Manager

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Hussain Ahmad

Wealth Advisor

READ BIO ->

Diverse backgrounds and skillsets

A diversity of backgrounds and skill-sets provides stability, reliability, and most importantly, the knowledge and insight needed to successfully manage and service our clients’ goals. Each member of our team is dedicated to the full ownership of his or her own responsibilities. Our work ethic is a synergy of accessibility, transparency, integrity, respect and professionalism – in all client interactions, and with each other. As committed as we are to the health, wealth, and happiness of our clients, this commitment extends to our assets – every member of our team.

Providing peace of mind by simplifying the wealth management experience

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

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Waiting list registration for October 21st

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Waiting list registration for September 30th
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Waiting list registration for September 30th
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Inscription pour le 10 septembre

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Inscription à la liste d’attente pour le 8 septembre
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Inscription pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

La séminaire est à capacité maximale. Veuillez vous inscrire à la liste d'attente.

Inscription à la liste d’attente pour le 10 septembre
Si vous souhaitez être accompagné(e) d’un(e) invité(e), aucune inscription supplémentaire n’est requise pour cette personne.

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Registration for June 17th

Registration for June 16th