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

Portfolio Manager

THE PERFECTIONIST

Jean Hénault

Portfolio Manager

THE IMPLEMENTOR

Pascal Ricard

Portfolio Manager

THE INSIGHTFUL ONE

Maxime Lagacé-Carter

Associate Portfolio Manager

THE INTUITIVE

Jean-Laurent Simard

Head of Business Development – Private Clients

THE INVESTIGATOR

Olivier Jean

Investment research and client portfolio analysis

THE TECHNOPHILE

Kevin John Abouzeid

Investment research and client portfolio analysis

THE DOCUMENTER

Tessa Wong

Senior Administrative Assistant

THE TRACKER

Lily Yan

Licensed Assistant

THE SUPPORTER

Sofia Troubetskaia

Administrative Assistant

THE AMIABLE

Nathalie Boismenu

Reception & Administration

THE COMMUNICATOR

Julia Barrantes

Head of Client Communications

Jesse Carrier

Investment Advisor

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.

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.