Groupe DCB advisors offer a range of expertise to provide recommendations, solutions, and financial security products tailored to individuals, entrepreneurs, and business leaders.
Teaming Up with You
We are your ally to clearly and confidently plan and implement financial strategies.
LL.B., Fin. Pl.
- President, Financial Security Advisor and Financial Planner – Groupe DCB inc.
Philippe has been President of Groupe DCB since 2015 and shareholder of the Groupe since 2003. His expertise lies in financial security planning for professionals, managers, and senior executives of private corporations. His areas of work include insurance planning, risk management relating to death and disability, retirement planning, will and estate planning, and business succession planning.
A lawyer by training and a member of the Quebec Bar (1996) (www.barreau.qc.ca), he has extensive knowledge of the legal and tax implications of insurance and investment product ownership in a corporate context.
Education
- Financial Planning, Université Laval (1999)
- Master’s Degree in Management, McGill University (1998)
- Quebec Bar (1996)
- Law Degree, Université de Montréal (1995)
B. Sc. Econ.
- Investment Advisor – Mandeville Private Client Inc.
- Financial Security Advisors, Mandeville Insurance Services Inc.
Jean-Michel has been an Investment Advisor since 1997 and has worked for several renowned firms over his career, including Merrill Lynch, Desjardins Securities, and Manulife Securities.
He is passionate about finance and stands out for his human qualities and genuine desire to help investors achieve their goals. His global market vision and extensive product knowledge make him a sought-after and highly valued advisor.
He holds a bachelor’s degree in Economics and Finance from University of Montreal, in addition to having the title of Financial Security Advisor.
Education
- B. Sc. Economics & Finance, Université de Montréal (1995)
B. Sc. Acct, Fin. Pl.
- Financial Security Advisor and Financial Planner – Groupe DCB inc.
Claude is one of the firm’s founders. His area of expertise is the development and implementation of financial security structures in a corporate setting for controlling families in public corporations and owners-directors of private companies. Accountant by training and entrepreneur, Claude possesses a keen business acumen and a sound understanding of the financial context in which his clients operate.
A graduate of Hautes Études Commerciales de Montréal (HEC-1982), he has long been associated with the Réseau HEC as an administrator and volunteer. Claude continues to be involved in the community as Board member and treasurer of the Fondation Yvon Deschamps Centre-Sud, among other things.
Claude is committed to providing our clients with top quality professional advice, a goal that calls for appropriate expertise supported by a multidisciplinary team engaged in continued development.
Education
- B. Sc., Accounting & Finance, HEC Montréal (1982)
B. Comm., MBA
- Investment Advisor – Mandeville Private Client Inc.
- Financial Security Advisors, Mandeville Insurance Services Inc.
Jean-Pierre joined Groupe DCB in 1983. He is responsible for group pensions and registered pension plans. He has developed considerable expertise in individual and group registered pension plans and retirement compensation arrangements.
He holds a business degree and an MBA from McGill University. Before joining Groupe DCB, Jean-Pierre was an analyst with the corporate department of the Caisse de dépôt et placement du Québec.
Education
- Business Degree, McGill University (1977)
- MBA, McGill University (1986)
M.A., B. Sc. Mark.
- Investment Advisor Assistant – Mandeville Private Client Inc.
- Financial Security Advisors, Mandeville Insurance Services Inc.
Fares Hamzaoui is a Senior Administrative Assistant. He has a background in marketing management and a master’s degree in communication. He has several years of experience in financial services with major banks and insurance companies. Fares is constantly striving to excel at work, he is extremely meticulous and is an exceptional client relationship enabler.
Education
- Master’s Degree in Social Communication, Université du Québec à Trois-Rivières (2012)
- B. Sc., Marketing, Tunis University (2007)
B.A.A.
- Investment Advisor Assistant – Mandeville Private Client Inc.
With 25 years of experience in financial markets, Renaud focuses his practice on investment management and portfolio risk management. He helps professionals and entrepreneurs make the best use of the various savings solutions available.
Whether it’s an RRSP, IPP, TFSA or RESP, Renaud will guide you to the right solution to maximize savings and tax savings. Our objective is to strike a balance between the reasonable assessment of your assets and the preservation of your capital aligned with the various stages of your career or for your retirement.
Education
- B.A.A. Finance, HEC Montréal (1999)
Bc. Sc. Acct.
- Financial Security Advisor – Groupe DCB inc.
Anne is responsible for developing the firm’s Internet division, which meets insurance needs for businesspeople and self-employed workers. Her rigorous actuarial training enables her to ensure in-depth situational analyses and to make accurate and astute recommendations to our clients.
She also leverages her skills to advise entrepreneurs wisely on their financial planning and retirement.
Education
- B. Sc. Actuarial Science, UQAM (2010)
