Groupe DCB advisors offer a range of expertise to provide recommendations, solutions, and financial security products tailored to individuals, entrepreneurs, and business leaders.
- President, Financial Security Advisor and Financial Planner
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.
- Financial Planning, Université Laval (1999)
- Master’s Degree in Management, McGill University (1998)
- Quebec Bar (1996)
- Law Degree, Université de Montréal (1995)
- Financial Security Advisor and Financial Planner
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.
- B. Sc., Accounting & Finance, HEC Montréal (1982)
- Financial Security Advisors
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.
- Business Degree, McGill University (1977)
- MBA, McGill University (1986)
- Financial security advisor
Carl has several years of experience in the financial sector and has developed an expertise for this constantly evolving field. Being self-employed before joining the Groupe DCB, he has an entrepreneurial spirit that allows him to understand his client challenges.
A graduate in business management and also holder of a diploma in administration, he benefits from an in-depth understanding of the financial services sector. Over the years, he has built up solid skills in developing financial security strategies in a corporate context.