Our Team

Sophie Lalonde is a Certified Financial Planner and an entrepreneur with over 25 years’ experience in the financial services industry. She holds a Bachelor of Commerce degree with a major in Finance and a minor in accounting from Concordia University. Sophie specializes in cross-border financial planning. With her team, they have an enviable depth of experience and knowledge that is difficult to match.

With three different financial planning certifications: CFP, IQPF and CRPC, Sophie has an acute understanding of the differences between the Commonwealth of Canada, Code civil du Quebec and the Common Law of the United States; as such you can be confident that her team will avoid the many common financial pitfalls.

Sophie holds the Canadian Investment Manager designation as well as the Certified International Wealth Manager title and is a Fellow of the Canadian Securities Institute. The Certified International Wealth Manager (CIWM) designation recognizes specialized strategies of wealth management that enable her to counsel individuals on complex wealth management issues, beyond the scope of basic financial planning. After many designations, in 2008, she is licensed as a discretionary portfolio manager, which implies the required skills to evaluate public and private corporations. She recently earned her RIS as a believer in responsible investing.

In 2015, Sophie was recognized as one of Canada top 50 advisors. In 2018, she comes in as the 5 finalists of Planplus Canada Financial Award; and in 2020, she wins the FP Global Award as the best financial firm in Canada.

She is actively involved in the community and as one of the founding members of The SITN Foundation, Sophie is highly acclaimed for her fund-raising abilities to further the interests and support of numerous children’s charities. She has been involved in the Chamber for many years and sits on the board of directors since the beginning of 2022.