ABOUT US
OUR TEAM
In finance and insurance, the quality of a relationship is built on rigorous, honest, and transparent information.
Regardless of your assets
Let’s develop a tailored strategy based on your goals and your unique situation.
Realistic income projections
Let’s base your expectations on realistic projections that account for the unpredictable.
Reliable
data
Let’s use the most reliable data to build scenarios that reflect reality.
Our Approach
At VotrePlan Wealth Management, our firm prioritizes an approach focused on long-term, sustainable, and high-quality relationships. We support our clients—both individuals and businesses—within a climate of trust, transparency, and integrity.
Our approach is distinguished by rigorous expertise, long-term stability, and the ability to offer solutions tailored to every financial situation. We remain accessible, available, and committed, supporting our clients with competence and clarity at every stage of their financial journey.
Richard Julien
– Mutual Fund Representative*
– Financial Security Advisor**
Richard has been working in the financial services industry since 2003, and more specifically in financial advising since 2008.
Passionate and creative, he leverages his experience to support his clients in achieving their financial goals.
In 2009, he founded VotrePlan Wealth Management, driven by a long-term vision and a constant commitment to quality.
Autorité des marchés financiers Certificate Number: 178837
Charles Gaucher, B.Com.
– Mutual Fund Representative*
– Financial Security Advisor***
Charles is a graduate of the University of Ottawa, where he earned a Bachelor of Commerce in 2016. After graduating, he worked as a resource manager for a multinational corporation.
Having always been passionate about the world of finance, he began his career in financial advising in 2020, with a commitment to building relationships of trust and supporting his clients over the long term.
Autorité des marchés financiers Certificate Number: 240577
Johny Abou-Khalil, B.Sc.
– Mutual Fund Representative*
Johny holds a Bachelor of Science in Actuarial Science from the Université de Montréal, earned in 2013. Throughout his career, he has held several management positions, rising through the ranks to a senior management role within a multinational corporation.
In 2024, he transitioned into the field of financial advising, leveraging his analytical expertise and management experience to the benefit of his clients.
Autorité des marchés financiers Certificate Number: 273407
Colette Gagné
– Senior Administrative Assistant
Colette has been working in the financial services industry for over 25 years and has been part of the VotrePlan Wealth Management team since 2018. Drawing on her extensive experience in the field, she plays a key role in the team’s success by providing rigorous and attentive support to our clients.
To build and grow wealth, you must keep both hands on the wheel and a cool head to make strategic decisions that align with the client's objectives.
The Right Balance Between Creativity and Security
It is by looking further ahead and cultivating a passion for finance that we are able to develop creative strategies that achieve our clients' goals.
It is by understanding our clients' specific challenges that we make decisions that protect their interests.
The success of a financial plan rests on the balance between creativity and security.
Building Your Wealth.
Regardless of Your Means.
Building wealth is accessible to everyone. Success is primarily based on consistency. The key is defining an investment budget that suits you and that you can maintain without having to sacrifice your quality of life.
- Set Achievable Goals
Goals tailored to your situation make wealth creation easier.
- No Need for Sacrifice
With a personalized strategy, you don’t have to deprive yourself in order to invest.
- Consistency Above All
A well-adapted plan helps you remain consistent and build your wealth over time.
Let's discuss your financial goals!
Schedule a free 30-minute consultation to discuss your financial goals and the investment strategies available to you.
The VotrePlan team is affiliated with the dealer MICA Capital Inc. Because it is independent of financial institutions, MICA offers some of the most flexible and diversified investment solutions on the market.
