Michel Guimond

Michel Guimond

Founder, CEO & Senior Advisor

Michel studied at Laval University, in Quebec City, and obtained a Bachelor’s degree in actuarial science in 1985. He worked at Metropolitan Life (MetLife) in Ottawa (and stayed in the region since then!) from 1985 to 1990 in the actuarial department, and obtained his Associateship from the Society of Actuaries (Illinois, USA), in 1988. In 1990, he decided to jump on the other side of the fence and to become a Financial Planner to help people with their finances.

If God agrees, he sees himself doing the same for another 10 to 15 years!

Michel Guimond

BSc., CLU, CFP®, Pl. Fin.

Founder, CEO, and Senior Advisor

Michel studied at Laval University, in Quebec City, and obtained a Bachelor’s degree in actuarial science in 1985. He worked at Metropolitan Life (MetLife) in Ottawa (and stayed in the region since then!) from 1985 to 1990 in the actuarial department, and obtained his Associateship from the Society of Actuaries (Illinois, USA), in 1988. In 1990, he decided to jump on the other side of the fence and to become a Financial Planner to help people with their finances.

In 1993, he went to Great-West Life (GWL) as a sales manager, then Regional Life manager in 1997.

In 2000, he left GWL to join a group of actuaries and financial planners and start giving retirement seminars for the Retirement Planning Institute (RPI), the largest provider of retirement seminars to the federal government, the Bank of Canada, CMHC, and other large pension plan employers. Michel has been the only financial planner to teach about retirement planning for the Bank of Canada since 2000!

Over 700 seminars later, he still does retirement seminars and provides financial planning advice to over 900 clients.

BSc., CLU, CFP®, Pl. Fin.

Founder, CEO, and Senior Advisor

Amy Tang

Amy Tang

COO, Advisor

Amy Tang is the Chief Operating Officer and one of the main advisors of Grandmaster Financial. She leads the team with a passion of delivering exceptional customer service. While working directly with clients is one of her strengths, Amy also oversees the important processes that take place behind the scenes. She’s in charge of coordinating advisory and administrative efforts to ensure an effective business workflow.

Amy Tang is 2021’s Advocis Young Acheiver of the Year.

Amy Tang

B.B.A., Investment Fund Advisor*, Life & Health Insurance Advisor.

COO, Advisor

Amy Tang is the Chief Operating Officer and one of the main advisors of Grandmaster Financial. She leads the team with a passion of delivering exceptional customer service. While working directly with clients is one of her strengths, Amy also oversees the important processes that take place behind the scenes. She’s in charge of coordinating advisory and administrative efforts to ensure an effective business workflow.

Amy brings with her nearly 9 years of experience since joining Desjardins Financial Security Independent Network in 2013 and joining Grandmaster FP in 2017. She plays an integral role in helping our clients and has also become a vital part of the organization’s leadership team.

Whether you meet with Michel, Amy, or both together, you will receive the same advice, the same empathy, and the same warm approach!

Amy has been honoured as one of Wealth Professional’s Rising Stars for the year of 2020 and as the sole recipient of the Advocis Young Achiever of the Year Award from Wealth Professional, in 2021, which recognizes the hard work and exceptional practice of an advisor under 40 with a Nation-Wide clientele.

B.B.A., Investment Fund Advisor*, Life & Health Insurance Advisor.

COO, Advisor

Jude Guimond-Trahan

Jude Guimond-Trahan

Business Development

Jude is a bilingual graduate of H.E.C. Montréal with specialization in Finance. Throughout his time at university, Jude acquired experience through multiple internships in different branches of finance: As a Junior Credit Analyst for CDPQ, as a Junior Private Equity Analyst for Alfar Capital Management and worked twice on back office projects for financial services firms in Ottawa and Gatineau. His latest back office project was with GrandMaster FP during summer 2020 before joining as a full-time employee at the beginning of 2021.

Here to improve the client’s experience.

Jude Guimond-Trahan

B.B.A., Investment Fund Advisor*

Business development

Jude is a bilingual graduate of H.E.C. Montréal with specialization in Finance. Throughout his time at university, Jude acquired experience through multiple internships in different branches of finance: As a Junior Credit Analyst for CDPQ, as a Junior Private Equity Analyst for Alfar Capital Management and worked twice on back office projects for financial services firms in Ottawa and Gatineau. His latest back office project was with GrandMaster FP during summer 2020 before joining as a full-time employee at the beginning of 2021.

Jude currently works on improving different facets of the business, mostly marketing, technology and analytics but he also has responsibilities on the buy side of the practice and helps a lot with his knowledge in financial theory.

Jude is not currently certified to give financial advice to clients but his knowledge of business and expertise in finance will be essential for us to improve our client experience while allowing our advisors to keep doing what they do best!

When he is not working on tools for our clients or doing analysis with our advisors, Jude likes to exercise and loves to learn about art.

B.B.A., Investment Fund Advisor*

Business development

Nicky La

Nicky La

Chief of Administration & Executive Assistant.

Nicky La serves as the team’s Executive Assistant, with responsibility for handling transactions and ensuring that all forms and paperwork are completed. She also oversees and manages the company’s administrative team. Nicky is instrumental daily operation.

She oversees and manages the company’s administrative team.

Nicky La

BSc., Investment Fund Advisor*

Chief of Administration & Executive Assistant.

Nicky La serves as the team’s Executive Assistant, with responsibility for handling transactions and ensuring that all forms and paperwork are completed. She also oversees and manages the company’s administrative team. Nicky is instrumental daily operation.

She holds a bachelor’s degree in psychology from the University of Ottawa and is also mutual fund licenced in the province of Ontario and Quebec.

Nicky began her career in the financial services industry as a Life and Health Insurance Advisor and Mutual Fund Representative with Desjardins Financial Security Independent Network in Ottawa in 2012. She then went on to spend over 6 years as a Financial Services Manager in the automotive industry. Most recently, Nicky moved back home to Ottawa from Toronto with her family in 2018 to join Grandmaster Financial Planning.

In her spare time, Nicky enjoys martial arts and making plant-based recipes.

BSc., Investment Fund Advisor*

Chief of Administration & Executive Assistant.

Carol Galeote

Carol Galeote

Back Office and Transactions

Carol Galeote joined Grandmaster Financial Planning in 2021 as an Investment Funds Administrator, and brings over 30 years of administrative experience. She is instrumental in our behind-the-scene operations, which includes investment processing and following-up on transactions for our clients. Carol also works proactively to support the company’s administrative team.

Over 30 years of administrative experience !

Carol Galeote

Back Office & Transactions

Carol Galeote joined Grandmaster Financial Planning in 2021 as an Investment Funds Administrator, and brings over 30 years of administrative experience. She is instrumental in our behind-the-scene operations, which includes investment processing and following-up on transactions for our clients. Carol also works proactively to support the company’s administrative team.

Carol began her career in the financial services industry as an Administrator with BMO Nesbitt Burns in the mid 90s. She then went on to spend over 12 years with Desjardins Financial Security Independent Network in Ottawa, and became a vital part of the organization’s administrative team.

When possible, Carol enjoys travelling.

Back Office & Transactions

Caroline Arnold

Caroline Arnold

Administrative Assistant

Caroline attended the Goodman School of Business in St. Catharines, where she obtained her Honours BBA degree with a concentration in Marketing. She completed an exchange semester in Lille, France at IÉSEG École de Commerce in her third year. She enjoyed the variety of modules provided by the intensive course structure, as well as the cultural enrichment outside of the classroom. It was a fantastic way to learn about global perspectives and improve her bilingualism.

Handles administrative duties, bookings and preparation of all client meetings.

Caroline Arnold

B.B.A.

Administrative assistant

Caroline attended the Goodman School of Business in St. Catharines, where she obtained her Honours BBA degree with a concentration in Marketing. She completed an exchange semester in Lille, France at IÉSEG École de Commerce in her third year. She enjoyed the variety of modules provided by the intensive course structure, as well as the cultural enrichment outside of the classroom. It was a fantastic way to learn about global perspectives and improve her bilingualism.

Since graduating in 2020, Caroline began working as the Office Manager at her family landscaping and contracting company, responsible for its recent rebrand and the bookkeeping. She then went on to become a Customer Service Representative at BMO, gaining further practical experience in the financial industry. She now handles administrative duties, specifically the booking and portfolio preparation for all of our client meetings.

Her after-work activity of choice is heading to the gym or going for a hike in the sun with her dog, Molly.

B.B.A.

Administrative assistant

Susan Huang

Susan Huang

Processing Administrative Assistant

Susan Huang joined our growing team in 2021 as a Processing Administrative Assistant. She brings with her over 9 years of administrative & book-keeping experience and provides behind-the-scenes support to our team, helping us stay organized and ensures our processing operations are executed accurately while maintaining efficiency.

Helping us stay organized, accurate and efficient.

Susan Huang

Certification in accounting and bookkeeping practices

Processing administrative assistant

Susan Huang joined our growing team in 2021 as a Processing Administrative Assistant. She brings with her over 9 years of administrative & book-keeping experience and provides behind-the-scenes support to our team, helping us stay organized and ensures our processing operations are executed accurately while maintaining efficiency.

Susan is a dedicated mother to two young children and also a proud co-owner of Silver Spoon Thai, a small family friendly restaurant located near by. When she has time in her busy schedule to do something for herself, she finds the most joy in spending quality time with friends and family, accompanied by a glass of wine and good food.

Certification in accounting and bookkeeping practices

Processing administrative assistant

Amy Tang

Amy Tang

COO, Advisor

Amy Tang is the Chief Operating Officer and one of the main advisors of Grandmaster Financial. She leads the team with a passion of delivering exceptional customer service. While working directly with clients is one of her strengths, Amy also oversees the important processes that take place behind the scenes. She’s in charge of coordinating advisory and administrative efforts to ensure an effective business workflow.

Amy Tang is 2021’s Advocis Young Acheiver of the Year.

Amy Tang

B.B.A., Investment Fund Advisor*, Life & Health Insurance Advisor.

COO, Advisor

Amy Tang is the Chief Operating Officer and one of the main advisors of Grandmaster Financial. She leads the team with a passion of delivering exceptional customer service. While working directly with clients is one of her strengths, Amy also oversees the important processes that take place behind the scenes. She’s in charge of coordinating advisory and administrative efforts to ensure an effective business workflow.

Amy brings with her nearly 9 years of experience since joining Desjardins Financial Security Independent Network in 2013 and joining Grandmaster FP in 2017. She plays an integral role in helping our clients and has also become a vital part of the organization’s leadership team.

Whether you meet with Michel, Amy, or both together, you will receive the same advice, the same empathy, and the same warm approach!

Amy has been honoured as one of Wealth Professional’s Rising Stars for the year of 2020 and as the sole recipient of the Advocis Young Achiever of the Year Award from Wealth Professional, in 2021, which recognizes the hard work and exceptional practice of an advisor under 40 with a Nation-Wide clientele.

B.B.A., Investment Fund Advisor*, Life & Health Insurance Advisor.

COO, Advisor

Jude Guimond-Trahan

Jude Guimond-Trahan

Business Development

Jude is a bilingual graduate of H.E.C. Montréal with specialization in Finance. Throughout his time at university, Jude acquired experience through multiple internships in different branches of finance: As a Junior Credit Analyst for CDPQ, as a Junior Private Equity Analyst for Alfar Capital Management and worked twice on back office projects for financial services firms in Ottawa and Gatineau. His latest back office project was with GrandMaster FP during summer 2020 before joining as a full-time employee at the beginning of 2021.

Here to improve the client’s experience.

Jude Guimond-Trahan

B.B.A., Investment Fund Advisor*

Business development

Jude is a bilingual graduate of H.E.C. Montréal with specialization in Finance. Throughout his time at university, Jude acquired experience through multiple internships in different branches of finance: As a Junior Credit Analyst for CDPQ, as a Junior Private Equity Analyst for Alfar Capital Management and worked twice on back office projects for financial services firms in Ottawa and Gatineau. His latest back office project was with GrandMaster FP during summer 2020 before joining as a full-time employee at the beginning of 2021.

Jude currently works on improving different facets of the business, mostly marketing, technology and analytics but he also has responsibilities on the buy side of the practice and helps a lot with his knowledge in financial theory.

Jude is not currently certified to give financial advice to clients but his knowledge of business and expertise in finance will be essential for us to improve our client experience while allowing our advisors to keep doing what they do best!

When he is not working on tools for our clients or doing analysis with our advisors, Jude likes to exercise and loves to learn about art.

B.B.A., Investment Fund Advisor*

Business development

Nicky La

Nicky La

Chief of Administration & Executive Assistant.

Nicky La serves as the team’s Executive Assistant, with responsibility for handling transactions and ensuring that all forms and paperwork are completed. She also oversees and manages the company’s administrative team. Nicky is instrumental daily operation.

She oversees and manages the company’s administrative team.

Nicky La

BSc., Investment Fund Advisor*

Chief of Administration & Executive Assistant.

Nicky La serves as the team’s Executive Assistant, with responsibility for handling transactions and ensuring that all forms and paperwork are completed. She also oversees and manages the company’s administrative team. Nicky is instrumental daily operation.

She holds a bachelor’s degree in psychology from the University of Ottawa and is also mutual fund licenced in the province of Ontario and Quebec.

Nicky began her career in the financial services industry as a Life and Health Insurance Advisor and Mutual Fund Representative with Desjardins Financial Security Independent Network in Ottawa in 2012. She then went on to spend over 6 years as a Financial Services Manager in the automotive industry. Most recently, Nicky moved back home to Ottawa from Toronto with her family in 2018 to join Grandmaster Financial Planning.

In her spare time, Nicky enjoys martial arts and making plant-based recipes.

BSc., Investment Fund Advisor*

Chief of Administration & Executive Assistant.

Carol Galeote

Carol Galeote

Back Office and Transactions

Carol Galeote joined Grandmaster Financial Planning in 2021 as an Investment Funds Administrator, and brings over 30 years of administrative experience. She is instrumental in our behind-the-scene operations, which includes investment processing and following-up on transactions for our clients. Carol also works proactively to support the company’s administrative team.

Over 30 years of administrative experience !

Carol Galeote

Back Office & Transactions

Carol Galeote joined Grandmaster Financial Planning in 2021 as an Investment Funds Administrator, and brings over 30 years of administrative experience. She is instrumental in our behind-the-scene operations, which includes investment processing and following-up on transactions for our clients. Carol also works proactively to support the company’s administrative team.

Carol began her career in the financial services industry as an Administrator with BMO Nesbitt Burns in the mid 90s. She then went on to spend over 12 years with Desjardins Financial Security Independent Network in Ottawa, and became a vital part of the organization’s administrative team.

When possible, Carol enjoys travelling.

Back Office & Transactions

Carloline Arnold

Carloline Arnold

Administrative assistant

Caroline attended the Goodman School of Business in St. Catharines, where she obtained her Honours BBA degree with a concentration in Marketing. She completed an exchange semester in Lille, France at IÉSEG École de Commerce in her third year. She enjoyed the variety of modules provided by the intensive course structure, as well as the cultural enrichment outside of the classroom. It was a fantastic way to learn about global perspectives and improve her bilingualism.

Handles administrative duties, bookings and preparation of all client meetings.

Caroline Arnold

B.B.A.

Administrative assistant

Caroline attended the Goodman School of Business in St. Catharines, where she obtained her Honours BBA degree with a concentration in Marketing. She completed an exchange semester in Lille, France at IÉSEG École de Commerce in her third year. She enjoyed the variety of modules provided by the intensive course structure, as well as the cultural enrichment outside of the classroom. It was a fantastic way to learn about global perspectives and improve her bilingualism.

Since graduating in 2020, Caroline began working as the Office Manager at her family landscaping and contracting company, responsible for its recent rebrand and the bookkeeping. She then went on to become a Customer Service Representative at BMO, gaining further practical experience in the financial industry. She now handles administrative duties, specifically the booking and portfolio preparation for all of our client meetings.

Her after-work activity of choice is heading to the gym or going for a hike in the sun with her dog, Molly.

B.B.A.

Administrative assistant

Susan Huang

Susan Huang

Processing Administrative Assistant

Susan Huang joined our growing team in 2021 as a Processing Administrative Assistant. She brings with her over 9 years of administrative & book-keeping experience and provides behind-the-scenes support to our team, helping us stay organized and ensures our processing operations are executed accurately while maintaining efficiency.

Helping us stay organized, accurate and efficient.

Susan Huang

Certification in accounting and bookkeeping practices

Processing administrative assistant

Susan Huang joined our growing team in 2021 as a Processing Administrative Assistant. She brings with her over 9 years of administrative & book-keeping experience and provides behind-the-scenes support to our team, helping us stay organized and ensures our processing operations are executed accurately while maintaining efficiency.

Susan is a dedicated mother to two young children and also a proud co-owner of Silver Spoon Thai, a small family friendly restaurant located near by. When she has time in her busy schedule to do something for herself, she finds the most joy in spending quality time with friends and family, accompanied by a glass of wine and good food.

Certification in accounting and bookkeeping practices

Processing administrative assistant

* Mutual funds distributed through Desjardins Financial Security Investments Inc.