THE TEAM AND PARTNERS BEHIND PACTOLE FINANCIAL STRATEGIES
Pactole Financial Strategies’ client-focused team is always ready to help you enjoy your life passions while achieving your financial objectives. Our experienced partners put their knowledge and proven track records at your service!
Robert Tozzi, B.B.A., CLU, F. Pl.
President – Financial Planner
Sébastien Labrie, B.B.A.
Finance and Operations Director
Benoit Charest LL.B.*
Tax Lawyer – Private Wealth Management and Estate Planning
Marie-Eve Olivier, B.B.A., D.E.S.S.
Director of Business Development and Administration
Large company Group insurance and Pension plans
Small business Group Insurance and Pension Plans
Sébastien Lamy, B.A.A.
Financial security advisor, Business Service
*External partner who offers support services for general information. Interpretations, regulations and taxes implications can change without notice. Clients are invited to consult their own lawyer and/or tax specialist.