Team

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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

Chantal Larochelle

Large company Group insurance and Pension plans

Guillaume Fortier

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.