E-PP TEAM

Jordane Côté, B.B.A.

Jordane Côté is Director of the E-PP firm, where she oversees operational performance, growth, and the strategic alignment of the firm's activities. She ensures the rigorous execution of mandates, coordinates the firm's operations, and mobilizes internal teams, all while maintaining key partnerships.

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With nearly 10 years of experience, including 6 within the E-PP team, she has developed solid expertise in governance, pension plan structuring, and strategic coordination. Her leadership is marked by a structured, pragmatic and decidedly results-oriented approach.

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Areas of expertise: Governance · Pension plan structuring · Operations · Strategic coordination

Luc Borgia, A.I.C.A., A.S.A., C.A.A.S. 

Luc Borgia is the actuary responsible for the Executive Pension Plan (E-PP), where he oversees the analysis and structuring of retirement strategies for clients.

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He designs, evaluates, and optimizes pension plans, ensuring their actuarial soundness, compliance, and alignment with executives’ financial and tax objectives. He also contributes to the ongoing development of the E-PP, which he helped design.

With more than 30 years of experience, he stands out for his ability to transform complex analyses into concrete, high-value strategies.

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Areas of expertise: Pension plan actuarial services / E-PP structuring / Profitability analysis / Retirement strategies

Jordan Quist

Jordan Quist is a programmer-analyst and automation specialist on the E-PP team, where he develops technology solutions to optimize operational and administrative processes.

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He designs automations for data collection, validation and integration, and builds tools for tracking, calculations and communications. He also manages databases and their integration with external platforms.

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His expertise centres on automation, data integration and operational efficiency, with a rigorous, performance-driven approach.

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Areas of expertise: Process automation · Data integration · Technology solution development · Business process optimization

Maxime Roy, B.B.A.

Maxime Roy is an investment strategy expert at the E-PP firm, where he analyzes markets and develops investment recommendations.

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He contributes to the construction of E-PP portfolios, particularly in asset allocation and manager selection, while monitoring macroeconomic trends to inform decision-making.

He also supports advisors in portfolio analysis and the implementation of tailored strategies.

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Areas of expertise: Portfolio construction · Market analysis · Mandate selection · Investment strategies

Léo Deblois, B.B.A., F. Pl.

Léo Deblois is an external business development advisor at the E-PP firm, where he supports the rollout of the offering across a national network of advisors.

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He works primarily with advisors in English-speaking markets, helping them understand and integrate the E-PP by supporting case analysis, strategy structuring, and plan implementation.

Trained in financial planning, he ensures the E-PP is integrated coherently into clients' overall financial plans.

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Areas of expertise: E-PP integration · Financial planning for entrepreneurs · Advisor support · Business development

Jean Tremblay, B.B.A.

Jean serves as a key strategist in the growth of the E-PP, working with both entrepreneurs and advisors to maximize its adoption and impact.

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An expert in positioning and go-to-market strategy, he supports advisors in adopting the E-PP and strengthens their ability to integrate it into their overall offering.

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With over 20 years of experience, he combines business development, strategic vision, and a people-focused approach to build lasting relationships and drive performance.

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Areas of expertise: Advisor support · Training · Business development · Client relations

Aymar Midjo

Aymar Midjo is an administrative assistant at the E-PP firm, where he supports operations related to executive pension plans and file follow-up.

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He assists advisors and clients with the main administrative operations, including transfers, contributions, investment instructions and use of the client portal, ensuring processes run smoothly.

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Before joining the E-PP firm, he worked in financial services, client relations and operations coordination in the digital solutions sector, developing a solid understanding of service delivery and file management.

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Areas of expertise: Administrative operations · Financial transactions · Client experience · Process optimization

Mathilde Potvin, B.B.A., M. Fisc.

Mathilde Potvin is a senior tax analyst at the E-PP firm, where she analyzes the tax implications of pension plans and their interaction with clients' corporate structures.

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She develops recommendations for business owners and their advisors, particularly in contexts such as business sales, corporate reorganizations, and decumulation planning, ensuring alignment between the E-PP, tax considerations, and financial objectives.

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Recognized for her ability to make complex concepts accessible, she delivers recommendations that are clear, well-structured and grounded in business realities.

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Areas of expertise: Corporate taxation · Business transactions · Tax reorganization · E-PP integration

Alkassem Attia

Alkassem Attia is an administrative assistant at the E-PP firm, where he handles plan setup and manages the administrative processes involved in implementation.

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He coordinates communications between clients, advisors, financial institutions and government agencies to ensure files are processed rigorously and smoothly, and oversees the ongoing monitoring and updating of plans.

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Recognized for his thoroughness and organizational skills, he contributes to the efficiency, compliance and continuity of E-PP plans.

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Areas of expertise: E-PP plan setup · Administrative coordination · Annual plan reviews · Advisor and client service

Samuel P. Sirois

Samuel P. Sirois is an analyst at the E-PP firm and serves as the reference point for complex executive pension plan files.

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He analyzes tax and actuarial issues, ensures the coherence of strategies, and supports advisors in structuring files. Trained in financial planning, he has in-depth expertise in retirement taxation and actuarial mechanics.

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Recognized for his thoroughness, he helps safeguard the integrity of analyses and improve the quality of recommendations.

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Areas of expertise: Retirement taxation · Plan actuarial mechanics · Holistic analysis of E-PP solutions