PACTOLE’S DNA: FIVE CORE ATTRIBUTES

Learn more about our firm by listening to our founder, Robert Tozzi, discuss the 5 aspects of our firm: Robert Tozzi, the entrepreneur, continuity, values and mission.

  • Robert Tozzi
  • The entrepreneur
  • Continuity…
  • Values
  • Mission
  • History

OUR TEAM AND PARTNERS:

Our firm is made up of a dynamic team that is always ready to serve you. Our ultimate goal? To help you live your life to the fullest–all while achieving your objectives. Our experienced professionals complete our team and use their knowledge and background to guide you!

ROBERT TOZZI, B.B.A., CLU, F. PL.

President
Financial Planner (F. Pl.)
Chartered Life Underwriter (CLU)
Financial security advisor
Advisor in group insurance and group-annuity plans

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

JULIE VACHON

Small business Group Insurance and Pension Plans

LINO CHIMIENTI, B.B.A.

Financial security advisor
Advisor in group insurance and group-annuity plans

*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.