Headquarters:

2065 rue Frank-Carrel, 1er étage, Québec, QC G1N 2G1 / 1411 rue Peel, bureau 500, Montréal, QC H3A 1S5

Year founded:

2006

Number of employees:

Phone:

1 877 682 5853

Email:

marketing@maximizer.com

Website:

bgy.ca

LinkedIn:

linkedin.com/company/bgy-gestion-de-portefeuille

“Every portfolio manager or advisor has fewer clients than the industry standard, so we can devote more time to each client and deliver a level of service and precision that is well above average”

David Poliquin, BGY Wealth Management

Read on

IB Top Brokerages

Award Winner

SHIELDED INSURANCE BROKERS

Award Winner

BGY Wealth Management

David Poliquin, CFA

Portfolio Manager

Miguel Yargeau

Portfolio Manager

Jean-Philippe Fillion, CFA

Portfolio Manager

Leadership

David Poliquin is a portfolio manager and partner at BGY. Active in portfolio management since 2005, he is recognized for his expertise in alternative investments, structured notes, and flow-through share strategies. He specializes in delivering innovative, tax-efficient solutions for high-net-worth clients. Known for his strategic thinking and ability to simplify complex financial concepts, Poliquin is committed to helping clients optimize their financial and tax situations through disciplined and client-focused portfolio management.

Portfolio Manager

David Poliquin, CFA

Miguel Yargeau has worked in financial services since 2002 and founded BGY in 2005. A portfolio manager and financial planner, he combines investment expertise with extensive knowledge of personal financial planning. Yargeau is also a respected speaker, regularly delivering conferences and training sessions for financial professionals, accountants, clients, and entrepreneurs.

Portfolio Manager

Miguel Yargeau

Jean-Philippe Fillion is a portfolio manager at BGY Wealth Management. He works closely with clients to support portfolio implementation, investment strategies, and wealth management solutions. As part of BGY’s multidisciplinary team, Fillion contributes to delivering personalized advice and maintaining the firm’s high standards of service. His collaborative approach and commitment to client success help ensure that investment strategies align with each client’s long-term financial objectives. Internally, he is well known for his holistic approach to complex situations.

Portfolio Manager

Jean-Philippe Fillion, CFA

SPECIAL REPORT

Home

Bio

Mathieu Groleau

Portfolio Manager

Mathieu Groleau serves as a portfolio manager at BGY Wealth Management. Holding the Chartered Investment Manager (CIM®) designation, he supports portfolio construction, investment analysis, and the implementation of discretionary investment strategies. Working alongside BGY’s portfolio management team, Groleau helps deliver disciplined and tax-efficient solutions tailored to the needs of affluent individuals, families, and business owners. His analytical approach and commitment to excellence contribute to the firm’s client-focused investment process.

Portfolio Manager

Mathieu Groleau

Alexandra Tanguay, CFA

Portfolio Manager

Alexandra Tanguay serves as a portfolio manager at BGY Wealth Management. She works with clients and professional advisors to help implement comprehensive financial planning and investment strategies that support long-term wealth preservation and financial security. As part of BGY’s multidisciplinary approach, Tanguay contributes to delivering integrated solutions that address clients’ evolving financial, insurance, and estate planning needs while maintaining a strong focus on service and collaboration.

Portfolio Manager

Alexandra Tanguay, CFA

BGY Wealth Management has built its reputation on a philosophy that runs counter to much of the wealth management industry. Where many firms measure success through sales volume and referral targets, BGY centres its practice on three core values: rigour integrity creativity BGY has a singular mission: helping clients continuously optimize their financial and tax position through close collaboration with the professionals who support them daily. That commitment has earned the firm recognition as a 5-Star Advisory Team for 2026. The most distinctive feature of BGY’s model is its staffing structure, a deliberate choice to defy the traditional relationship model prevalent in wealth management, maintaining a ratio of employees to clients that far exceeds the industry norm. Every qualifying household is assigned multiple professionals, typically including at least one accountant or tax-planning specialist and a portfolio manager. This configuration allows BGY to engage clients across a remarkably wide range of subjects, from investments and financial planning to insurance, tax optimization, succession planning, philanthropy, organizational structure, decumulation strategies, and compensation strategies.

“We excel at communicating complex strategies in a clear, transparent manner, empowering clients to make informed decisions while maintaining confidence in the discretionary process.”

David Poliquin, BGY Wealth Management

Alex Brochet

Investment Advisor

Joey Sirois

Investment Advisor

Jean-Simon Vachon, CFA

Investment Advisor

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Alex Brochet is an investment advisor at BGY Wealth Management. He supports clients in the execution of investment strategies and works closely with portfolio managers to deliver personalized wealth management solutions. As part of one of Canada’s leading wealth management teams, Brochet contributes to maintaining strong client relationships and ensuring a high standard of service. His collaborative and client-focused approach helps clients pursue their long-term financial objectives with confidence.

Investment Advisor

Alex Brochet

Joey Sirois is an investment advisor with BGY Wealth Management. He works alongside portfolio managers and advisors to support investment management and client service initiatives. Sirois is dedicated to helping clients navigate their financial decisions through tailored investment solutions and proactive communication. His role within BGY’s collaborative team environment contributes to delivering a comprehensive wealth management experience focused on long-term client success. In addition to his advisor role, he possesses an expertise in private investment solutions.

Investment Advisor

Joey Sirois

Jean-Simon Vachon is an investment advisor with BGY Wealth Management, where he collaborates with clients and professional partners to develop integrated financial planning and investments solutions. His work focuses on helping clients address complex financial considerations, including wealth preservation, risk management, and long-term planning objectives. Through BGY’s multidisciplinary approach, Vachon contributes to delivering personalized strategies designed to optimize clients’ overall financial well-being.

Investment Advisor

Jean-Simon Vachon, CFA

Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.

Associate Vice President, Leasing and Call Centre Operations

Sarah M Stewart

Associate Vice President, Leasing and Call Centre Operations

Karen Bannister, CM

Vice President, Marketing

Dave Longbottom

Chief Technology Officer

Alex Ventura

Head of Marketing

Damian Palovick

Senior Vice President of Underwriting AXA XL – Delegated Authority Programs, North America

Dr. Mary Lavoie

Head of Risk Management and Senior Vice President AXA XL – Delegated Authority Programs, North America

Mark Bernacki

Chief Underwriting Officer

Ryan Armijo

Chief Operating Officer, Underwriting Division

Bob Petrilli

President, Underwriting Division

Portfolio manager and partner David Poliquin says, “Every portfolio manager or advisor has fewer clients than the industry standard, so we can devote more time to each client and deliver a level of service and precision that is well above average.” That depth of service extends to the firm’s approach to tax optimization, a discipline BGY treats as integral rather than incidental. Its sophisticated use of flow-through shares is well recognized in financial circles, and its emphasis on personalized tax strategies for each client reflects a conviction that typical advisors leave meaningful value on the table by treating investments and tax planning as separate exercises. BGY serves a clientele that includes entrepreneurs, high-income earners, and medical professionals, the majority of whom have corporate structures incorporating holdings and trusts. To protect the quality of its service, the firm deliberately limits client intake and controls its onboarding rate.

Communication is another pillar of the BGY model. The team adapts its approach to match each client’s investment knowledge, interest, and need, by going deep into technical detail with the more than 300 clients who are themselves finance professionals, and taking the time to explain fundamentals clearly with those who are less familiar with the sector. “We excel at communicating complex strategies in a clear, transparent manner, empowering clients to make informed decisions while maintaining confidence in the discretionary process,” Poliquin explains. On returns, the approach is similarly measured: BGY declines to promise outcomes, preferring to remain conservative and overdeliver. Internally, the culture reflects the same values BGY projects to clients. Employee compensation is not tied to sales or referrals – a deliberate structural choice that has fostered a high-performance environment built on collaboration, accountability, and long-term career growth. There is no internal competition; instead, the team works collectively toward shared client outcomes, fully aligned with the firm’s values and objectives. Looking ahead, the firm’s ambition is to continue growing the business while maintaining the quality of service that defines the BGY experience.