Cathy began her career as an advisor in 1991 with MetLife and since then has held numerous leadership roles in the exclusive and independent advisor network.
As the leader of Excel Private Wealth, Cathy is taking the regional based dealership nationally to provide Mutual fund registered advisors with a full service independent mutual fund dealership.
Cathy is a CFP, a member of Advocis, and a member of several LIMRA committees, and is a member of the Canadian GAMA board.
Normand MorinGeneral Manager
Normand joined Excel Private Wealth in 1998 as our first representative and has played a key role in our development ever since. and has played a key role in what the company has become. Normand started his financial services career in 1988 at Laurentian Life and earned his Financial Security Advisor designation in 1988 and his Mutual Fund Dealer Representative designation in 1992. Normand became an Exempt Market Dealer Representative in 2012 and served on the Investment Funds Institute of Canada (IFIC) Board of Governors from 2008 to 2014.
As General Manager of Excel Private Wealth, Normand dedicates his full expertise and focuses all of his efforts on implementing our development strategies. Normand oversees all day-to-day activities and staff management.
Normand enjoys travelling, music and film and is an avid wine connoisseur. In his free time, he enjoys reading and playing chess.
Benoit TremblayNational Sales Director
After joining the Excel Private Wealth team in February 2013 as Business Development Manager for the Quebec Region (which also includes a national component), Benoit Tremblay was promoted in January 2019 to his current role as National Sales Director. Formerly, Benoit was a Business Development Manager for Eastern Canada at MRS (now B2B Bank) from 2008 to 2012, an advisor from 1993 to 2008 and an Assistant Manager at Canada Trust from 1989 to 1993.
In his role as National Sales Director, Benoit works closely with the national sales team to grow Excel Private Wealth as a national mutual fund dealership. He plays a major role in defining the firm’s enhanced technological offerings adapted to today’s reality, including electronic signature technology, self-managed accounts and eTrade. He has also delivered multiple bilingual webinars on a range of topics for advisors. Benoit maintains continuous contact with representatives to understand their needs and support their business development activities. With his strong interpersonal skills and dynamic outlook, expertise and extensive experience, Benoit strives to provide advisors with all the tools they need to reach new levels of success.
A passionate fan of the Montreal Canadiens and Formula 1 racing, Benoit enjoys the outdoors, golfing and skiing.
Christophe Armantier, MBA, CPA, F. Pl.Chief Compliance Officer
Building on his broad experience in regulatory compliance, the implementation of technological projects and back-office operations management, Christophe Armantier joined Excel Private Wealth in 2018 as Chief Compliance Officer.
Christophe is bilingual and holds an MBA as well as his CPA and Financial Planner designations. At Excel Private Wealth, Christophe is responsible for the implementation and oversight of the firm’s compliance program with a focus on regulatory change management, training, audits and representative registration, as well as supervision of transactions and the adoption and audit of internal controls.
Along with the rest of his team, Christophe coaches advisors on compliance-related issues and helps them tackle the many complex challenges they encounter on a daily basis. Christophe contributes his expertise to assist representatives in developing plain-language approaches to discussing various compliance-related topics and adopting compliant practices.
An active member of CFIQ/IFIC since 2007, he has also served as chair of the Compliance Committee since 2013 and on the Board of Governors since January 2017.
Enthusiastic foodie, Christophe enjoys the outdoors and traveling. His hobbies include cycling, swimming and reading.