Home - AUBRY BASILE Wealth Management

What drives us

Independence • Integrity • Availability • Innovation

About us

WHO WE ARE:

Welcome to AUBRY BASILE Wealth Management: a dedicated partner in the strategic, personalized stewardship of your financial life. We guide you with an integrated approach that brings together investment management, retirement planning, tax efficiency, and long‑term wealth protection.

Our missionis simple: transform your goals into tangible results through informed, thoughtful decision‑making. With rigor, transparency, and a commitment to innovation, we help you build and preserve wealth so you can look to the future with confidence and peace of mind.

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Ready to help you!

Our team of wealth management advisors

Mathieu Aubry CIM C.A.A.S

Portfolio manager, PEAK Securities
‍
Financial security advisor, AUBRY BASILE Wealth management

Since 2000, Mathieu has put his expertise in wealth management at the service of his clients at every stage of their lives. As a licensed portfolio manager and financial security advisor, he takes an integrated approach to building sustainable, tailored wealth strategies. Guided by strong ethics and attentive listening, he prioritizes transparency and trust. His objective: to ensure long-term financial stability by integrating tax planning, estate planning, and risk management, while placing his clients’ interests at the heart of every decision.

Philippe Basile, CFA

Investment advisor, PEAK Securities
‍

With a strong experience in finance, Philippe supports his clients in managing and growing their wealth. As a CFA charterholder since 2023, he applies a rigorous financial analysis approach to develop strategies tailored to each client’s specific needs.

Before focusing on financial advisory services, he held a strategic role at PEAK’s head office, where he supported industry professionals in their growth. Previously, he led a team at a financial products distribution firm, which allowed him to gain in-depth knowledge of various industries and the investment solutions available in the market.

We are committed to guiding investors towards better financial health, impartially and independently.

PEAK does not own and market any in-house products and does not impose any sale objective. As it is not affiliated to any financial institution or manufacturer, its business model is flexible and provides access to all financial products available and approved for sale in Canada.

We believe in independent advice.

Accompanied by our 1,500 registered advisors, professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.

What drives us

Independence • Integrity • Innovation

www.peakgroup.com

Contact

At AUBRY BASILE Wealth management, your financial well-being is our top priority. Contact us today to discover how we can help you achieve your financial goals.

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OUR OFFICE

3135 Moise-Vincent Bd, office 306
St-Hubert, QC,
Canada J3Z 0G7

PHONE NUMBER

(450) 906-1182

AUBRY BASILE
WEALTH MANAGEMENT

WHO WE ARE:

Our services

Our team of wealth management advisors

Mathieu Aubry CIM C.A.A.S

Philippe Basile, CFA

We are committed to guiding investors towards better financial health, impartially and independently.

We believe in independent advice.

What drives us

Contact

AUBRY BASILEWEALTH MANAGEMENT

WHO WE ARE:

Our services

Our team of wealth management advisors

Mathieu Aubry CIM C.A.A.S

Philippe Basile, CFA

We are committed to guiding investors towards better financial health, impartially and independently.

We believe in independent advice.

What drives us

Contact

AUBRY BASILE
WEALTH MANAGEMENT