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 Canaccord Genuity Corp.
Sebastien Chevrier

Sebastien Chevrier, CIM, QAFP

Senior Financial Advisor
Senior Portfolio Manager

Sebastien is the founder and principal Advisor at PWA.  With nearly 20 years of experience in wealth management and an in-depth personal and professional understanding of the unique financial challenges and opportunities that impact physician financial health and wealth, he founded PWA to provide clients with expert, unbiased, and fiduciary financial guidance that they can trust.

He is passionate about helping physicians achieve financial independence, an interest that grew out of his own personal experience as a spouse and brother-in-law of two physicians.  He assists a broad range of clients, from residents to retired physicians, in navigating the investment and financial planning landscape.

He believes in building a strong financial foundation to spring from, focusing on the financial plan as the center-point of all critical financial decisions.  Sebastien enjoys helping his clients navigate the financial planning process and through that process, achieve their goals.

His approach is proactive, with a focus on personalized service and long-term, collaborative client relationships.  He also has a strong commitment to physician financial literacy and is a contributor to the Medical Post on finance-related topics.

Sebastien has sat on various boards and committees focused on fundraising and advocacy including Providence Healthcare, Centres d’Accueil Heritage, and the City of Toronto. 

Outside of work, Sebastien enjoys spending as much time as possible with his wife Kirsten and their three sons. He also has a variety of interests that he enjoys including hockey, cross-fit, skiing, and playing the piano.

Sebastien is fluently bilingual in English and French.

Elizabeth Yip

Senior Investment Advisor Assistant

With over 20 years of experience in the investment industry, Elizabeth is thrilled to be part of the Physicians Wealth Advisory team. Elizabeth is committed, responsive, and is experienced in servicing clients with a broad range of financial needs.

Strategic Partners

Murs Gafoor, CFP, FMA, FCSI

Wealth & Estate Planning Specialist

With a strong professional background in physician-focused financial planning and over 23 years in the financial planning field, Murs is a creative strategist and works closely with our clients throughout the entire financial planning process. With a father who is a vascular surgeon, he also understands the unique circumstances that physicians and their families face.

 

His approach is pro-active, holistic, and involves gaining a clear view of our client’s needs, values, and aspirations throughout the discovery and planning process. With a collaborative, unbiased, and educational approach, Murs constructs strategic plans that focus on our client’s life goals and which provide a clear step-by-step process to achieving those goals.  

 

Murs is empowered by his values of security, happiness, integrity, health, and environment.

Lara Borboudakis

Lara Borboudakis

Wealth & Estate Planning Specialist

Lara partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals, and business owners. Lara is dedicated to providing effective and customized solutions for each clients’ unique goals. Lara holds the financial planner designation F.Pl and is a financial security advisor who is committed to the financial success of our Québec-based clients.

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