GROWING YOUR WEALTH. SECURING YOUR LEGACY.
About Us
A PASSION FOR FINANCE
Our Story
Philippe discovered his passion for finance early, beginning to trade stocks at the age of 13. Over the years, he has gained extensive experience by considerably growing his investment portfolio of stocks, real estate, and private investments. His goal now is to help his clients achieve similar success by sharing the knowledge and insights he has gained along the way.
Graduating from the Université de Moncton with a Bachelor of Finance in 2016, he then obtained his CFA (Chartered Financial Analyst) designation, followed by his CFP (Certified Financial Planner) early in his career. In a world where the client’s interests do not always align with their financial planner’s, it was important for him to establish a truly independent firm where he would be able to stay true to his core values. His profound knowledge and education, coupled with his ambition and the support of his partner Lee-Ann, allowed him to turn his idea into a reality and integrate it into his life and work.
Philippe and Lee-Ann took the leap and entered into a professional partnership at D’Astous Private Wealth in 2022. They got married in 2023. Even though a lot of people say they could never work with their spouse, Philippe and Lee-Ann like to think we make the perfect team, at home and in the office!
Also a graduate of the Université de Moncton, Lee-Ann brings over 15 years of experience working in client service, most of which in the financial industry.
The secret to their success as a team: they both have a high level of respect for each other and share the same commitment towards building a business that they can both be proud of.
DECADES OF EXPERTISE
Meet Our Team
Philippe D’Astous│CFA, CFP
FINANCIAL PLANNER / FINANCIAL ANALYST
Philippe D’Astous is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) who truly differentiates himself through his expertise in both portfolio management and financial planning. Sharing his expertise and insights gained throughout his career as a financial planner, analyst, and investor with his clients is Philippe’s passion. All of which helps clients build lasting wealth and confidently navigate their financial future. When Philippe isn’t analyzing stocks, you can find him playing guitar, playing hockey, hitting the golf course, or experimenting in the kitchen — particularly trying to perfect his homemade pizza.
Lee-Ann D’Astous
CLIENT RELATIONS SPECIALIST
With over 10 years of experience in client relations in the finance industry, Lee-Ann brings a client-first approach rooted in personalized service and industry expertise. Currently a Client Relations Specialist at D’Astous Private Wealth, she excels at building lasting partnerships and is passionate about helping others.. She holds a Bachelor of Science degree from Université de Moncton, earned in 2014. When Lee-Ann isn’t at the office, you can find her hosting friends and family, reading her latest book or spending time outdoors with their dog Juliette.
OUR VALUES
Thanks to our personalized approach, we provide every client with tailored strategies and a developed understanding of their unique goals. We believe that financial success is built on trust, integrity, and personalized service.
OUR PHILOSOPHY
Your financial well-being deserves a personal touch. That’s why we combine expert insights with a boutique-level service experience. We take the time to get to know you, your aspirations, and your challenges, creating custom strategies that adapt as your life evolves.