Qui nous sommes
Notre équipe
Nous avons rassemblé un groupe de personnes dévouées et talentueuses pour offrir à notre clientèle une expérience inégalée.
Luc Gaudet
CFA
CEO
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Mathieu Roy
CFA
Chief Investment Officer
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Heather Hurshman
Mecon
Vice-President, Fixed Income
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Scott Lewis
MBA, CIM®
VP and Portfolio Manager
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Derek Frail
CIM®, FCIA
Portfolio Manager
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Daniel Robichaud
CFA
Vice-President, Global Equities
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Denis Bourgeois
CPA, CMA
Manager, Operations
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Deborah Horsman Benoit
AICB, SME
Manager Client Services
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Mike Moores
CFP®, CIM®
Client Relationship Manager
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Marc Andre Castonguay
CFP®, CIM®, TEP
Senior Manager, Financial Planning
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Robert Currie
CFA
Portfolio Manager
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Jeremy Nelson
CPA, CA
Relationship Manager
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Benoit Mayer-Godin
CFA, CMT
Portfolio Manager
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Matthew Mobilio
CFA, CFP
Portfolio Manager
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Alex Wynter
Private Wealth Associate
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Alex Lewis
Private Wealth Associate
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Caroline Sippley
Analyst, Operations
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Oussama Hniki
Analyst, Operations & Accounting
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Anne Lavigne
Administrative Assistant
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Anna Hererra
Administrative Assistant
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Miguel Beattie
Portfolio Accounting Analyst
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Liam Mann
Investment Associate
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Samuel Bourque
Portfolio Accounting Analyst
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Alex Sturge
Portfolio Accounting Analyst
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Dominique Lirette
Marketing Manager
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AG
Alain Grenier
Relationship Manager
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