Independent Atlantic Canadian Wealth Management · Est. 1991
Moncton 506.857.4414 · Halifax 902.423.6002 · Client Login

À propos

Notre équipe

Nous avons rassemblé un groupe de personnes dévouées et talentueuses pour offrir à notre clientèle une expérience inégalée.


Tous


Leadership Team


Client Service Team


Investment Team


Operations Team



Our Team

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Luc Gaudet, CFA
CEO/President


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Mathieu Roy, CFA
VP and Portfolio Manager


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Heather Hurshmann
VP and Portfolio Manager


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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
Portfolio Manager


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Denis Bourgeois, CPA, CMA
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®
Senior Manager, Financial Planning


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Robert Currie, CFA
Associate Portfolio Manager


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Vittorio Ciccone
Investment Analyst


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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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Jeremy Nelson, CPA, CA
Relationship Manager


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Alex Wynter
Private Wealth Associate


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Matthew Mobilio, CFA, CFP
Portfolio Manager