MEET THE TEAM
MEET THE TEAM
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
RENCONTREZ L'ÉQUIPE
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Nous avons une équipe de première classe. La longue liste de titres professionnels et de diplômes dans divers rôles clés reflète aisément l’engagement de notre équipe à l’excellence.
Les membres de notre équipe possèdent une connaissance approfondie et éprouvée des marchés financiers, de la gestion de portefeuille, de l’analyse des placements, de l’économie ainsi que de la planification de retraite, fiscal et de succession. Cette vaste expérience, conjuguée à des titres de compétences académiques et professionnelles, se traduit par des conseils et des solutions de qualité supérieure.
Luc Gaudet, CFA
Président-directeur général
Scott Lewis, MBA, CIM®
VP et gestionnaire de portefeuilles
Denis Bourgeois, CPA, CMA
Gestionnaire, Opérations
Marc Andre Castonguay, CFP®, CIM®
Gestionnaire principal, planification financière
Shawn Lavigne, CFA
Analyste aux investissements
Caroline Sippley
Analyste, opérations
Mathieu Roy, CFA
VP et gestionnaire de portefeuilles
Derek Frail, CIM®, FCIA
Gestionnaire de portefeuilles
Mike Moores, CFP®, CIM®
Gestionnaire des relations
avec les clients
Marcel LeBlanc, CFP®, CIM®
Planificateur financier, Gestionnaire de portefeuille adjoint
Carl Xu, CFA
Analyste aux investissements
Anne Lavigne
Adjointe Administrative
Heather Hurshman
VP et gestionnaire de portefeuilles
Daniel Robichaud, CFA
Gestionnaire de portefeuilles
Deborah Horsman Benoit, AICB, SME
Gestionnaire, services à
la clientèle
Jared Burns, CA, CPA
Gestionnaire principal, planification fiscale et successorale
Yvette Melanson
Adjointe administrative
Charlotte Liang
Analyste, comptabilité de portefeuille