MEET THE TEAM

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Our team is truly best-in-class. With an extensive list of professional designations and degrees across various key roles, it’s easy to see our team’s commitment to excellence.

 

Our team members have proven in-depth knowledge of financial markets, portfolio management, investment analysis, economics as well as retirement, tax and estate planning.  This deep experience coupled with strong academic and professional credentials allow for the highest quality advice and  solutions.

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Luc Gaudet, CFA

Chief Executive Officer

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Scott Lewis, MBA, CIM®

VP and Portfolio Manager

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Denis Bourgeois, CPA, CMA

Manager, Operations

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Emerson Savage, CFA, CAIA, CPA

Director, Institutional Investor Services

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Jared Burns, CPA, CA

Director, Tax and Estate Planning

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Shawn Lavigne

Investment Analyst

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Yvette Melanson

Administrative Assistant

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Mathieu Roy, CFA

VP and Portfolio Manager

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Derek Frail, CIM®, FCIA

Portfolio Manager

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Deborah Horsman Benoit, AICB, SME

Manager Client Services

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Marc Andre Castonguay, CFP®, CIM®

Director, Financial Planning

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Daniel Cormier, PFP®, CIM®

Associate Advisor

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Carl Xu

Investment Analyst

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Caroline Sippley

Analyst, Operations

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Heather Hurshman

VP and Portfolio Manager

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Daniel Robichaud, CFA

Portfolio Manager

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Mike Moores, CFP®, CIM®

Relationship Manager

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Marcel LeBlanc, CFP®, CIM®

Financial Planner, Associate Portfolio Manager

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Rachit Tibrewala, CFA

Portfolio Manager

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Varghese Alexander

Investment Analyst

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Anne Lavigne

Administrative Assistant