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.
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.
Luc Gaudet, CFA
Chief Executive Officer
Scott Lewis, MBA, CIM®
VP and Portfolio Manager
Denis Bourgeois, CPA, CMA
Manager, Operations
Marc Andre Castonguay, CFP®, CIM®
Director, Financial Planning
Daniel Cormier, PFP®, CIM®
Associate Advisor
Carl Xu
Investment Analyst
Caroline Sippley
Analyst, Operations
Mathieu Roy, CFA
VP and Portfolio Manager
Derek Frail, CIM®, FCIA
Portfolio Manager
Deborah Horsman Benoit, AICB, SME
Manager Client Services
Marcel LeBlanc, CFP®, CIM®
Financial Planner, Associate Portfolio Manager
Rachit Tibrewala, CFA
Portfolio Manager
Varghese Alexander
Investment Analyst
Anne Lavigne
Administrative Assistant
Heather Hurshman
VP and Portfolio Manager
Daniel Robichaud, CFA
Portfolio Manager
Mike Moores, CFP®, CIM®
Client Relationship Manager
Jared Burns, CPA, CA
Director, Tax and Estate Planning
Shawn Lavigne
Investment Analyst
Yvette Melanson
Administrative Assistant
Charlotte Liang
Analyst, Portfolio Analytics