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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Deborah Horsman Benoit, AICB, SME

Manager Client Services

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Marc Andre Castonguay, CFP®, CIM®

Manager, Financial Planning

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Daniel Cormier, PFP®, CIM®

Associate Advisor

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Shawn Lavigne

Investment Analyst

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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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Mike Moores, CFP®, CIM®

Relationship Manager

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Marcel LeBlanc, CFP®, CIM®

Financial Planner, Associate Portfolio Manager

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Robert Currie, CFA

Associate Portfolio Manager

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Yvette Melanson

Administrative Assistant

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Heather Hurshman

VP and Portfolio Manager

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Daniel Robichaud, CFA

Portfolio Manager

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Emerson Savage, CFA

Institutional Portfolio Manager

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Jared Burns, CA, CPA

Manager, Tax and Estate Planning

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Razin Hussain

Investment Analyst

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Caroline Sippley

Analyst, Operations

Toll-free: 1 888 608-7070
Moncton

1000 -770 Main Street
Moncton, NB E1C 1E7

Halifax

100 - 200 Waterfront Drive
Bedford, NS B4A 4J4

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