About Us
Meet Our Team
Bringing dedicated and talented individuals together helps us give our clients a service experience unlike any other.
Luc Gaudet, CFA
CEO/President
Mathieu Roy, CFA
VP and Portfolio Manager
Heather Hurshman, MEcon
VP and Portfolio Manager
Scott Lewis, MBA, CIM®
VP and Portfolio Manager
Derek Frail, CIM®, FCIA
Portfolio Manager
Daniel Robichaud, CFA
Portfolio Manager
Denis Bourgeois, CPA, CMA
Denis Bourgeois, CPA, CMA Manager, Operations
Deborah Horsman Benoit, AICB, SME
Manager Client Services
Mike Moores, CFP®, CIM®
Client Relationship Manager
Marc Andre Castonguay, CFP®, CIM®
Senior Manager, Financial Planning
Robert Currie, CFA
Associate Portfolio Manager
Jeremy Nelson, CPA, CA
Relationship Manager
Benoit Mayer-Godin, M. Sc., CFA
Portfolio Manager
Matthew Mobilio, CFA, CFP
Portfolio Manager
Vittorio Ciccone
Investment Analyst
Caroline Sippley
Analyst, Operations
Oussama Hniki
Analyst, Operations & Accounting
Anne Lavigne
Administrative Assistant
Miguel Beattie
Portfolio Accounting Analyst
Liam Mann
Investment Associate
Padraig Murphy
Investment Associate
Samuel Bourque
Portfolio Accounting Analyst
Alex Sturge
Portfolio Accounting Analyst
Alex Wynter
Private Wealth Associate
Magalie Selosse, MBA
Senior Associate, Client Services
Dominique Lirette
Marketing Manager
Dan LeBlanc, CPA
Senior Advisor, Tax and Estate Planning
WHAT WE OFFER
Institutional Investors
We recognize that each institution possesses unique financial goals and challenges. We take a customized approach, collaborating closely with stakeholders to construct flexible, bespoke investment strategies and service models aligned with their specific objectives, ultimately fostering their financial prosperity.
Private Wealth
Building wealth demands diligence and determination, values that our team embodies daily. Our focus extends to families and private individuals, where we craft personalized portfolios and plans tailored to bring stability, foster growth, and transform your financial aspirations into reality. We are committed to helping you achieve your financial goals.
Connect with an Advisor
Contact us
or locate the nearest office to you.
