About Us
Meet Our Team
Bringing dedicated and talented individuals together helps us give our clients a service experience unlike any other.
Luc Gaudet
CEO
Mathieu Roy
Chief Investment Officer
Heather Hurshman
Vice-President, Fixed Income
Scott Lewis
VP and Portfolio Manager
Private wealth portfolios
Daniel Robichaud
Portfolio Manager, Global Equities
Derek Frail
Portfolio Manager
Denis Bourgeois
Manager, Operations
Deborah Horsman Benoit
Manager Client Services
Mike Moores
Client Relationship Manager
Business owners and families, Halifax
Marc Andre Castonguay
Senior Manager, Financial Planning
Robert Currie
Portfolio Manager
Jeremy Nelson
Relationship Manager
Planning coordination, Moncton
Benoit Mayer-Godin
Portfolio Manager
Matthew Mobilio
Portfolio Manager
Alex Wynter
Private Wealth Associate
First contact for new relationships
Alex Lewis
Private Wealth Associate
Caroline Sippley
Analyst, Operations
Anne Lavigne
Administrative Assistant
Anna Hererra
Administrative Assistant
Miguel Beattie
Portfolio Accounting Analyst
Samuel Bourque
Portfolio Accounting Analyst
Alex Sturge
Portfolio Accounting Analyst
Dominique Lirette
Marketing Manager
AG
Alain Grenier
Relationship Manager
Kieren Macpherson
Investment Associate
SD
Spencer Desveaux
Investment Associate
Talk to us
Let’s grow your wealth. Start with a conversation.
Tell us a little about where you stand and we will put you in touch with the right advisor. No obligation, and we reply within one business day.
Prefer to call? Moncton 506 857 4414 · Halifax 902 423 6002