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
Portfolio Manager
Jeremy Nelson, CPA, CA
Relationship Manager
Benoit Mayer-Godin, M. Sc., CFA
Portfolio Manager
Matthew Mobilio, CFA, CFP
Portfolio Manager
Alex Wynter
Private Wealth Associate
Alex Lewis
Private Wealth Associate
Caroline Sippley
Analyst, Operations
Oussama Hniki
Analyst, Operations & Accounting
Anne Lavigne
Administrative Assistant
Anna Hererra
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
Dominique Lirette
Marketing Manager
Dan LeBlanc, CPA
Senior Advisor, Tax and Estate Planning
Alain Grenier
Relationship Manager
Contact Us
Have a question or want to talk to someone about how we can help?
We would love to hear from you.
