President and Chief Executive Officer
Sam has been active in banking and wealth management since 2001, primarily for private clients. Before founding Altium, he was acting as Executive Director at a major international bank in Canada, Associate Portfolio Manager at an independent investment consulting firm, and Personal Banker with a major Canadian bank.
Sam holds a masters in industrial management, an MBA in Investment Management, and the CFA designation. In January 2019, Sam joined the Board of Directors of The Foundation of Stars.
Vice President, Business Development
Dominic has accumulated 15 years of experience in wealth management. Before joining Altium as Vice-President, he worked with high net worth clients for a Canadian Bank, Dominic also served as bank branch manager for the same financial institution. As such he was able to develop an expertise in wealth management as well as in financial planning.
Director, Finance, Operations and Technology
Oliver has over a decade of finance and accounting experience. Prior to Altium, he was a consultant and comptroller to various entrepreneurs. Earlier in his career, Oliver was a securities analyst at a portfolio management firm catering to high net worth clients.
Director, Operations and Client Services
Alexandre holds a bachelor degree in finance from the Université du Québec à Trois-Rivières. After his practical training as an intern in the investment and compliance for a government institution, he joined Raymond Chabot Private Wealth in 2011.
Associate Director, Senior Assistant to Advisors
Christine brings 14 years’ experience working closely with high net worth clients of a major international bank. Prior to joining the bank, Christine for several years worked for a mutual fund company in Vancouver. At Altium, she provides our clients with the exceptional service which is our trademark. Feel free to contact Christine if you have questions or require help with your account.
Director, Systems and Investment Operations
Benoit has over 17 years of experience in the financial industry and has developed a detailed expertise in investment administration, operations, systems and trading. Prior to joining Altium, he worked at our primary custodian, where he collaborated with our team since the launch of Altium.
David brings with him over 10 years of experience in designing investment solutions, both for high net-worth individuals and institutions. Prior to joining Altium, he acted as director of multi-asset solutions for a Canadian insurance company, as an investment banker for a large French bank and was part of an institutional relationship management team for a premier European-based investment manager.
Associate Director, Investments
Having joined our team at the beginning of 2020, Amélie is primarily responsible for sourcing investment solutions as well as managing and monitoring investment portfolios for our clients and their families. She is also a voting member of our Investment Committee.
Amélie shares our philosophy of putting our client’s needs and objectives first. With more than 10 years of experience with the Air Canada pension fund and previously with the Caisse de dépôt et de placement du Quebec, Amélie brings a strong background in institutional money management, trading, research, and analysis.
Amélie is an accomplished professional, with a Master of Science in Finance (M.Sc.) as well as a Bachelor of Commerce with a major in Finance from the Université of Sherbrooke. She holds also the Chartered Financial Analyst (CFA) designation as well as the CPA, CGA designation.
Analyst, Wealth Architecture
Jonathan holds a Bachelor of Commerce with a Major in Finance from the John Molson School of Business and is a CFA Level II candidate. He has worked in the finance department at Bombardier Aerospace and has aided with optimization of systems with the Canadian Government finance department.