Sam Younès, MA, MBA, CFA

President and Chief Executive Officer

Portfolio Manager

Dominic Blais, F. Pl., CIM®

Lead Client Advisor

Wealth Management

Pierre-Luc Cloutier, LL.B, MBA

Senior Director, Compliance & Legal Affairs

Chief Compliance Officer

Alexandre Bellefleur, CIM ®

Senior Wealth Manager

Wealth Management

Julien Tessier, CFA

Portfolio Manager

Investment Management

Jonathan Fortin, CFA

Associate

Wealth Management

Sarah Humes, CFA

Analyst

Investment Management

Peter Buzzetti

Senior Portfolio Administrator

Operational Platform

Peggy Katsabanis

Senior Portfolio Administrator

Operational Platform

Christine Meszaros

Executive Assistant

Emerson Turnier, NASM-CPT

Consultant

Health and Fitness Coach

Lieve Perneel, CRHA

Consultant, Advisory Board Member

Personal & Professional Development

Caroline Miller, MBA, CFA, ICD.D

Consultant, Advisory Board Member

Investment Committee Member