Meet the Team

Seasoned, multi-disciplinary professionals that care.

Sam Younès, MA, MBA, CFA

President & Chief Executive Officer

Portfolio Manager

Dominic Blais, F. Pl.

Vice President, Client Advisor

Oliver Balleani, CFA, MBA

Director, Finance & Information Technology

David Zannella, CFA, CAIA

Director, Investments

Portfolio Manager

Alexandre Bellefleur, CIM ®

Director, Client Services

Benoit Brouillette

Director, Investment Operations

Amélie Desroches, CFA, CPA, CGA

Associate Director, Investments

Portfolio Manager

Jonathan Fortin

Analyst, Wealth Architecture

Consultants

Julie Paillé, LL.B.

Consultant Lawyer, Compliance & Legal Affairs

Lieve Perneel, CRHA

Consultant, Personal & Professional Development

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