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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

Amélie Desroches, CFA, CPA, CGA

Associate Director, Investments

Portfolio Manager

Alexandre Bellefleur

Director, Client Services

Benoit Brouillette

Director, Investment Operations

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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