Sam Younès, MA, MBA, CFA

President and Chief Executive Officer

Portfolio Manager

Dominic Blais, F. Pl., CIM®

Lead Client Advisor

Wealth Management

Julie Martineau, B.A.A.

Executive Assistant to the President & CEO

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, CAIA

Senior Analyst

Investment Management

May Baz

Investment Operations Manager

Operational Platform

Peter Buzzetti

Senior Portfolio Administrator

Operational Platform

Dominique Allard

Assistant

Wealth Management

Larysa Lyubymova

Portfolio Administrator

Operational Platform

Caroline Miller, MBA, CFA, ICD.D

Investment Committee

Denis Rochon

Altium Ambassador

Emerson Turnier, NASM-CPT

Health and Fitness Coach