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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.

Senior Advisor

Wealth Management

Oliver Balleani, CFA, MBA

Director

Finance & Information Technology

David Zannella, CFA, CAIA

Portfolio Manager

Investments

Amélie Desroches, CFA, CPA, CGA

Portfolio Manager

Investments

Alexandre Bellefleur, CIM ®

Wealth Manager

Wealth Management

Julien Tessier, CFA

Senior Analyst

Investments

Jonathan Fortin, CFA

Senior Analyst

Wealth Management

Marie-Pier St-Vincent

Analyst

Wealth Management

Christine Meszaros

Executive Assistant

Peter Buzzetti

Portfolio Administrator

Investment Operations

Emerson Turnier, NASM-CPT

Consultant

Health and Fitness Coach

Advisory Board

Lieve Perneel, CRHA

Advisory Board Member

Personal & Professional Development

Caroline Miller, MBA, CFA, ICD.D

Advisory Board Member

Investment Committee Member

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