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Meet the Team

Seasoned, multi-disciplinary professionals that care.

Sam Younès, MA, MBA, CFA

President and Chief Executive Officer

Portfolio Manager

Dominic Blais, F. Pl., CIM®

Lead Client Advisor

Wealth Management

Oliver Balleani, CFA, MBA

Vice-President

Finance (Interim), Human Resources and I.T.

Pierre-Luc Cloutier, LL.B, MBA

Senior Director

Compliance & Legal Affairs

Alexandre Bellefleur, CIM ®

Senior Wealth Manager

Wealth Management

David Zannella, CFA, CAIA

Senior Portfolio Manager

Investment Management

Julien Tessier, CFA

Portfolio Manager

Investment Management

Jonathan Fortin, CFA

Associate

Wealth Management

Marie-Pier St-Vincent, M. Sc.

Analyst

Wealth 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

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