Sam Younès, MA, MBA, CFA

President and Chief Executive Officer

Portfolio Manager

Dominic Blais, F. Pl.

Lead Client Advisor

Wealth Management

Oliver Balleani, CFA, MBA

Vice-President

Finance and Information Technology

David Zannella, CFA, CAIA

Portfolio Manager

Investment Management

Amélie Desroches, CFA, CPA, CGA

Portfolio Manager

Investment Management

Julien Tessier, CFA

Associate

Investment Management

Alexandre Bellefleur, CIM ®

Wealth Manager and Team Lead

Wealth Management

Jonathan Fortin, CFA

Senior Analyst

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