Be better invested with
the right team

Caroline is vice-president and portfolio manager. She advises clients and participates in growing our client base. She oversees the team of analysts and ensures the smooth functioning of the investment committee.

“Believe you can and you’re halfway there.”

- Theodore Roosevelt

Co-founder, Louis manages the firm. He sits on the investment committee, participates in stock selection and client meetings, and ensures the company’s sustainability.

“Leading a human-sized organization where our clients prosper and our experts thrive is a great privilege.”

- Louis Allard

With the firm since 2020, Guillaume is an analyst in the research process and contributes to the generation of investment ideas. Passionate about the financial markets, he also sits on the investment committee.

“All intelligent investing is value-based investing – acquiring more than you are paying for. You must value the business in order to value the stock.”

- Charlie Munger

Member of the team since 2010, Sylvie contributes to accounting tasks and various continuous improvement and organizational development initiatives.

“Being willing makes you able”

- Rhonda Britten

With the firm since 2019, François is an analyst in the research process and helps generate investment ideas. He is also involved in the management of the fixed income fund and sits on the investment committee.

“Teamwork divides the task and multiplies the success.”

- Unknown author

With the firm since 2019, Andrew serves as a portfolio manager, sits on the investment committee and advises clients. He ensures that strategies are properly deployed in portfolios and creates content for our communications.

“Treat others as you would wish to be treated yourself.”

- Unknown author

Since 2005, Alexandre has been responsible for the smooth operation of our IT network, our integrated portfolio management system and the operations team. He is also the Chief Compliance Officer, ensuring compliance within the organization with all applicable regulatory requirements.

“Learning is experience. Everything else is just information.”

– Albert Einstein

Diane has been part of the team since 2021. She assists the portfolio managers with clients and is responsible for office space management, as well as contributing to the writing process of our communications. She also participates in various continuous improvement and organizational development initiatives.

“If a man does not keep pace with his companions, perhaps it is because he hears a different drummer.”

– Henry David Thoreau

A portfolio manager with us since 2012, Alexandre sits on the investment committee, advises clients and writes content for our communications.

“Simplicity is the ultimate sophistication.”

– Leonardo da Vinci

Darius joined the team in 2024 as a marketing, communications, and social media advisor. He also contributes to the continuous improvement of our organizational processes and initiatives.

“Perfection is not attainable, but if we chase perfection, we can catch excellence.”

- Vince Lombardi

CFO with us since 2019, Stephanie contributes to the achievement of the organization’s strategic objectives through the rigourous application of sound governance and appropriate risk management.

“I never lose. I either win or learn.”

- Nelson Mandela

Ratko initially joined the firm in 2010. He is a senior analyst on the research team. He assists with investment idea generation and stock analysis. He sits on the investment committee.

“If everyone is moving forward together, then success takes care of itself.”

- Henry Ford

At the firm since 2016, Erik is head of the research team. He assists with investment idea generation and stock analysis. He sits on the investment committee.

“Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.”

- Vince Lombardi