Our Team

Investment Services

Our investment services team is committed to addressing the needs of individual clients. The team is staffed by knowledgeable and experienced investment professionals whose primary function is to communicate the firm’s investment philosophy, process and portfolio strategies.

These Senior Investment Counsellors participate in regular investment team meetings. They have access to all corporate and sector research and have an ongoing dialogue with investment team members. In addition they participate in the monitoring of portfolios and are involved in the portfolio compliance process.

This group’s efforts are conducted as a team to ensure availability for meetings and provide support for other client needs. Portfolio reviews are arranged at regular intervals and at the request of clients.

David Després

David Després, B.B.A., M. Sc. Finance, CFA®

Vice President - Investment Services

David Newman

David Newman, CPA, CFA®, CIM®

Regional Head, Central Canada

Brian Bedernyak

Brian Bedernyak, B.Com., CFA®

Senior Investment Counsellor

Madeline Bogdan

Madeline Bogdan

Analyst, Investment Services

Peter Burke

Peter Burke, B. Com., MBA

Senior Investment Counsellor

Pierre Camu

Pierre Camu, B.Com., CIM®

Senior Investment Counsellor, Team Leader

John Clancy

John Clancy, MBA, CFA®

Senior Investment Counsellor

Melissa Fiorelli

Melissa Fiorelli, CFA®

Senior Investment Counsellor

Lea Fiorino

Lea Fiorino

Analyst, Investment Services

Li-Lien Gibbons

Li-Lien Gibbons, CIM®

Investment Counsellor

Grant Hughes

Grant Hughes, CFA®

Investment Counsellor

Parham Kia

Parham Kia, CIM®, Pl. Fin.

Financial Planner

François Lefebvre

François Lefebvre, CIM®

Senior Investment Counsellor

Joé Marcone

Joé Marcone, M.Sc. Finance, CFA®

Senior Investment Counsellor

Richard Mercier

Richard Mercier, BBA, CFA®

Senior Investment Counsellor

Paul Mihailescu

Paul Mihailescu

Analyst, Investment Services

Muriel Munoz

Muriel Munoz, B.Com., CIM®

Senior Investment Counsellor, Team Leader

Noemy Ruel

Noemy Ruel

ESG Analyst, Investment Services

James Selvaratnam

James Selvaratnam, B.A. (Econ)

Group Retirement Specialist

Paul Vaillancourt

Paul Vaillancourt, CFA®

Senior Investment Counsellor

Client Service Team

Victoria Avetisian

Victoria Avetisian

Senior Associate, Investment Services

Florence Bagorio

Florence Bagorio

Associate, Investment Services

Angela Bansil

Angela Bansil, B.Sc.

Associate, Investment Services

Terry Bruni

Terry Bruni, BA

Associate, Investment Services

Giorgiana Cristu

Giorgiana Cristu

Associate, Investment services

Thomas Nusl

Thomas Nusl

Associate, Investment Services

Julie Ross

Julie Ross

Associate, Investment Services

 Rita Saab

Rita Saab, BA (Hons)

Senior Associate, Investment Services

Nattacha Soukaseum

Nattacha Soukaseum, B.A.A., F. Pl.

Associate, Investment Services

Bernadette Valkonen

Bernadette Valkonen, BA

Associate, Investment Services

1 – CFA® – A professional certificate offered through the CFA Institute. The certification qualifies one to be a financial analyst. To qualify for a CFA, one must have worked a certain number of years in the financial industry and must complete three levels of exams on all topics related to investing. CFA charterholders are required to adhere and annually attest to the CFA Institute Code of Ethics and Standards of Professional Conduct.


2 – FSA – Fundamentals of Sustainability Accounting (FSA) Credential awarded by the Sustainability Accounting Standards Board (SASB) demonstrates in-depth knowledge of the integration of sustainability information into investment analysis. To qualify for the FSA Credential, one must complete two exams. Level I focuses on principles and practices and Level II focuses on application and analysis.


3 – CIM® – A professional program offered through the Canadian Securities Institute. To qualify for a CIM® designation, one must have worked two years in the financial industry and must complete a certain number of courses and/or examinations on all topics related to investing. CIM® designation holders must comply with the continuing education requirements of the designation and have agreed to abide by the CIM® Code of Ethics.


4 – CPA – A professional designation offered by CPA Canada. The designation qualifies one to be a chartered professional accountant. To qualify for a CPA designation, one must have completed the CPA Professional Education Program, gained 24 months of practical experience completed on a full-time basis and passed the Common Final Examination. Holder of the CPA designation must comply with the continuing education requirements of the designation and have agreed to abide by the Code of Ethics of Chartered Professional Accountants.


5 – Fellow of the Society of Actuaries – A professional certificate offered through the Society of Actuaries. The certification qualifies one to be an actuarial specialist. To qualify as an FSA, one must have worked in the actuarial sector for a number of years and have successfully completed a series of exams that cover a variety of subjects used in the practice of the profession. The FSA designation holders are required to adhere and certify every other year that they have complied with the Society of Actuaries Code of Ethics and Standards of Professional Conduct and with the requirements of an ongoing education program.




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