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.
Mr. Després completed the General Management Program (GMP) at the Harvard Business School and HEC Montréal (Master of Management Sciences and B.Com.). He is also a CFA® charterholder. Prior to joining the firm in 2001, he worked at the Hydro-Québec Pension Fund in risk management.
Mr. Bedernyak is a graduate of Concordia University (B.Com.) and is also a CFA® charterholder. Prior to joining the firm in 2009, he held positions with CFG Heward Investment Counsel (2008), HSBC (1999-2008) and Royal Bank Financial Group (1993-1999).
Mr. Burke is a graduate of the University of Toronto (MBA, Finance and Marketing) and Concordia University (B.Com.). Prior to joining the firm in 2017, he spent seven years consulting for RPM Risk and Portfolio Management AB, a Stockholm-based investment manager, representing the firm in North America. Previously, he was with UBS Group for 10 years, focusing mostly on structured investment solutions in Canada and abroad, and with RBC for 15 years in the corporate banking and capital markets divisions.
Mr. Camu is a graduate of the University of Ottawa (B.Com.) and also holds the CIM® designation. Prior to joining the firm in 2002, he worked for the Canadian Depository for Securities (CDS) from 1990 to 2002 as Senior Product and Project Manager in the international settlement and clearing area. Previously, he was an analyst at the Montreal Exchange, and in sales for Scotia McLeod and Nomura Securities.
Mr. Clancy is a graduate of University of Windsor (MBA) and McGill University (B.Com.), and is also a CFA® charterholder. Before joining the firm in 2011, he managed a joint venture, Guardian Ethical Management, for Guardian Capital and the Ethical Funds Company, which provided sustainable investing strategies for institutional investors (2005-2011). Prior to that, he was a regional sales manager with AIM Trimark for Ontario and Atlantic Canada (1999-2005). Mr. Clancy was also involved in the private client side of the investment business with Canada Trust (1997-1999). Before working with private clients, he spent 11 years as an institutional bond trader with various brokerage houses, notably Burns Fry and Deutsche Morgan Grenfell (1986-1997).
Ms. Fiorelli is a graduate of Concordia University (BA. Economics) and is also a CFA® charterholder. Prior to joining the firm in 2007, she was Head of Business Development at the Bank for International Settlements (BIS) in Basel, Switzerland (1998-2006). Ms. Fiorelli was responsible for developing and marketing BIS’s range of financial products and services to the world’s central banks. Previously, she was Senior Analyst at BCA Research Group (1994-1998).
Mr. Lefebvre is a graduate of HEC Montréal (DESG) and also holds the CIM® designation. Prior to joining the firm in 2015, he was with Pavilion Global Markets Ltd. as Senior Project Manager with the portfolio transition management team (2003-2015), and as a global equity trader (2000-2003). Previously, Mr. Lefebvre was a school teacher (1993-2000). He also served as an infantry officer in the Canadian Armed Forces.
Mr. Marcone is a graduate of HEC Montréal ( M.Sc. Finance) and Concordia University ( B.A. Economics). He is also a CFA® charterholder. Prior to joining the firm in 2020, he worked as an institutional stock broker, most recently with CIBC in Montréal.
Ms. Munoz is a graduate of Concordia University’s John Molson School of Business (B.Com.) and has completed Level I of the CFA® program as well as the Canadian Securities Course. Before joining the firm in 2004, she worked at EdgeStone Capital Partners where she was responsible for the administration of the Venture Capital Fund of Funds’ day-to-day operations.
Mr. Noble is a graduate of the University of Western Ontario (BA, Political Science and Economics) and is also a CFA® charterholder. Prior to joining the firm in 2007, he held client-servicing and marketing positions at Lincluden Investment Management (2002-2007), Spectrum Investments (2001-2002), Guardian Capital Inc. (1995-2000) and CT Investment Counsel (1988-1995). Mr. Noble has also worked in the areas of compliance and performance analytics.
Mr. Reid is a graduate of Mount Royal University’s Bissett School of Business (BBA) and has completed Level I of the CFA® program as well as the Canadian Securities Course (CSC®).
Mr. Therrien is a graduate of Université Laval (Bachelor of Actuarial Sciences). He is also a Fellow of the Society of Actuaries and of the Canadian Institute of Actuaries, and a CFA® charterholder. Prior to joining the firm in 2006, Mr. Therrien was with Axa Canada, where he was responsible for the investment management of the corporate and pension assets (2001 to 2006). Previously, he was an asset management consultant with Watson Wyatt (1996-2000) and held positions with various insurance companies, including Standard Life (1988-1995) and Mutual Life of Canada (1982-1987).
Mr. Vaillancourt is a graduate of Concordia University's John Molson School of Business (B.Admin.) and is also a CFA® charterholder. Prior to joining the firm in 2017, he was Executive Vice-President at Fiera Capital Corp. (2012-2016), CEO and CIO of Société Générale's Private Banking Division in Canada (2010-2012), Senior Vice-President and Director of Portfolio Strategy for Franklin Templeton Investments (2002-2010), and Portfolio Manager with RBC Wealth Management (1990-2002). Throughout his professional career, Mr. Vaillancourt has acquired a great experience in strategic leadership, discretionary investment management, business development and relationship management for private and institutional clients.
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