Canada - FR
U.S. - ENOur Team
Operations
Isabelle Godin, CPA
Vice President - Operations and CFO
Dominique Beaulne, CRHA
Director, Human Resources
Catherine Brosseau
Project Controller Officer
Isabelle Girard, CPA, CFA®
Director, Trading
Marie-Dominique Gauthier
Director, Regulatory Compliance
Nick Paskulin
Trader, Equities
Sylvie Richard, CPA
Director, Portfolio Compliance
Heidi Rodier
Director, Portfolio Trading
Jennifer Sullivan, CPA
Director, Accounting & Finance
Patrick Brosseau
Director, Information Technology
Rachel Wei, B.Com., MBA
Director, Information Technology
Steven Xu, M.Eng
Director, Information Technology
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 – CMI® – 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.
Isabelle Godin, CPA
Vice President - Operations and CFO
Partner
Ms. Godin is a graduate of the Université du Québec à Montréal (Bachelor of Accounting Science), and is a Chartered Professional Accountant (CPA, CA). Before joining the firm in 1997, she was Supervisor, Group Accounting at Canadian Pacific Ltd. (1994-1997) and a senior auditor at Price Waterhouse (1991-1994). At Letko Brosseau, Ms. Godin is responsible for the operations of the firm, which includes overseeing portfolio accounting, portfolio compliance, financial accounting of the firm and its proprietary pooled funds, and regulatory compliance.
Dominique Beaulne, CRHA
Director, Human Resources
Catherine Brosseau
Project Controller Officer
Isabelle Girard, CPA, CFA®
Director, Trading
Partner
Ms. Girard is a graduate of the Université de Montréal (B. Sc. Math.). She also studied accounting at McGill University, earning the Chartered Professional Accountant designation (CPA, CGA), and is also a CFA® charterholder. She joined the firm in 1997 and is responsible for trading activities and trade execution.
Marie-Dominique Gauthier
Director, Regulatory Compliance
Ms. Gauthier holds a Bachelor of Business Administration in Finance from HEC Montréal. Prior to joining LBA, she worked at the Fédération des caisses Desjardins du Québec as a Compliance Officer, Direction of Compliance, Asset Management and Investment Funds. Previously, she held various positions in Compliance at Desjardins Securities Inc. and at Laurentian Bank Securities.
Nick Paskulin
Trader, Equities
Partner
Mr. Paskulin is a graduate of Concordia University and has also completed the Canadian Securities Course. Prior to joining the firm in 2005, he was a senior trader at Scotia Capital Markets. At Letko Brosseau, Mr. Paskulin is involved in the execution of portfolio transactions.
Sylvie Richard, CPA
Director, Portfolio Compliance
Partner
Ms. Richard is a graduate of the Université du Québec à Trois-Rivières (Bachelor of Accounting Science), and is also a Chartered Professional Accountant (CPA, CA). Before joining the firm in 2002, she worked more than 10 years mainly in accounting and reporting at Standard Life and Desjardins Sécurité Financière, and four years as external auditor at KPMG Peat Marwick. At Letko Brosseau, Ms. Richard is responsible for monitoring the compliance of client portfolios with their investment policies and the firm’s internal policies.
Heidi Rodier
Director, Portfolio Trading
Partner
Ms. Rodier is a graduate of Concordia University (B.Sc. Mathematics, minor in Business Admin.), and has also completed the Canadian Securities Course. Prior to joining the firm in 1996, she worked for a high technology company. At Letko Brosseau, Ms. Rodier is involved in the execution of portfolio transactions and transactions with fiduciaries and brokers.
Jennifer Sullivan, CPA
Director, Accounting & Finance
Partner
Ms. Sullivan is a graduate of HEC Montréal (B.Com., Finance and Accounting) and is also a Chartered Professional Accountant (CPA. CMA). She joined the firm in 2006 and is responsible for the financial accounting of the firm and its proprietary pooled funds, and is also involved in portfolio compliance.
Patrick Brosseau
Director, Information Technology
Partner
Mr. Brosseau is a graduate of Ecole Polytechnique of Montreal (B.Eng – Computer Engineering). Prior to joining the firm in 2018, he worked as manager, digital solutions and enterprise management for Thinkmax Consulting Inc. At Letko Brosseau, Mr. Brosseau is responsible for the development of our FinTech capabilities.
Rachel Wei, B.Com., MBA
Director, Information Technology
Partner
Ms. Wei is a graduate of Concordia University’s John Molson School of Business (MBA; B.Com., Management Information Systems). Prior to joining the firm in 2001, she worked at the Computer Center of Shanghai Jiangnan Shipyard Co., Ltd. as a software developer. At Letko Brosseau, Ms. Wei oversees information technology at Letko Brosseau
Steven Xu, M.Eng
Director, Information Technology
Partner
Mr. Xu is a graduate of Concordia University (Master of Engineering, Electrical & Computer Engineering). Prior to joining the firm in 2007, he worked for Baosteel China, Invatron Systems Corp. and System Core Inc. At Letko Brosseau, Mr. Xu is involved in software development, and system configuration and management.
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