Our Team

Operations

Isabelle Godin

Isabelle Godin, CPA

Vice President - Operations and CFO

Dominique Beaulne

Dominique Beaulne, CRHA

Director, Human Resources

Catherine Brosseau

Catherine Brosseau

Project Controller Officer

Gustavo Derqui

Gustavo Derqui

Senior Advisor, Portfolio Compliance

Isabelle Girard

Isabelle Girard, CPA, CFA®

Director, Trading

Marie-Dominique Gauthier

Marie-Dominique Gauthier

Director, Regulatory Compliance

Nick Paskulin

Nick Paskulin

Trader, Equities

Sylvie Richard

Sylvie Richard, CPA

Director, Portfolio Compliance

Heidi Rodier

Heidi Rodier

Director, Portfolio Trading

Jennifer Sullivan

Jennifer Sullivan, CPA

Director, Accounting & Finance

Patrick Brosseau

Patrick Brosseau

Senior Director, Information Technology

Rachel Wei

Rachel Wei, B.Com., MBA

Director, Information Technology

Steven Xu

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.




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