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U.S. - ENOur 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, B.B.A., M. Sc. Finance, CFA®
Vice President - Investment Services
David Newman, CPA, CFA®, CIM®
Regional Head, Central Canada
Brian Bedernyak, B.Com., CFA®
Senior Investment Counsellor
Jack Bruton, MBA, CFA®
Peter Burke, B. Com., MBA
Senior Investment Counsellor
Pierre Camu, B.Com., CIM®
Senior Investment Counsellor, Team Leader
John Clancy, CFA®
Senior Investment Counsellor
Mario Hennessey, MMF, CIM®
Investment Counsellor
Melissa Fiorelli, CFA®
Senior Investment Counsellor
Grant Hughes, CFA®
Investment Counsellor
François Lefebvre, CIM®
Senior Investment Counsellor
Joé Marcone, M.Sc. Finance, CFA®
Senior Investment Counsellor
Jonathan Michaelsen, Pl. fin.
Financial Planner
Dave Minich, CFA®
Senior Investment Counsellor
Muriel Munoz, B.Com., CIM®
Senior Investment Counsellor, Team Leader
Marc Noble, CFA®
Senior Investment Counsellor
James Selvaratnam
Group Retirement Specialist
Paul Vaillancourt, CFA®
Senior Investment Counsellor
Client Service Team
Victoria Avetisian
Associate, Investment Services
Florence Bagorio
Associate, Investment Services
Angela Bansil
Associate, Investment Services
Terry Bruni
Associate, Investment Services
Li-Lien Gibbons, CIM®
Associate, Investment Services
Paul Mihailescu
Associate, Investment Services
Julie Ross
Associate, Investment Services
Rita Saab
Associate, Investment Services
Nattacha Soukaseum
Associate, Investment Services
Bernadette Valkonen
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 – 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.
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.
David Després, B.B.A., M. Sc. Finance, CFA®
Vice President - Investment Services
Partner
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.
David Newman, CPA, CFA®, CIM®
Regional Head, Central Canada
David Newman graduated from the University of Toronto with a Bachelor of Commerce degree and has completed the CPA and CMA accounting designations. He is a Chartered Financial Analyst (CFA®) and holds a Certified Investment Manager (CIM®) designation.
Prior to joining Letko Brosseau, he was Managing Director, Institutional Sales at Desjardins Capital Markets. He has over 25 years of capital markets experience in equity research, portfolio management and institutional sales.
Mr. Newman is known for his strong work ethic, great integrity, and infectious personality.
Brian Bedernyak, B.Com., CFA®
Senior Investment Counsellor
Partner
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).
Jack Bruton, MBA, CFA®
Peter Burke, B. Com., MBA
Senior Investment Counsellor
Partner
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.
Pierre Camu, B.Com., CIM®
Senior Investment Counsellor, Team Leader
Partner
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.
John Clancy, CFA®
Senior Investment Counsellor
Partner
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).
Mario Hennessey, MMF, CIM®
Investment Counsellor
Melissa Fiorelli, CFA®
Senior Investment Counsellor
Partner
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).
Grant Hughes, CFA®
Investment Counsellor
François Lefebvre, CIM®
Senior Investment Counsellor
Partner
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.
Joé Marcone, M.Sc. Finance, CFA®
Senior Investment Counsellor
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.
Jonathan Michaelsen, Pl. fin.
Financial Planner
Dave Minich, CFA®
Senior Investment Counsellor
Muriel Munoz, B.Com., CIM®
Senior Investment Counsellor, Team Leader
Partner
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.
Marc Noble, CFA®
Senior Investment Counsellor
Partner
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.
James Selvaratnam
Group Retirement Specialist
Paul Vaillancourt, CFA®
Senior Investment Counsellor
Partner
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.
Victoria Avetisian
Associate, Investment Services
Florence Bagorio
Associate, Investment Services
Florence Bagorio holds a bachelor’s degree in accounting from the University of Northern Philippines and has completed the Canadian Securities Course (CSC®) from the Canadian Securities Institute (CSI).
Prior to joining Letko Brosseau in 2022, she occupied several roles in client service administration, namely Accounts Payable Clerk, National Account Manager, as well as Account Manager, Team Leader at T.E. Wealth (now C.W.B Wealth.).
With over 15 years of experience in client service administration, Ms. Bagorio is known for her dedication and expertise in investment services, specifically with high net-worth clients.
Angela Bansil
Associate, Investment Services
Angela Bansil graduated from West Visayas State University with a Bachelor of Science in Elementary Education. She completed the Canadian Securities Course (CSC®) as well as the Fundamentals of Financial Planning (FOFP) at the Canadian Securities Institute (CSI).
Prior to joining Letko Brosseau in 2022, she occupied various roles in investment services, namely account services associate at Templeton Management Limited, account manager at TE Wealth (now CWB Wealth Management Ltd.), and client service manager at Leon Frazer & Associates.
With over 20 years of experience in investment services, Ms. Bansil is known for her keen attention to details, excellent client services and positive attitude to finding solutions for clients.
Terry Bruni
Associate, Investment Services
Li-Lien Gibbons, CIM®
Associate, Investment Services
Partner
Paul Mihailescu
Associate, Investment Services
Julie Ross
Associate, Investment Services
Rita Saab
Associate, Investment Services
Nattacha Soukaseum
Associate, Investment Services
Bernadette Valkonen
Associate, Investment Services
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