Team

To those on the outside, the world of the entrepreneur can seem chaotic. It is a life of exceptional challenges, rare opportunities and remarkable people. Yet success is found at the heart of the maelstrom, and there are those who navigate it willingly and confidently, driven by passion and resolve. They revel in mastering it, and their reward is to see and know a different world.
We don’t just understand this life: we live it. Our philosophy is simple and challenging. Embrace change. Thrive in chaos. Think outside the box.

Éric Lapointe, CIM, FCSI gestion
CEO - Founder

Nicolas Yvon, Pl. Fin., TEP
President - Family Office Services - Founder

Clyde Léonard, CFA, CAIA, CIM
COO – Senior Portfolio Manager

Dave Dion, Pl. Fin.
VP - Family Office Services

Martin Fredette, CPA, CA
CFO - President of CEOS Accounting Services

Marc Gendron, Adm.A., Pl. Fin., M.Fisc.
VP Taxation

Jean-Martin Aussant, M.Sc., FRM, PRM
Economist - Chief Risk Officer

Stephen Gauthier, CFA
CIO - President, Senior Portfolio Manager

Patrick Murray, FCSIR, CIMR
CCO - Senior Portfolio Manager

Jasmin Nicol, L.L.B, D.D.N., M.B.M.D.
Notary - M&A Advisory and Corporate Law

Geneviève D’Amours, LL.B., DDN, MBA
Notary – Estate Planning Services

Funda Dilaver, B.A.A.
Senior Tax Specialist, VP - Service Family Office

Marie-Andrée Campbell
General Manager

France Guimond
VP - Human Resources

Katherine Émond
CEO's Executive Assistant

Tarun Bansal, CFA, MBA
Portfolio Manager – Chief Analyst

Daniel Escaravage, CIM, FCSI
Senior Investment Advisor

Maxime Trépanier, CIM
Senior Investment Advisor

Emma Levert-Boireau, Pl. Fin.
Financial Planner

Philippe Podtetenev
Analyst - Client Relationship

Marc-Antoine Lazure, CPA, MBA
Accountant - Director

Kim Gagnon, LL.B., LL.M.
Notary

Mariane St-Laurent, LL.B., LL.M.
Notary

Maryse Faubert
Legal Assistant (Real Estate)

Sylvie Gendreau
President - Accounting Services

Josée L’Heureux
VP - Accounting Services

Marie-Pier Tanguay
Operations Assistant

Annie Harvey
Accounting Technician

Chantal Mercier
Accounting Technician

Line Richard
Accounting Technician

Stéphanie Jacques
Accounting Technician

Lucie Brisson, B.A.A., B.SC.
Accountant

Dinel André
Intern

Nellie Ladouceur
Client Relations - Conciergerie