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.

Nicolas Yvon, Pl. Fin., TEP
President - Founder

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

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

Martin Fredette, CPA, CA
CFO and President - Accounting

Stephen Gauthier, CFA
CIO and Senior Portfolio Manager

Patrick Murray, FCSIR, CIMR
CCO and Senior Portfolio Manager

Funda Dilaver, B.A.A.
Senior Tax Professional and VP - Family Office Services

Marie-Andrée Campbell
Director - Compliance

France Guimond
VP - HR

Tarun Bansal, CFA, MBA
Portfolio Manager and Chief Analyst

Philippe Podtetenev, CFA
Client Relationship Analyst

Marc-Antoine Lazure, CPA, MBA
Director - Accounting

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

Sylvie Gendreau
President - Bookkeeping

Josée L’Heureux
VP - Accounting Services

Annie Harvey
Accounting Technician

Chantal Mercier
Accounting Technician

Stéphanie Jacques
Accountant

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

Dinel André
Accounting Technician

Sonia Larocque

Salim Ben Tekaya
Operations Coordinator, Investment Support

Tommy Cardinal
VP - Fiscal and Legal Services

Nathalie Cholette
Portfolio Management Support

Diana Berectari
Accounting Analyst

Valeria Perepelita
Receptionist