KIMBERLY CHEONG, B. Comm., CIM

Kimberly Cheong is Portfolio Manager at Montrusco Bolton Investments Inc. Kimberly joined the investment team in 2009 as an analyst covering the consumer staples and discretionary sectors. Prior to joining the firm, she worked as a research analyst for the international equity team at Jarislowsky Fraser. Kimberly holds a Bachelor of Commerce specialized in Finance from McGill University and the Chartered Investment Manager (CIM) designation.

JOHN GOLDSMITH, MBA, CFA, CBV, CIM, FCSI

John Goldsmith is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is currently lead manager on the Small Cap and Dividend strategies. He joined the firm in April 2004 as a senior equity analyst, covering the natural resources, telecom and health care sectors. John also co-managed the Canadian Small Cap Fund from 2014 to 2016. Prior to joining MBII, John worked as a financial analyst at CN Pension Fund. He also worked for CIBC and RBC Dominion Securities. John has an MBA specialized in Finance from McGill University and holds the Chartered Financial Analyst (CFA) and Chartered Business Valuator (CBV) designations. John has also obtained the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

ROBERT HISCOCK, B. Eng., M.A., CFA

Robert Hiscock is an investment officer at Montrusco Bolton Investments Inc. (“MBII”). He joined the investment team in 2015 as an analyst. Prior to joining MBII, Robert worked as a senior analyst modeling credit risk at National Bank and as an economic consultant for Analysis Group. In addition to earning a Bachelor of Engineering Physics from Queen’s University, he has obtained a Master of Economics from McGill University and holds the Chartered Financial Analyst designation (CFA).

EVELYNE L’ARCHEVÊQUE, B. Comm., CFA

Evelyne L’Archevêque is an investment officer at Montrusco Bolton Investments Inc. (“MBII”). She joined MBII in 2013 as an equity analyst, she covers the Energy, Industrials and Materials sectors. Prior to that, she worked as a research analyst for the North American equity team at Jarislowsky Fraser in Montreal and as an investment banking analyst at National Bank Financial. Evelyne graduated with Great Distinction, earning a Bachelor of Commerce degree specialized in Finance from Concordia University. She is also an alumni from the Kenneth Woods Portfolio Management Program at Concordia. Evelyne holds the Chartered Financial Analyst designation (CFA).

JEAN DAVID MELOCHE, CFA

Jean David is managing the U.S. and Global equities for Montrusco Bolton Investments Inc. He joined MBII in January 2005 as an equity analyst, covering the financial sector. Jean David holds a Bachelor of Business Administration specialized in Finance from HEC Montréal and has completed the schooling towards obtaining a Master’s degree in Management Sciences, Financial Economy within the same institution. In addition, Jean David holds the Chartered Financial Analyst designation (CFA).

SIMON SIMONIAN, M.Sc., CFA

Simon Simonian is Portfolio Manager at Montrusco Bolton Investments Inc. He joined the investment team in July 2014 as a senior analyst. Prior to that, he worked as a senior analyst at Al Nahdha Investment (Abu Dhabi). Simon also worked for SHUAA Capital (Dubai), Montreal Police Pension Fund, Sipar Inc., and Canaccord Capital. Simon holds a Bachelor of Business Administration from HEC Montreal and a Master of Science in Administration specialized in Finance from Université Laval. In addition, Simon holds the Chartered Financial Analyst designation (CFA).