Jean David Meloche, CFA

Head of Global Equities

Jean David Meloche is managing the U.S. and Global equities for Montrusco Bolton Investments Inc. He joined Montrusco Bolton 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 in Management Sciences, Financial Economy within the same institution. In addition, Jean David holds the Chartered Financial Analyst designation (CFA).

Dina Fakhry, MBA

Senior Vice President and Chief Operating Officer (COO)

Dina Fakhry is Senior Vice President and Chief Operating Officer with Montrusco Bolton. Mrs. Fakhry leads all operations sectors, including Finance, Compliance, Governance & Risk Management, Operations, Information Technology and Human Resources. She has more than 20 years leadership experience in the financial industry (insurance and banking) within a variety of disciplines, namely: finance, project management, performance management, corporate strategy, and operations. She also holds an MBA from McGill University.

Jean-Claude Ayotte, CPA

Senior Vice President and Chief Financial Officer (CFO)

Jean-Claude Ayotte is Vice President and Chief Financial Officer of Montrusco Bolton Investments Inc. Jean-Claude worked for MBII from 1988 to 2000 and returned to MBII in 2005. Between 2000 and 2005, he was Assistant Vice President, Finance and Controller for the venture capital firm Argo Global Capital. Jean-Claude graduated in accounting science in 1986 from Université du Québec à Montréal and obtained the Certified Management Accountants designation in 1990 (CPA). He completed the Canadian Securities course in 1992 and the Canadian Investment Manager course in 1994. He has also completed the Partners, Directors and Officers Course.

Ale Niang, BSC. Sci, DESS IT

Vice President, Chief Technology Officer (CTO) and Chief Information Security Officer (CISO)

Ale Niang is Vice President and Chief Technology Officer at Montrusco Bolton Investments Inc. In this capacity, he is responsible for the firm’s technological alignment with respect to its business objectives. Ale Niang joined Montrusco Bolton in 2004. He also served as a corporate project manager and director of information technology at WSP, formerly Genivar. Mr. Niang is a graduate of the Université de Sherbrooke and holds a bachelor’s degree in computer sciences and a graduate diploma in information technology.

Benoit Bourdages

Vice President, Operations See all team members

Karine Gareau

Executive Assistant to Sylvain Boulé & Responsible for Employee Wellbeing and Quality of Life at Work See all team members

David McAusland, Chairman of the Board

Counsel See all team members

Ginette Thérien

Vice President, Administration and Compliance See all team members

Christine Mackay

Corporate Controller See all team members

Melori Mokri

Business Applications Manager See all team members

Isabelle Circé

Senior Analyst, Settlements See all team members

Asmaâ Bighial

Administrative Assistant, Office Management See all team members

Richard Guay, MBA, CFA

Senior Vice President, Institutional Markets North America

Richard Guay is Senior Vice President, Institutional Markets North America, and member of the Advisory Committee of Montrusco Bolton Investments Inc. In this role, he is responsible for the firm’s corporate development in North America. Prior to joining Montrusco Bolton in 2000, Richard was a principal at State Street Global Advisors, where he was involved mainly in institutional investor relations. Previously, Richard was a financial analyst with the Bank of Canada where he was involved in domestic and international financing. He also taught at the business school of the Université du Québec à Montréal. Richard holds a Bachelor degree from Université du Québec and a Master in Finance from Université Laval, as well as the Chartered Financial Analyst (CFA) designation.

Robert Hiscock, B. Eng., M.A., CFA

Assistant Portfolio Manager

Robert Hiscock is Assistant Portfolio Manager at Montrusco Bolton Investments Inc. He joined Montrusco Bolton in 2015 as an analyst. Prior to joining the firm, 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).

Sylvain Boulé

President and Chief Executive Officer (CEO)

Sylvain Boulé is President and Chief Executive Officer of Montrusco Bolton Investments Inc. and a Board Member since 2000. A graduate of Université de Montréal, Concordia University and Columbia Business School, he is also Chairman of the Board of MBI/TEC Private Debt GP Inc. He has been involved for 15 years with Centre Philou and is currently Chairman of the Board of Fondation Centre Philou.

Julie St-Germain

Vice President, Compliance and Governance and Chief Risk Officer (CRO) See all team members

Jérémie Chantal-Gagné

Assistant Controller See all team members

Patrice Ghiro

Senior Analyst, Performance Measurement See all team members

Stendolph Ismaël

IT Governance and Cybersecurity Manager See all team members

John Goldsmith, MBA, CFA, CBV, CIM, FCSI

Head of Canadian Equities

John Goldsmith is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is currently lead manager for all Canadian strategies. He joined Montrusco Bolton 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 the firm, 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, as well as the CFA Institute Certificate in ESG Investing.

Kimberly Cheong, B. Comm., CIM

Portfolio Manager

Kimberly Cheong is a Portfolio Manager at Montrusco Bolton Investments Inc. and is the portfolio manager for the Canadian, Small Cap, Mid Cap and Dividend strategies. Kimberly joined Montrusco Bolton in October 2009 as an analyst, covering the consumer sectors. Prior to joining the firm, Kimberly worked as a research analyst for the EAFE equity team at Jarislowsky Fraser in Montreal. Kimberly earned a Bachelor of Commerce, specialized in Finance from McGill University and obtained the Canadian Investment Manager (CIM) designation from the Canadian Securities Institute.

Claude-André Duquette, CIM

Vice President, Institutional Markets

Claude-André Duquette is Vice President, Institutional Markets at Montrusco Bolton Investments Inc. Having held various roles in companies such as National Bank, BMO, the Swiss Private Bank Pictet and Baader Helvea, he has over 22 years of experience in the field of finance. In his new role, he will be responsible for retail sales and business development of Montrusco Bolton’s alternative products and solutions. Claude-André earned a Bachelor in Economics and Political Science from University of Montreal. He also holds the Chartered Investment Manager (CIM) designation. He is also a mentor and board member of Trioomph Foundation.

Saloua Benkhouya

Vice President, Investments and Services See all team members

Jennifer Cassar

Senior Finance Manager – Alternative Investments and Head of ESG

Jennifer Cassar is the Senior Finance Manager for alternatives strategies as well as Montrusco Bolton’s ESG Head. Prior to joining Montrusco in 2020, she worked as a Manager at Deloitte Luxembourg. She has more than 10 years of experience in the field of unregulated and regulated companies with primary focus in Private Equity, Real Estate and Private Debt markets in the Financial Services. Jennifer holds a Chartered Professional Accountant (CPA) designation, as well as a Master’s in accounting. She also holds the CFA certificate in ESG Investing.

Lenia Hernandez

Software Developer, Database and Development See all team members

Hélène Lévesque

Senior Analyst, Funds Accounting See all team members

Marc Drolet, FSA, FCIA, CFA, CAIA

Vice President, Head of Client Servicing US and International

Marc Drolet is Vice President, Head of Client Servicing US and International at Montrusco Bolton Investments Inc. Marc is a seasoned professional with over 20 years of experience providing advisory services to a multitude of institutional clients. Prior to joining Montrusco Bolton, he served as Principal in the Asset and Risk Management team at LifeWorks, formerly Morneau Shepell, where he spent the bulk of his career. Marc holds a Bachelor of Actuarial Science from the Université du Québec à Montréal. He is a Fellow of the Canadian Institute of Actuaries (FCIA) and of the Society of Actuaries (FSA) and holds the Chartered Financial Analyst (CFA) designation, as well as the CFA Institute Certificate in ESG Investing. Marc also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Simon Simonian, M.Sc., CFA

Portfolio Manager

Simon Simonian is a Portfolio Manager at Montrusco Bolton Investments Inc. and is the portfolio manager for the Canadian, Small Cap and Mid Cap Equity strategies. Simon joined Montrusco Bolton 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), the Montreal Police Pension Fund, Sipar Inc. and Canaccord Capital. Simon holds a Bachelor of Business Administration from HEC Montréal and a Master of Science in Administration specialized in Finance from Université Laval. In addition, Simon holds the Chartered Financial Analyst designation (CFA).

Olivier Barres, B.B.A., CIM

Vice President, Fixed Income and Client Servicing

Olivier Barres is Vice President, Fixed Income and Client Servicing at Montrusco Bolton Investments Inc. and is responsible for the management of the Montrusco Bolton ESG Bond Fund. Olivier joined the firm in September 2005 as Analyst, Private Wealth. He then evolved in the Fixed Income field to finally assume the full responsibility for all bonds and money market strategies in 2014. Olivier holds a Bachelor in Business Administration with a specialization in Finance from the University of Sherbrooke. He also holds the Chartered Investment Manager (CIM) designation.

Arda Yapar

Finance Manager - Alternative Investments See all team members

William Tchoudi

Program Analyst, Database and System Architecture See all team members

Annie Garneau

Director, Portfolio Accounting See all team members

Jennifer Skylakos

Global Head, Sustainable Infrastructure & Energy Funds See all team members

Giacomo (Jack) Maggiore, B. Comm., CIM

Senior Analyst

Jack Maggiore joined Montrusco Bolton Investments Inc. in 2017 as an investment analyst. Prior to joining Montrusco Bolton, Jack worked as an analyst at Valsef Capital and also worked as an investment associate at Vestcor Investment Management, namely in alternative investing. Jack graduated with Distinction from John Molson School of Business earning a Bachelor of Commerce degree in Finance and was inducted Beta Gamma Sigma. He also holds the CIM designation and has completed Level II of the CFA program.

Jason Szczepkowski, CAIA, CIM

Vice President, Head of Client Servicing Canada

Jason Szczepkowski is Vice President, Head of Client Servicing Canada at Montrusco Bolton Investments Inc. Jason has over 25 years of experience in the asset management industry and is a seasoned relationship manager. Before joining Montrusco Bolton in 2017, he held similar roles in large organizations such as RBC Investor & Treasury Services, GE Asset Management and State Street Global Advisors where he spent the bulk of his career. Jason holds a Bachelor of Commerce from McGill University with a major in marketing and a minor in psychology. He also holds the Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager (CIM) designations as well as the CFA Institute Certificate in ESG Investing.

Sylvain Boulé

President and Chief Executive Officer (CEO)

Sylvain Boulé is President and Chief Executive Officer of Montrusco Bolton Investments Inc. and a Board Member since 2000. A graduate of Université de Montréal, Concordia University and Columbia Business School, he is also Chairman of the Board of MBI/TEC Private Debt GP Inc. He has been involved for 15 years with Centre Philou and is currently Chairman of the Board of Fondation Centre Philou.

Caroline François

Technician, Settlement See all team members

Hilda Andino

Software Engineer, Database and Development See all team members

Olivier Barres, B.B.A., CIM

Vice President, Fixed Income and Client Servicing

Olivier Barres is Vice President, Fixed Income and Client Servicing at Montrusco Bolton Investments Inc. and is responsible for the management of the Montrusco Bolton ESG Bond Fund. Olivier joined the firm in September 2005 as Analyst, Private Wealth. He then evolved in the Fixed Income field to finally assume the full responsibility for all bonds and money market strategies in 2014. Olivier holds a Bachelor in Business Administration with a specialization in Finance from the University of Sherbrooke. He also holds the Chartered Investment Manager (CIM) designation.

Tim Russell, CPA, CA, CFA

Vice President, Ontario and Western Canada

Tim Russell joined Montrusco Bolton Investments Inc. in 1997 as Vice President, Client Servicing and Business Development for the Toronto office. He is also in charge of the Calgary office. Today, he is Vice President, Ontario and Western Canada. Prior to joining Montrusco Bolton, Tim held various account manager positions in commercial and private banking with Scotia Bank. He was also an audit manager for Deloitte. Tim holds a Bachelor of Administration (Honours) degree from York University. He is also a chartered accountant and holds the Chartered Financial Analyst (CFA) designation. In addition, Tim is a member of the Ontario Institute of Chartered Accountants and the Toronto CFA Society.

Munjal Patel, B. Tech., M. Fin.

Senior Analyst

Munjal Patel joined Montrusco Bolton Investments Inc. in 2017 as an investment analyst. He covers the Financials sector for the U.S. and Global Equity strategies. Prior to that, he was working as a co-manager and equity analyst for a student-run investment firm, Desautels Capital Management. He holds a Bachelor degree in Technology as well as a Master of Management in Finance from McGill University.

Loan Tran

Analyst, Portfolio Accounting See all team members

Hugues Ngalani

Database Administrator, Database and Development See all team members

Marie-Josée Rondeau

Associate, Client Servicing See all team members

Matthew McNeill, CFA

Senior Analyst

Matthew McNeill is a member of the Global Equity team at Montrusco Bolton Investments Inc. Prior to joining Montrusco Bolton in September 2021, he worked as a senior investment analyst at Fiera Capital covering global equities. Matthew earned his undergraduate degree in Financial Mathematics from Wilfrid Laurier University and holds the Chartered Financial Analyst designation (CFA).

Carmen St-Louis

Associate, Client Servicing See all team members

Dina Fakhry

Senior Vice President and Chief Operating Officer (COO)

Dina Fakhry is Senior Vice President and Chief Operating Officer with Montrusco Bolton. Mrs. Fakhry leads all operations sectors, including Finance, Compliance, Governance & Risk Management, Operations, Information Technology and Human Resources. She has more than 20 years leadership experience in the financial industry (insurance and banking) within a variety of disciplines, namely: finance, project management, performance management, corporate strategy, and operations. She also holds an MBA from McGill University.

Michael Bouet, MBA, M. Eng., CIM

Senior Analyst

Michael Bouet is a senior analyst at Montrusco Bolton Investments Inc. Michael joined Montrusco Bolton in 2008 as an equity analyst, covering the industrials sector. Prior to joining the firm, Michael worked as a business development specialist at Air Liquide. He also worked as a process/quality engineer at Stelco. Michael earned a Bachelor and a Master of Engineering and an MBA from McGill University. Michael has also obtained the Chartered Investment Manager (CIM) designation.

Patrick Laflamme

Sales Associate See all team members

Richard Guay

Senior Vice President, Institutional Markets North America

Richard Guay is Senior Vice President, Institutional Markets North America, and member of the Advisory Committee of Montrusco Bolton Investments Inc. In this role, he is responsible for the firm’s corporate development in North America. Prior to joining Montrusco Bolton in 2000, Richard was a principal at State Street Global Advisors, where he was involved mainly in institutional investor relations. Previously, Richard was a financial analyst with the Bank of Canada where he was involved in domestic and international financing. He also taught at the business school of the Université du Québec à Montréal. Richard holds a Bachelor degree from Université du Québec and a Master in Finance from Université Laval, as well as the Chartered Financial Analyst (CFA) designation.

Munir Shahin, MBA

Senior Analyst

Munir Shahin joined Montrusco Bolton Investments Inc. in 2017 as a senior investment analyst and has extensive equity research experience. He covers Canadian financials. Prior to joining Montrusco Bolton, he was director, equity research at Bank of America Merrill Lynch. Munir completed his education at McMaster University where he earned a Bachelor of Commerce degree specialized in finance as well as a Master of Business Administration (MBA).

Jean David Meloche

Head of Global Equities

Jean David Meloche is managing the U.S. and Global equities for Montrusco Bolton Investments Inc. He joined Montrusco Bolton 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 in Management Sciences, Financial Economy within the same institution. In addition, Jean David holds the Chartered Financial Analyst designation (CFA).

Marylee How

Assistant Vice President, Client Servicing, Data and Reporting See all team members

Peter Stusio, MBA, CFA

Senior Analyst

Peter Stusio joined Montrusco Bolton Investments Inc. as senior equity analyst in 2016. Prior to joining Montrusco Bolton, Peter worked as an associate analyst at National Bank Financial. Peter has an MBA specialized in finance from McGill University and holds the Chartered Financial Analyst (CFA) designation.

John Goldsmith

Head of Canadian Equities

John Goldsmith is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is currently lead manager for all Canadian strategies. He joined Montrusco Bolton 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 the firm, 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, as well as the CFA Institute Certificate in ESG Investing.

Marc-Olivier Fortier, B. Comm.

Head Trader

Marc-Olivier Fortier joined Montrusco Bolton Investments Inc. in 2013 as an analyst and equity trader. Prior to joining Montrusco Bolton, Marc-Olivier worked for several years as an equity trader for Natcan Investment Management and subsequently for Fiera Capital. During that time, Marc-Olivier served on the Board of Directors of the Montreal Institutional Equity Traders Association (MIETA) where he occupied various functions, including that of president in 2011. Marc-Olivier holds a Bachelor of Commerce with a major in Applied Economics from HEC Montréal.

Mark A. Haas, B. Comm., CIM

Senior Trader

Mark Alexander Haas joined Montrusco Bolton Investments Inc. in 2010 as an equity trader. Prior to joining Montrusco Bolton, Mark worked for a private wealth management firm where he participated in trade execution and accounting for a proprietary foreign exchange trading desk, in addition to being responsible for bond and equity settlements, as well as portfolio accounting. Mark holds a Bachelor of Commerce with a major in Finance from Concordia University and has obtained the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Méline Garnier

Manager, Marketing and External Communications See all team members

CHANTHÂN CHEA, MSc, PRM

Director, Alternative Public Markets

Chanthân Chea joined Montrusco Bolton Investments Inc. in October 2019 and is responsible for the liquid strategies segment of the Montrusco Bolton Alternative Fund (“MBAF”). She worked for a major public pension plan for over 10 years in risk control, risk management, and in public markets in general. Her primary role is to oversee the alternative investments in public markets that complement private markets in the Alternative Fund. Her experience in capital markets also allows her to take charge of money market activities and to play an important role in fixed income management. Chanthân holds a Master’s degree in Financial Engineering from HEC Montréal and the Professional Risk Manager designation (PRM) awarded by the Professional Risk Managers’ International Association (PRMIA).

JEAN-CLAUDE AYOTTE, CPA

Senior Vice President and Chief Financial Officer

Jean-Claude Ayotte is Senior Vice President and Chief Financial Officer of Montrusco Bolton Investments Inc. Jean-Claude worked for Montrusco Bolton from 1988 to 2000 and returned to the company in 2005. Between 2000 and 2005, he was Assistant Vice President, Finance and Controller for the venture capital firm Argo Global Capital. Jean-Claude graduated in accounting science in 1986 from Université du Québec à Montréal and obtained the Certified Management Accountant designation in 1990 (CPA). He completed the Canadian Securities course in 1992 and the Canadian Investment Manager course in 1994. He has also completed the Partners, Directors and Officers Course.