Stéphane Roy

Vice President, Chief Technology Officer (CTO) See all team members

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. and a director on the board of the Montrusco Bolton Investments UCITS ICAV. He has been involved with Centre Philou, a Montreal-based charitable organization that offers specialized services for poly impaired children and young adults, for 15 years. He is currently Chairman of the Board of Fondation Centre Philou.

Dina Fakhry

Senior Vice President and Chief Operating Officer (COO)

Dina Fakhry is Senior Vice President and Chief Operating Officer with Montrusco Bolton. She leads all operations sectors, including Finance, Compliance, Governance & Risk Management, Operations and Information Technology. 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 holds an MBA from McGill University.

Karine Gareau

Vice President, People and Culture

Karine Gareau is Vice President, People and Culture at Montrusco Bolton Investment Inc. Her journey within the company began as the Executive Assistant to the President and CEO in 2020, before she transitioned to the role of Manager, Culture and Talent in 2022 and to her new role in 2024. During this time, she has been involved in strategic and transformational projects. The development of culture holds a central position among Montrusco Bolton’s strategic priorities. Karine works closely with all team leaders to mobilize employees and align their efforts towards achieving the set development goals. She reports directly to the President and CEO and sits on the company’s management committee. Prior to joining Montrusco Bolton, Karine gained extensive experience at TC Transcontinental, where she held positions as a team leader in both the recovery and customer service sectors, as well as Executive Assistant to the CIO in the field of information technology. Karine holds a certificate in Human Resources Management from HEC Montréal, and she is certified as a Chief Happiness Officer (CHO) by the Happiness Business School (Portugal).

Marc Drolet

Vice President, Head of Client Servicing

Marc Drolet is Vice President, Head of Client Servicing 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 the firm in 2021, 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 Sustainable Investing Certificate. Marc also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Claude-André Duquette

Senior Vice President, Head of Business Development and Marketing

Claude-André Duquette is Senior Vice President, Head of Business Development and Marketing at Montrusco Bolton Investments Inc. Prior to joining the firm in 2019, Claude-André held various roles with companies such as National Bank of Canada, Bank of Montreal, the Swiss Private Bank Pictet and Baader Helvea and has over 22 years of experience in the field of finance. Claude-André earned a bachelor’s degree in economics and political science from University of Montreal. He also holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. He is a mentor and board member of Trioomph Foundation.

John Goldsmith

Head of Canadian Equities

John Goldsmith brings over 25 years of experience in North American equity markets. John is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is the Lead Portfolio Manager for the benchmark aware Canadian Small Cap Fund 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 became a portfolio manager in April 2009. 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 Sustainable Investing Certificate.

Jean-Claude Ayotte, CPA

Senior Vice President Corporate Affairs

Jean-Claude Ayotte is Senior Vice President Corporate Affairs of Montrusco Bolton Investments Inc. Jean-Claude worked for the firm from 1988 to 2000 and returned 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, the Canadian Investment Manager course and has also completed the Partners, Directors and Senior Officers Course from the Canadian Securities Institute.

Ale Niang, BSC. Sci, DESS IT

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

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

Benoit Bourdages

Vice President, Operations

Benoît Bourdages is Vice President, Operations at Montrusco Bolton Investments Inc. and has over 30 years’ experience in the industry. Benoît is responsible for portfolio administration, back-office trading, pricing and market events, reconciliation, performance, attribution, GIPS compliance and fund operations. Prior to joining the firm in 1996, he worked for National Trust. He holds a Bachelor of Business Administration degree specialized in finance from HEC Montréal and earned the right to use the CFA Institute’s Certificate in Investment Performance Measurement^TM designation.

Karine Gareau

Vice President, People and Culture

Karine Gareau is Vice President, People and Culture at Montrusco Bolton Investment Inc. Her journey within the company began as the Executive Assistant to the President and CEO in 2020, before she transitioned to the role of Manager, Culture and Talent in 2022 and to her new role in 2024. During this time, she has been involved in strategic and transformational projects. The development of culture holds a central position among Montrusco Bolton’s strategic priorities. Karine works closely with all team leaders to mobilize employees and align their efforts towards achieving the set development goals. She reports directly to the President and CEO and sits on the company’s management committee. Prior to joining Montrusco Bolton, Karine gained extensive experience at TC Transcontinental, where she held positions as a team leader in both the recovery and customer service sectors, as well as Executive Assistant to the CIO in the field of information technology. Karine holds a certificate in Human Resources Management from HEC Montréal, and she is certified as a Chief Happiness Officer (CHO) by the Happiness Business School (Portugal).

Fabrice Léger

Vice President, Finance and Chief Financial Officer

Fabrice Léger is Vice President, Finance and Chief Financial Officer at Montrusco Bolton Investments Inc. During his more than two decades in finance, he has held key positions at leading organizations within the investment sector. Prior to joining the firm, he was vice president of finance at Fiera Capital, where he led the strategic financial planning and analysis team. He also worked at Fonds de Solidarité FTQ and PSP Investments, where he led the financial planning and analysis function and collaborated with multidisciplinary teams to enhance long-term performance and drive financial initiatives. Fabrice holds a Bachelor of Business Administration degree specialized in accounting from HEC Montréal, as well as the Chartered Professional Accountant (CPA) designation.

Richard Santerre

Senior Manager, Portfolio Accounting See all team members

Aurore Schilling

Coordinator, Culture and Well-being See all team members

Yolaine Garneau

Office coordinator See all team members

David McAusland, Chairman of the Board

Counsel See all team members

Ginette Thérien

Senior Vice President, Governance and Chief Compliance Officer (CCO)

Ginette Thérien is Senior Vice President, Governance and Chief Compliance Officer of Montrusco Bolton Investments Inc. Ginette is an active member of the Compliance Committee overseeing the firm’s governance and compliance on a Canadian and international level. Her role is to promote a compliance culture across the company. She is responsible for all compliance and control programs, fund regulations, risk management and firm registration. She takes care of all external audit regarding compliance, and she is involved in the administration and implementation of all new structures. Ginette is also a director on the board of the Montrusco Bolton Investments UCITS ICAV. Before joining the firm in December 1998, Ginette had worked six years for an accounting firm in Ottawa as well as six years for a Canadian bank. She holds a bachelor’s degree in accounting science from the Université du Québec à Hull. She has also completed the Partners, Directors, and Senior Officers Course and the Canadian Securities Course from the Canadian Securities Institute and the Canadian Investment Fund Course from the Institute of Canadian Bankers.

Christine Mackay

Corporate Controller See all team members

Isabelle Circé

Senior Analyst, Settlements See all team members

Stendolph Ismaël

Manager, Information Technology Governance and Cybersecurity

Stendolph Ismaël is Manager, Information Technology Governance and Cybersecurity at Montrusco Bolton Investments Inc. Prior to joining the firm in 2023, Stendolph worked for a variety of organizations, including a consulting firm, private companies and banks and has more than 10 years of experience in IT audit, IT risk management, and compliance. He holds a Chartered Accountant (CA) designation.

Claude-André Duquette, CIM

Senior Vice President, Head of Business Development and Marketing

Claude-André Duquette is Senior Vice President, Head of Business Development and Marketing at Montrusco Bolton Investments Inc. Prior to joining the firm in 2019, Claude-André held various roles with companies such as National Bank of Canada, Bank of Montreal, the Swiss Private Bank Pictet and Baader Helvea and has over 22 years of experience in the field of finance. Claude-André earned a bachelor’s degree in economics and political science from University of Montreal. He also holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. He is a mentor and board member of Trioomph Foundation.

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

Lead Portfolio Manager, Global and U.S. Equities

Robert Hiscock is a Portfolio Manager at Montrusco Bolton Investments Inc. and Lead Portfolio Manager of the U.S. and Global Equity strategies. Prior to joining the firm in 2015, Robert worked as a senior analyst modelling credit risk at National Bank of Canada and as an economic consultant for Analysis Group. In addition to earning a Bachelor of Engineering Physics from Queen’s University, he obtained a Master of Economics from McGill University and holds the Chartered Financial Analyst (CFA) designation.

Guillaume Dorais

Senior Manager, Risk and Compliance

Guillaume Dorais is Senior Manager, Risk and Compliance at Montrusco Bolton Investments Inc. Prior to joining the firm in 2023, Guillaume was Director of Portfolio and Trading Compliance at Fiera Capital where he was leading the team responsible for monitoring the investment guidelines of all client accounts and firm portfolios, as well as producing all relevant compliance filings. He was also Operations Manager at RDA Capital, a hedge fund manager startup, where he took care of all operations, risk, and daily compliance tasks. Guillaume holds a bachelor’s degree in economics with a specialization in mathematics from the University of Ottawa. He also holds the Chartered Alternative Investment Analyst Association (CAIA) designation.

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.

Jérémie Chantal-Gagné

Assistant Controller See all team members

Melori Mokri

Manager, Digital Transformation See all team members

Stéphanie Biron

Financial Analyst See all team members

Phi Hoang Le

Senior Finance Analyst See all team members

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

Head of Canadian Equities

John Goldsmith brings over 25 years of experience in North American equity markets. John is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is the Lead Portfolio Manager for the benchmark aware Canadian Small Cap Fund 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 became a portfolio manager in April 2009. 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 Sustainable Investing Certificate.

Egor Rybakov, MBA, CFA

Portfolio Manager, International Equities

Egor Rybakov brings over 25 years of experience investing across global equity markets, primarily focused on international equities. Prior to joining MBI, he held senior investment and portfolio management roles at Thornburg Investment Management, Tradewinds/Nuveen, RMB Capital Management, and Penserra Global Investors. His investment approach emphasizes high-quality companies supported by durable long-term growth trends and is grounded in a disciplined process with a strong focus on risk management. Egor holds a B.A. in Economics and Management from Moscow State University, an MBA from the University of Illinois at Chicago, and is a CFA charter holder.

Marc Lecavalier, MSc, CFA

Senior Portfolio Manager, Small and Mid-Cap Equities

Marc Lecavalier has built a distinguished career in the investment industry, known for his expertise, discipline, and ability to deliver outstanding returns. He began his career at Natcan Investment Management, which later became Fiera Capital, where he perfectioned his bottom-up approach and sharpened his talent for identifying small and mid cap investment opportunities.

His contribution to the industry was recognized in 2016 when he was named Mutual Fund Manager of the Year by Investment Executive, an honor that complements the numerous Lipper awards won by his Funds over the years . Marc holds both a bachelor’s and a master’s degree in finance from the Université de Sherbrooke, as well as the CFA designation

Kimberly Cheong, B. Comm., CIM

Portfolio Manager

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

Richard Guay, MBA, CFA

Senior Vice President, Institutional Markets

Richard Guay is Senior Vice President, Institutional Markets at Montrusco Bolton Investments Inc. Prior to joining the firm 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’s degree from Université du Québec and a master’s degree in finance from Université Laval, as well as the Chartered Financial Analyst (CFA) designation.

Simon Tremblay, CFA, FRM, CMT, CIM, FCSI

Vice-President of Institutional Markets

Simon Tremblay is Vice President Institutional Markets at Montrusco Bolton Investments, leveraging over 20 years of experience in institutional equity sales trading at top Canadian and US investment banks. Before joining Montrusco Bolton in 2025, Simon was a Managing Director, delivering market insights and innovative trading solutions to institutional clients. He began his career as a financial engineer and institutional trader for major Canadian pension funds. Simon holds a BBA from Laval University and Aston Business School, as well as the CFA charter, ESG certificate, FRM, CMT, CIM designations, and is a fellow of the Canadian Securities Institute (FCSI). He is also actively involved in the CFA financial community and chair the CFA Montreal Fintech Committee. A dedicated advocate for sports, Simon actively participates in HIIT, boxing, hockey, skiing, cycling and has contributed as a coach and board member for various sports organizations. He also founded a help fund to support families in need, enabling children to participate in sports.

Glen Turnbull

Senior Manager, Alternative Investments See all team members

Saloua Benkhouya

Vice President, Investments and Services See all team members

Jennifer Cassar

Senior Manager, International Compliance

Jennifer Cassar is Senior Manager, International Compliance at Montrusco Bolton Investments Inc. Prior to joining the firm 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 degree in accounting from Sherbrooke University (Québec). She also holds the CFA Institute Sustainable Investing Certificate and she completed the Partners, Directors, and Senior Officers Course of the Canadian Securities Institute.

Lenia Hernandez

Software Developer See all team members

Hélène Lévesque

Senior Analyst, Fund Accounting See all team members

Patrick Lauzière, MSc, CFA

Assistant Portfolio Manager, Small and Mid-Cap Equities

Patrick Lauzière is Associate Portfolio Manager at Montrusco Bolton Investments Inc., where he plays an active role in the Canadian small- and mid-cap equity strategies.

He holds both a Bachelor’s and a Master’s degree in Finance from HEC Montréal, and is a Chartered Financial Analyst (CFA). Patrick began his career at Montrusco Bolton in 2013 as an intern. He went on to gain valuable investment experience at the National Bank of Canada, Pembroke Management, and Fiera Capital, before rejoining Montrusco Bolton in 2025.

Robert Gwin, MBA

Senior Equity Analyst

Robert Gwinn, who brings more than 15 years of experience supporting international and global equity strategies. Robert previously worked alongside Egor at RMB Capital Management and served as a Senior Analyst for over 10 years at WCM Investment Management, with additional experience in credit analysis and strategic finance.

Robert holds an MBA from the UCLA Anderson School of Management. His background further strengthens the research resources supporting Montrusco Bolton’s International Equity Strategies.

Amanda Ramos

Manager, Regulatory Compliance and Risk

Amanda Ramos is Manager, Regulatory Compliance and Risk at Montrusco Bolton Investments Inc. She is a lawyer (Paris and Quebec Bar) with almost 10 years of experience in the regulatory sector (both in finance and in administration). Prior to joining the company in 2024, Amanda spent three years at Otéra Capital (CDPQ), where she served as Regulatory Compliance Principal Adviser for the North American Real Estate Finance portfolio. Before that, she worked as a lawyer at Osborne Clarke, an international law firm in Paris, litigating and advising on public contracts and regulatory matters in the public sector, having earlier interned at several law firms. Amanda qualified as a lawyer in France in January 2016 and in Quebec in 2024. She holds a bachelor’s degree in law and three master’s degrees: one in administrative business law from the University Paris 1 Panthéon-Sorbonne, one from the Ecole de formation professionnelle des barreaux’s Institute of Public Business Law (“EFB”), and one from the University of Paris 11 (France).

Marc Drolet, FSA, FCIA, CFA, CAIA

Vice President, Head of Client Servicing

Marc Drolet is Vice President, Head of Client Servicing 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 the firm in 2021, 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 Sustainable Investing Certificate. Marc also holds the Chartered Alternative Investment Analyst (CAIA) designation.

Simon Simonian, M.Sc., CFA

Portfolio Manager

Simon Simonian is Portfolio Manager at Montrusco Bolton Investments Inc. and is responsible for the Canadian Equity and Small Cap Equity strategies. Prior to joining the firm in July 2014, Simon 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 Montréal and a Master of Science in Administration specialized in finance from Université Laval. In addition, Simon holds the Chartered Financial Analyst (CFA) designation.

Olivier Barres, B.B.A., CIM

Vice President, Portfolio Manager & 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 before finally assuming responsibility for all bond and money market strategies in 2014. Olivier holds a Bachelor of Business Administration with a specialization in finance from the University of Sherbrooke. He also holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Arda Yapar

Manager, Alternative Investments See all team members

William Tchoudi

Senior Analyst Programmer See all team members

Annie Garneau

Manager, Portfolio Accounting See all team members

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

Senior Equity Analyst

Giacomo (Jack) Maggiore is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in 2017, Jack worked as an analyst at Valsef Capital and as an investment associate at Vestcor Investment Management, namely in alternative investing. Jack graduated with Distinction from Concordia University’s John Molson School of Business, earning a Bachelor of Commerce in Finance, and was inducted Beta Gamma Sigma. He is currently pursuing a Graduate Certificate in Translational Biomedical Engineering from McGill University and holds a Certificate in Pharmaceutical Management from Cornell University. He also holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute and has completed Levels I and II of the CFA program.

Jason Szczepkowski, CAIA, CIM

Vice President, Assistant Head of Client Servicing

Jason Szczepkowski is Vice President, Assistant Head of Client Servicing 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 the firm 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), the Chartered Investment Manager (CIM) designations as well as the CFA Institute Sustainable Investing Certificate.

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, Settlements See all team members

Hilda Andino

Manager, Application Development See all team members

Alia Drouin

Manager, Responsible Investment and Corporate Responsibility

Alia Drouin is Manager, Responsible Investment and Corporate Responsibility at Montrusco Bolton Investments Inc. Prior to joining the firm in 2023, Alia was the Director of Impact Investing at Cycle Capital, where she was responsible for impact measurement and ESG integration. Previously, Alia worked as an Investment Officer for an impact investment fund dedicated to SMEs in Madagascar. She has also worked as a Microfinance Analyst and Social Entrepreneurship Analyst at BNP Paribas in Paris. Alia holds a Bachelor in Business Administration and a master’s degree in Management from ESSEC Business School (France). She also holds an MBA from the Seoul National University (South Korea) as well as the CFA Institute Sustainable Investing Certificate.

Olivier Barres, B.B.A., CIM

Vice President, Portfolio Manager & 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 before finally assuming responsibility for all bond and money market strategies in 2014. Olivier holds a Bachelor of Business Administration with a specialization in finance from the University of Sherbrooke. He also holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Julie St-Germain, CPA auditor

Vice President, Client Servicing

Julie St-Germain is Vice President, Client Servicing at Montrusco Bolton Investments Inc. Julie joined the firm in 2017 as Corporate Controller. She has progressed within the firm to Director of Finance – Alternative Investments (2019) to Vice President, Compliance and Governance (2021) with the added responsibility of Chief Risk Officer in 2022. She then joined the Client Servicing team (2023). She graduated with a Bachelor of Commerce, Major in Accountancy from Concordia University in 2006 and obtained her Chartered Accountant designation in 2008.

Tim Russell, CPA, CA, CFA

Vice President, Client Servicing

Tim Russell is Vice President, Client Servicing at Montrusco Bolton Investments Inc. Prior to joining the firm in 1997, Tim held various account manager positions in commercial and private banking with Scotiabank. 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 Seven, B. Tech., M. Fin.

Senior Equity Analyst

Munjal Seven is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in 2017, he worked as a co-manager and equity analyst for a student-run investment firm, Desautels Capital Management. He holds a bachelor’s degree in technology from Charotar University as well as a Master of Management in Finance from McGill University. He also has completed Levels I and II of the CFA program.

Carine Marcotte, CPA auditor

Manager, Client Servicing

Carine Marcotte is Manager, Client Servicing at Montrusco Bolton Investments Inc. Prior to joining the firm in 2023, she worked in Operations at Caisse de Depot et Placement du Quebec and was an external auditor at KPMG. She graduated with a Bachelor of Commerce, Major in Accounting from McGill University in 2016 and obtained her CPA Auditor designation in 2020.

Loan Tran

Analyst, Portfolio Accounting See all team members

Hugues Ngalani

Databases Administrator See all team members

Romy Cloutier

Manager, Client Servicing

Romy Cloutier is Manager, Client Servicing at Placements Montrusco Bolton Inc. Prior to joining the firm in 2023, Romy held various roles in financial services at TD Bank, State Street and Ivanhoe Cambridge. Romy holds a bachelor’s degree in finance from HEC Montréal and has completed Levels I and II of the CFA Program.

Marie-Josée Rondeau

Associate, Client Servicing See all team members

Alex Cantin-Lagacé

Systems Administrator See all team members

Matthew McNeill, CFA

Senior Equity Analyst

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

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 at Montrusco Bolton Investments Inc. Dina leads all operations sectors, including Finance, Compliance, Governance & Risk Management, Operations, and Information Technology. 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 holds an MBA from McGill University.

Alexis Arquié, CFA

Senior Equity Analyst

Alexis Arquié is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in January 2024, he worked as a senior investment analyst at Mansartis in Paris, covering European equities. He also worked at various investment firms in France, covering both European and U.S. equities and started his career on the sell-side, covering the insurance industry. Alexis earned his master’s degree in finance from ESCP Business School in Paris and holds the Chartered Financial Analyst (CFA) designation.

Michael Bouet, MBA, M. Eng., CIM

Senior Equity Analyst

Michael Bouet is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in 2008 as an analyst covering the industrials sector, Michael worked as a business development specialist at Air Liquide. He also worked as a process/quality engineer at Stelco. Michael holds a bachelor’s and master’s degrees in engineering and an MBA from McGill University and has also obtained the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.

Patrick Laflamme

Associate, Business Development See all team members

Philippe Givel

Independent Board Member, Global Trading and Risk specialist See all team members

Phillip Olivier Ouellet

Technical Support See all team members

Munir Shahin, MBA

Senior Equity Analyst

Munir Shahin is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in 2017, 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).

Marylee How

Assistant Vice President, Data Analytics See all team members

Peter Stusio, MBA, CFA

Senior Equity Analyst

Peter Stusio is Senior Equity Analyst at Montrusco Bolton Investments Inc. Prior to joining the firm in 2016, Peter worked as an associate analyst at National Bank Financial. Peter has a Bachelor of Commerce in Finance from Concordia University as well as an MBA specialized in finance from McGill University and holds the Chartered Financial Analyst (CFA) designation.

John Goldsmith

Head of Canadian Equities

John Goldsmith brings over 25 years of experience in North American equity markets. John is Head of Canadian Equities at Montrusco Bolton Investments Inc. and is the Lead Portfolio Manager for the benchmark aware Canadian Small Cap Fund 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 became a portfolio manager in April 2009. 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 Sustainable Investing Certificate.

Marc-Olivier Fortier, B. Comm.

Head Trader

Marc-Olivier Fortier is Head Trader at Montrusco Bolton Investments Inc. Prior to joining the firm in 2013, 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.

Sylvain Brosseau

Founding Partner & CEO See all team members

Julie Lalonde

Managing Partner See all team members

Mark A. Haas, B. Comm., CIM

Senior Trader

Mark Alexander Haas is Senior Trader at Montrusco Bolton Investments Inc. Prior to joining the firm in 2010, 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.

Anne Bouchard Duchesneau

Institutional Trader

Anne Bouchard Duchesneau is Institutional Trader at Montrusco Bolton Investments Inc. Prior to joining the firm in 2024, Anne worked for several years at Fiera Capital as a global equity trader. Anne holds a Master of science (MSc) – Finance, from HEC Montreal as well as a master’s degree in management specialized in finance from ESCP Business School in Paris.

Méline Garnier

Manager, Marketing and External Communications See all team members

Patrice Ghiro

Senior Analyst, Performance Measurement See all team members

Michael Di Girolamo

Institutional Trader See all team members

Tahar Meridji

Senior Analyst, Data Analytics 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).

Mabel Chan

Analyst, Portfolio Accounting See all team members

JEAN-CLAUDE AYOTTE, CPA

Senior Vice President and Chief Financial Officer (CFO)

Jean-Claude Ayotte is Senior Vice President and Chief Financial Officer at Montrusco Bolton Investments Inc. Jean-Claude worked for the firm from 1988 to 2000 and returned 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, the Canadian Investment Manager course in 1994 and has also completed the Partners, Directors and Senior Officers Course, from the Canadian Securities Institute.