Daily

I serve as Executive Chairman of the Board and Chief Investment Officer of the COTE 100 team. I oversee and actively participate in all research activities as well as in portfolio management. I regularly publish a blog on our COTE 100+ platform and share my opinion in the Les Affaires publication. 

Outside COTE 100

My free time is devoted to my family (my wife and I have two children) and my passion for tennis. In recent years, I returned to the love of my youth by participating in several international tennis tournaments.

Daily

As Portfolio Manager and Chief Compliance Officer, I am actively involved in asset management and allocation, in addition to being responsible for research and analysis on the Canadian market. I also participate in the production of the COTE 100+ Financial Bulletin. 

Outside COTE 100

Father of six children, my weekends are punctuated by sports, cultural activities and water polo sessions, a passion that I’ve cultivated for 30 years.

Daily

I monitor and analyze portfolio securities and look for new investment opportunities. I also participate in drafting texts published on the COTE 100+ platform. Finally, I develop and improve various analysis and research tools.

Outside COTE 100

Father of twins, my free time fluctuates between playing with family and reading stories. A hockey buff, I never miss an opportunity to support the Montreal Canadiens. A personal goal? Attend a Habs match in all the cities of the National Hockey League. 

Daily

As a financial analyst, I monitor and analyze portfolio securities and seek out new investment opportunities. I also participate in the drafting of the COTE 100+ Financial Bulletin.

Outside COTE 100

In my spare time, I practise several sports. I particularly enjoy playing golf with my family and friends. Also, I like to immerse myself in books about history and the business world.

Daily

As a portfolio manager, I assess clients’ needs, implement their investment policy, and actively manage and monitor their portfolios.

Outside COTE 100

A mother of two teenagers, I enjoy golfing in the summer and the ski slopes in the winter with my boys and my husband. I also like to organize good meals and share precious moments with family and friends.

Daily

As a portfolio manager, I determine clients’ needs and propose an investment policy corresponding to their needs and expectations. I also do regular follow-ups with clients as well as various tasks related to the daily management of accounts.

Outside COTE 100

I enjoy the outdoors and use my free time to cycle and hike..

Daily

As a portfolio manager my role is to evaluate clients’ needs in order to offer them an investment policy in line with their requirements. I also manage customer follow-ups and support the teams in defining the various tasks related to the daily management of accounts. 

Outside COTE 100

A father of two young children, I spend my free time with my family around outdoor activities and walks with the grandparents. A fan of sports, especially basketball and volleyball, I like to enjoy a good game with my friends.

Daily

I determine the needs of the clients and propose an investment policy that corresponds to their requirements. I ensure regular follow-ups with them and am involved in carrying out various related tasks related to the daily management of the accounts. 

Outside COTE 100

I spend my free time fishing and tasting micro-brewery beer on the weekends. Passionate about reading, I love to read detective novels.

Daily

As a portfolio manager, I contribute to the portfolio management team in supporting existing clients. I am also responsible for supporting new English-speaking clients, part of COTE 100’s growing business.

Outside COTE 100

A mother of four, I enjoy the outdoors with my family, traveling in the summer and skiing in the winter.
 

Daily

I make sure to fully understand the needs and concerns of our clients to propose an investment policy that corresponds to their situation. I also perform various other tasks related to day-to-day account management.

Outside COTE 100

Proud dad of a young daughter, I devote most of my time to family activities and outdoor walks. When time permits, I enjoy reading and physical training.

Daily

As client manager for our Management Consulting service customers, I take care of the research and follow-up necessary to determine which fund best matches the profile of each client. In addition, I support the management team in various tasks related to the daily management of accounts.

Outside COTE 100

Father of two young boys, I spend most of my time with my family. We love walks in the Parc National du Mont-Saint-Bruno with friends. As a golf fan in the summer and a hockey player in the winter, I like to venture out on the outdoor rinks to get some skating.

Daily

I am the administrative director. I am responsible for the administration of the various services offered by COTE 100. I supervise the accounting of the COTE 100 Funds as well as the administration of customer accounts. My role is also to oversee the day-to-day administration of compliance and the application of governance best practices within the firm. 

Daily

My main functions within the company are to carry out the administration/back office of private wealth accounts, to participate in the monitoring of operations as a compliance agent and to coordinate the production of COTE 100's quarterly reports.

Daily

I act as an assistant to the portfolio managers. I collaborate with the business development team in welcoming new clients, support the portfolio managers in their work and contribute to all aspects of the administrative tasks. 

Outside COTE 100

I love outdoor sports, especially road cycling, which I regularly practice on weekends. In winter, I enjoy the ski slopes with my family and friends.

Daily

I perform the functions of assistant to the portfolio managers within the administration and compliance team. As such, I work closely with the managers, acting as a resource person for their clients. 

Outside COTE 100

I am very interested in sports and nutrition. In my spare time, I like to cook healthy meals with my three children. A fan of outdoor activities, I take advantage of the sunny days to stroll on Mont Saint-Bruno with my family. Playing various board games is also one of our favorite family pastimes.

Daily

I act as an assistant to the portfolio managers. I work with the vice-president, business development in welcoming new clients and supporting managers in their daily work. I also contribute to all aspects on the administrative side. 

Outside COTE 100 

I really enjoy spending time with my family. I especially enjoy taking walks with my dog. 

Daily

My role as assistant to the portfolio managers consists of welcoming new clients and supporting the managers as a resource person for their clientele, the goal being to offer everyone exemplary service in the performance of my various administrative tasks.

Outside COTE 100

More personally, I love to travel and discover new horizons. Spending beautiful moments with my family and friends is really what makes me happiest!

Daily

As President and Chief Operating Officer, I oversee the management committee as well as the day-to-day administration of all of the firm's activities. In particular, I put in place concrete solutions to contribute to the growth of the firm's assets under management.

Outside COTE 100

I have three great passions: business management, family and tennis. A professional tennis player in my youth, I have been a member of the Tennis Canada board for several years. Like the management of COTE 100, tennis has always been a family affair. I like to take advantage of my weekends to share my passions with my children.

Daily

As vice-president, Business Development, my objective is to build our distinctive brand and build COTE 100’s private management clientele. I’m responsible for the positioning of our service offering, the presentation to prospective clients and welcoming new clients, as well as managing a few portfolios. 

Outside COTE 100

A father of three, I spend my weekends between family activities, coaching, and skiing and golfing. Passionate about art in all its forms, I sit on the board of directors of the Marie Chouinard dance company.