It is with great enthusiasm that Imbeault & Caron Gestion de Patrimoine announces the appointment of Olivier Marquis and Jean-Pierre Cadorette as their newest partners. Experienced investment professionals, Olivier and Jean-Pierre will draw on their diverse expertise in the field of asset management to mainly focus on portfolio management and customer service, but will also contribute to the development and growth of our practice.
« We are delighted to welcome such experienced investment professionals to our team,” said Sylvain Imbeault, senior partner. “Their skills, expertise and personality fit perfectly with our service offering and they are key additions to the depth of our team. »
Biographies
Olivier Marquis brings over 15 years of experience in the field of institutional and retail investment. Prior to joining our firm, Olivier was Vice President and Portfolio Manager at 1832 Asset Management, Scotiabank’s investment manager. He worked in a group responsible for portfolios totaling nearly $ 6 billion invested in various credit-related asset categories. Previously, in 2006, he joined the Ontario Teachers’ Pension Plan as an assistant portfolio manager and analyst. He also worked as a hedge fund and investment analyst specializing in the public and private sectors, for a Quebec research firm. Olivier holds the Chartered Financial Analyst (CFA) designation, a bachelor’s degree in business administration (finance) and a master’s degree in management from HEC Montréal.
Jean-Pierre Cadorette also brings over 15 years of financial markets experience, mainly at an institutional level. Before joining our firm, Jean-Pierre held the position of Vice President and Portfolio Manager at RBC Global Asset Management – PH&N Institutional, Royal Bank’s investment manager. His main responsibilities included the management of institutional investor portfolios and the growth of the Canadian institutional sector. Previously, he worked for four years as Vice President and Portfolio Manager at Scotia Institutional Asset Management, where he led a team responsible for institutional portfolio management and customer service. He was also Vice President – Institutional Sales, Fixed Income at TD Securities for over 6 years. He began his career in research and financial analysis roles at various institutions, including a large Canadian public pension plan. Also holding the CFA designation, Jean-Pierre has a bachelor’s degree in business administration (finance) from the Université du Québec à Trois-Rivières as well as a master’s degree in management from HEC Montréal.
About Imbeault & Caron Gestion de Patrimoine
Imbeault & Caron Gestion de Patrimoine is an independent and integrated financial services firm for individuals and businesses. The firm’s business model is based on the collaboration of several specialized professionals with the common objective of implementing a simple and optimal plan adapted to the reality and specific needs of their clientele. Risk management and long-term planning remain the foundations of the firm’s personalized approach aimed at sound financial health and wealth protection for clients.
For more information
Sylvain Imbeault
Senior partner
Phone: 450.923.1960, ext. 233
info@imbeault-caron.com
John Doe, Intellectual Property Lawyer.
