Glen Cooper, B.Comm.

Portfolio Manager

Glen graduated from Concordia University with a Bachelor of Commerce and a major in Finance. He has been helping clients reach their goals and objectives for over 20 years and specialises in investment consulting and tailored asset allocation strategies. His knowledge of the fixed income market is unparalleled and he is highly regarded as an expert in the financial services industry.

As an avid reader, Glen is continuously seeking new opportunities to better serve our clients. He is particularly focused on learning about innovative, yet prudent, investment solutions.

Jacinthe Bouchard, B.Comm., FCSI, F.Pl.

Portfolio Manager, Senior Investment Advisor

Drawing on two decades of industry experience, Jacinthe is a Fellow of the Canadian Securities Institute (FCSI) and a financial planner. Her unique ability to see the big picture combined with her in-depth knowledge of pension plans and social benefits enables her to provide a total solution that encompasses each life phase of our clients.

Jacinthe is deeply committed to her community as she holds a number of board memberships and participates in many hands-on community service projects.

Jean François Mathieu

Investment Advisor

Jean-François holds a Bachelor’s degree from HEC Montréal with a major in Finance. He is fastidious about ensuring that our clients receive exceptional levels of service. His responsibilities include the preparation of portfolio reviews, market research and analysis, reporting, trade execution, and the monitoring of comprehensive investment plans.

Jean-François leverages a vast network of multi-disciplinary professionals which enables us to go beyond investment solutions and address our clients’ broader needs.

Elissa Donolo, B.Comm.

Client Service Associate

Melissa Piccolo, B.Comm.

Administration Assistant