Karine Turcotte, BBA, D.Fisc, CFA

Portfolio Manager - Partner

Karine received a Bachelor’s Degree in Business Administation, a Certificate in Personal Financial Planning, and a Graduate Certificate in Accounting Practice. She is also a CFA charterholder (Chartered Financial Analyst). In addition to her strong academic background, this ex-athlete in competitive weightlifting has always been on a quest for excellence. Karine sets high standards for herself, and devotes all of her energy to embody the qualities of transparency and accountability, and to provide the personalized service Medici offers.

Before joining Medici, Karine gained more than 10 years of experience as an analyst in the Asset Management division of a major financial institution. Since she joined Medici in 2010, Karine has contributed to many aspects of portfolio management such as advising clients, conducting portfolio reviews, and participating in the investment committee. Karine is also Medici’s compliance officer.

Pierre-Olivier Langevin, CFA

Portfolio Manager - Partner

Pierre-Olivier has been passionate about investing since he was very young, and has managed his own investment portfolio for the last 15 years. Professionally, he started a career in industrial design and worked in a manufacturing company where he learned the basics of continuous improvement. At the same time, Pierre-Olivier began researching fundamental analysis by reading works by Warren Buffett and Philip Fisher. Today, he loves to scrutinize the business models of the world’s most profitable companies.

Since he joined Medici in 2011, Pierre-Olivier’s role has been to analyse the companies held in portfolios, recommend new investment opportunities, and participate in the investment committee. Pierre-Olivier is known for his rigor and his excellent communication skills, and employs these talents in writing articles for Les Affaires and in creating numerous videos.

Eddy Chandonnet, B.A.A., CIM

Portfolio Manager – Partner

Eddy has been passionate about investing for decades: he purchased his first stocks when he was 16, only a few months before the crash of October 1987. That experience helped him develop an acute sense for identifying and evaluating the risks of some companies, an expertise that makes him a vital part of the investment committee. Eddy also works with our clients to evaluate individual needs, determine investment policies, and ensure a personalized follow-through. He also contributes to investment decisions in addition to supervising the management and distribution of assets in client accounts.

Eddy earned a bachelor’s degree in finance from the École des sciences de la gestion (ESG) of the Université du Québec à Montréal, as well as the title of Chartered Investment Manager (CIM).

Aaron Lanni, B.A.A., CFA

Portfolio Manager – Partner

Aaron has distinguished himself thanks to his exceptional analysis skills and his ability to question the decision of company managers. Thanks to his background in accounting studies, he is an expert at scrutinizing the financial statements of outstanding corporations. Before joining Medici, Aaron spent his evenings reading about investing, and even joined an investment club and contributed to a financial blog. Aaron is one of the rare candidates who was able to pass every one of the three CFA exams on the first try, which is no easy feat and proves how passionate he is about investing.

Since he joined Medici in 2015, Aaron’s main responsibilities have been company analysis and research. His goal is to optimize our client portfolios in order to maximize returns and minimize risk.

Philippe Veilleux, B.A.A.

Portfolio Manager – Partner

Philippe holds a bachelor’s degree in business administration, as well as a diploma from the Institut québecois de la planification financière (IQPF). For over ten years, he has worked in different roles in consulting services to individuals, for instance as a wealth management advisor in a major financial institution. He is passionate about portfolio management and invests personally on the stock market as well as in real estate.

Philippe’s role at Medici is to support portfolio managers in their tasks and to contribute to maintain an exceptional customer service. In his work supporting the portfolio managers, Philippe also helps clients reach their financial goals.

Yannick Clérouin, B.A., CIM

Portfolio Manager – Partner

Yannick studied journalism and has been one of the principal analysts of financial and economic news in Quebec for the last 16 years, during which he worked as the content director and stock market columnist for the periodical Les Affaires. For four years, Yannick also collaborated as a personal finances columnist for the radio show L’Heure des comptes on Radio-Canada. He also collaborated on the TV show RDI Économie for six years. More recently, he has written personal finance columns for VERO magazine. As an avid reader and an independent investor for over 20 years, Yannick has developed an advanced expertise in North American companies, as well as in the inner workings of financial markets. In 2017, Yannick received an honourable mention as part of the Award for Excellence in Investment Journalism presented by the Portfolio Management Association of Canada.

With Medici, Yannick’s mission is to support the portfolio management team regarding the personalized services to clients. He contributes to Medici’s appearances in different media outlets and helps prepare the firm’s communication tools.

Carl Benjamin, B.A.A.

Portfolio Manager – Partner

With over a decade in investing behind him, Carl utilizes his experience to sensibly allocate securities in our client accounts, and he is also responsible for Medici’s accounting. Carl has demonstrated an exemplary customer service at every step of his professional career.

Before joining Medici, Carl worked for over five years as a manager in a major insurance company, where he supported a team of portfolio managers. Carl received an undergraduate degree in business management with a focus in accounting. He is currently undergoing the necessary training to obtain the title of Chartered Investment Manager (CIM).

Lucas Blouin, B.A.A., D.E.S.S., CPA

Portfolio Manager

Lucas Blouin holds a bachelor's degree in business administration from Université ́ Laval, a 2nd-cycle diploma in accounting and the title of CPA auditor from the Ordre des CPA du Québec. He is also actively involved in the process of obtaining the CFA designation.

From the age of 18, Lucas was looking to buy his first shares, despite a recalcitrant financial advisor discouraging him from taking action. For several years, he has been managing his own portfolio of stock market investments.

Prior to joining Medici as an analyst, Lucas worked at the accounting firms Raymond Chabot Grant Thornton and Ernst & Young. His expertise in accounting gives him a strong asset in the evaluation, monitoring and recommendations of fixed-income securities.

Tania Strebel, B.A.A., CIM

Portfolio Manager

Tania Strebel holds a Bachelor's degree in Finance from the University of Ottawa as well as the title of Chartered Investment Manager (CIM).

For over five years, she has been assisting Medici's clients in achieving their financial goals through annual reviews, the development of financial plans, and personalized advice throughout the year.

Gabriel Asselin

Portfolio Manager, B.A.A., CFA (Chartered Financial Analyst)

Gabriel Asselin is a Chartered Financial Analyst (CFA) and a finance bachelor from the Université Laval.

Before joining Medici in 2021, Gabriel acquired over five years of experience as a financial analyst in surety for an insurance company. These years have also allowed him to learn more about the business world. Passionate about investing, Gabriel has a strong desire to learn and understand everything around him. He also manages his own portfolio.

Assisting Medici’s portfolio managers, Gabriel meets and advises clients to help them achieve their financial goals.

Charles-Antoine Bérubé

Analyst

Charles-Antoine Bérubé is a financial analyst. He works on the team responsible for business research and analysis. He also contributes to building and managing portfolios for clients.

Before joining Medici, Charles-Antoine worked for two years in the venture capital and investment funds team at Investissement Québec. He also worked for 18 months as a Business Valuator Analyst at MNP. He gained six years of experience at National Bank, where he participated in the compliance assessment of mortgage loans.

Charles-Antoine holds a bachelor's degree in business administration with a concentration in finance from ESG UQAM. He is studying for the Chartered Investment Manager (CIM) designation.

Étienne Boulonne, CIM

Trading Coordinator

With saving is a priority, Etienne has always found it essential to put money aside for his future. Having worked as member of a customer service team in the banking industry before joining Medici, Etienne has successfully shared his vision. Chartered Investment Manager, Étienne got his bachelor’s degree recipient in finance from HEC Montréal, and the investment world has always interested him greatly. That’s why he’s making a career out of it. Since the age of 20, he has managed his investment portfolio, giving him a head start in his position as Trading Coordinator at Medici. He aspires to progress within the team to become a portfolio manager.

Christine Morin

Administrative assistant

Christine supports the Medici team in all its administrative tasks. She is often the first point of contact with our customers in order to help them with transfers, withdrawals, etc. With new customers, she is responsible for opening accounts and proceeding with the necessary follow-through to ensure that all transfers are completed in a timely way. At all times, she ensures that clients are kept informed about ongoing processes.

Before joining Medici, Christine acquired over 10 years of experience with Penson Canada, a provider of trust services for portfolio managers.

Amélie Babcock

Administrative assistant

Passionate about customer service, Amélie worked in the gastronomy sector before becoming interested in the world of finance. She started in one of Canada's major banks and then joined an insurance and investment firm.

Amélie joined the Medici team to offer unparalleled service to our clients and administrative support to portfolio managers. She also takes the opportunity to perfect her knowledge of the investment world.

Megan Robert

Administrative assistant

Megan joined Medici in 2022 after completing an internship with our administrative team. Megan has a multidisciplinary profile. She has just completed her bachelor's degree in finance at ESG UQAM and aims to start the CFA journey to become a portfolio manager. Megan also obtained a diploma as a sommelier from the ITHQ in 2019. She has worked part-time in the restaurant industry ever since. Megan's internship at Medici in the summer of 2022 confirmed her passion for investment and the team. She says there is a remarkable parallel between culinary art and what we do at Medici. These are two very different environments, but with a common goal: to care for people.