Karine Turcotte, BBA, D.Fisc, CFA, Pl. Fin.

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 interested in investing since a very young age and has been actively managing his own portfolio for over twenty years. His path doesn't follow the traditional academic route in finance: he began his career as an industrial designer within manufacturing companies, where he developed a concrete understanding of business models, operations, and continuous improvement strategies.

At the same time, he discovered fundamental analysis through the writings of Warren Buffett and Philip Fisher. This approach permanently shaped his understanding of investing as a means of owning high-quality businesses and creating long-term value.

Pierre-Olivier joined Medici in 2011. His role involves analyzing portfolio holdings, recommending new investment opportunities, and participating on the investment committee. Over the years, he has become increasingly involved in decisions affecting the firm's strategic direction and development.

Recognized for his rigour and communication skills, he regularly contributes to Medici's visibility by writing articles for Les Affaires and creating videos in which he presents the firm's investment approach and principles.

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. 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., CIM, F. Pl.

Portfolio Manager – Partner

Philippe, a graduate in Business Administration, is also a Financial Planner (F.Pl.) and a Chartered Investment Manager (CIM). For over 15 years, he has held various advisory service positions for individuals in the financial sector.

From the age of 18, he became interested in fundamental investors like Warren Buffett, Philip Fisher, and Peter Lynch, aiming to perfect his investment knowledge. His passion for portfolio management led him directly to Medici, where he has been serving our clients since 2017.

As a portfolio manager, Philippe helps our clients make informed financial decisions during annual portfolio reviews and while preparing financial plans. He also stands out for his ability to demystify complex personal finance and investment concepts for the benefit of our clients and the public.

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 25 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.B.A., CPA, CFA

Portfolio Manager

From age 18, Lucas Blouin set out to buy his first stocks, despite a reluctant financial advisor who tried to dissuade him. He nevertheless chose to manage his investment portfolio independently for many years before joining Medici. Even today, he maintains a keen passion for analyzing businesses and financial markets.

Lucas holds a bachelor's degree in business administration from Université Laval, a graduate diploma in accounting, as well as the CFA and CPA auditor designations from the Ordre des CPA du Québec.

Before joining Medici as an analyst, he worked at the accounting firms Raymond Chabot Grant Thornton and Ernst & Young. His past experiences in accounting provide him with a valuable asset in taxation, as well as a solid ability to evaluate and analyze investments.

As a Portfolio Manager, Lucas leverages his expertise to benefit Medici's clients by supporting them in their financial decisions and helping them better understand their investments.

Tania Strebel, B.A.A., CIM, F. Pl.

Portfolio Manager

Tania Strebel holds a bachelor's degree in finance from the University of Ottawa, the Chartered Investment Manager (CIM) designation, and the Financial Planner (Pl. Fin.) designation.

Since 2019, she has been supporting Medici's clients in achieving their financial goals through annual reviews, financial plan development, 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, B.B.A., CIM

Associate Portfolio Manager

Charles-Antoine Bérubé is a financial analyst. He works within the team responsible for research and business analysis. He also contributes to portfolio construction and management for clients.

Before joining Medici, Charles-Antoine worked for two years on the venture capital and investment fund team at Investissement Québec. He worked for 18 months as a business valuation analyst at MNP. He also gained six years of experience at National Bank, where he participated in assessing mortgage loan compliance.

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

Étienne Boulonne, B.B.A., CIM

Associate Portfolio Manager

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 he was 20 years old, he has managed his investment portfolio himself, which gives him an edge in his position as a negotiation coordinator at Medici. Placing great value on guiding clients toward achieving their personal and financial goals, Étienne continues his journey in portfolio management.

Azur Plante, B.A.A.

Trading Coordinator

Holding a specialized Bachelor’s degree in Finance from HEC Montreal, Azur sought a role combining his passion for investment with a constant focus on generating the best results for clients. Building on his experience with HEC Montréal’s delegation in several major academic competitions, including the prestigious Jeux du Commerce, Azur is ready to take on new challenges with the Medici team. He has begun pursuing his CFA designation, an essential step toward his portfolio management ambitions.

Timothé Picard, B.B.A.

Trading Coordinator

Passionate about investing, Timothé has been managing his own portfolio since he was 18 years old. He enjoys following the evolution of businesses. As trading coordinator, he works closely with the trading team to ensure proper execution of transactions in client accounts. Timothé holds a bachelor's degree in finance from the University of Sherbrooke. He also holds his Trader Training Course and is studying to obtain his Chartered Investment Manager (CIM) designation.

Christine Morin - Partner

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 joined the Medici team over five years ago, after working in the financial sector at a major banking institution and with an independent firm, notably as a mutual fund representative and financial security advisor.

On a daily basis, she provides administrative support to portfolio managers and ensures exceptional client service. She also participates in welcoming and supporting new talent and interns during their integration.

She is currently pursuing her studies to obtain the Chartered Investment Manager (CIM) designation.

Megan Robert, B.B.A.

Associate Portfolio Manager

Megan joined Medici in 2022 after completing an internship with the administrative team. This internship confirmed her passion for investing and for the team. Megan has a multidisciplinary profile. She holds a bachelor's degree in finance from ESG UQAM and is progressing through the CFA program with the goal of becoming a portfolio manager.

At the same time, Megan obtained a diploma in sommelier studies from ITHQ in 2019 and has pursued part-time work in the restaurant industry. In her view, the culinary arts and what we do at Medici have much in common. They are two very different fields, but with an identical purpose: taking care of people.

Séverine Pucar, B.A.A.

Administrative assistant

Holder of a bachelor's degree in business administration with a specialization in finance and a minor in marketing, Séverine joined Medici in 2024 as part of an internship that confirmed her strong interest in the field of investing.
Involved in university associations during her studies, she also gained relevant experience in the financial services and insurance sectors before joining Medici. She is currently pursuing her studies to obtain the Chartered Investment Manager (CIM) designation.

Gabriel Ouellet

Administrative assistant

Passionate about customer service, Gabriel worked for two years in administration at a major financial institution before joining our team. Coming from a family of entrepreneurs, Gabriel has long been interested in the business world. This interest led him to complete a diploma in business management. A big sports fan, he is a devoted supporter of the Montreal Canadiens.

Clara Piras

Administrative assistant

Clara is passionate about helping people, as demonstrated by her 10+ years of customer service experience in retail. She joined our team with the goal of providing excellent service with a human and personalized approach. She works closely with the portfolio managers across various administrative areas. Finance has always intrigued her, and she seized the opportunity to pursue her goals by joining the Medici team. Having started painting before writing, she still loves exploring her artistic side, which has flourished over time.