About

Our origins

Medici Strategic Portfolio Management was founded at the end of 2008 by Carl Simard and Dany Foster. Carl had the opportunity to meet many financial advisors when he worked as a partner for StockPointer, and at the time he noticed that many players in this industry ignored fundamental analysis, which had long been used by legendary investors. Carl also decried the lack of accountability and transparency of many financial advisors towards their clients. After a period of consideration, Carl and Dany founded Medici in order to offer the kind of service they would’ve wanted to receive as clients of a portfolio management firm.

Our approach

Today, over four hundred families and organizations entrust the management of their assets to Medici. Medici’s private management approach means that the entire team offers a highly personalized service based on transparency and accountability. Our managers take care of clients in the same way that they would like to be treated, and they invest their own personal money in the same securities that they purchase for their clients. Every year, our team meets clients on an individual basis to ensure that their objectives are met.

Learn more about Medici’s guiding principles

The team

Carl Simard , B.Sc.Act., MBA, CFA

Carl Simard , B.Sc.Act., MBA, CFA

President and Portfolio Manager Co-Founder of Medici

After obtaining his diploma in Actuarial Science from Laval University, Carl Simard earned an MBA, followed by the title of CFA (Chartered Financial Analyst). Over a period of 30 years working in the world of corporate finance, he acquired vast amounts of business knowledge by occupying key roles in the high management of private and public companies in Canada and the US. He carried out a number of major sales transactions and evaluated investment opportunities, totalling tens of millions of dollars.

As a portfolio manager, Carl’s customers benefit from his experience both as an investor and a businessperson. His reputation, based on integrity and rigor, naturally became the keystone of Medici’s own culture. His shrewd analyses of corporations combined with in-depth research, as well as his outspoken opinions, have led Carl Simard to become a sought-after contributor for different media outlets (Les Affaires, La Presse, Le Soleil, CBC Radio-Canada, Canal Argent).

Carl Simard , B.Sc.Act., MBA, CFA

President and Portfolio Manager Co-Founder of Medici

Dany Foster, B.A.

Dany Foster, B.A.

Vice President—Marketing & Partner Co-Founder of Medici

Dany collaborated for many years as a specialist in human resource management and communications in IT companies, and for almost eight years she held the position of Director of Human Resources in an accounting firm. Her versatility led her to develop many projects in the business world and to draw connections between human relations, communication, and corporate strategy. Her education in psychology at Sherbrooke University also contributed to her sensitivity towards individual needs.

At Medici, her role is to develop innovative business strategies and marketing activities that meet the specific needs and interests of a diverse clientele. Her distinct interpersonal skillset and her commercial creativity have led her to become an indispensable asset in order to make the world of finance more intelligible to clients.

Dany Foster, B.A.

Vice President—Marketing & Partner Co-Founder of Medici

Karine Turcotte, BBA, D.Fisc, CFA

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.

Karine Turcotte, BBA, D.Fisc, CFA

Portfolio Manager - Partner

Pierre-Olivier Langevin, CFA

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.

Pierre-Olivier Langevin, CFA

Portfolio Manager - Partner

Eddy Chandonnet, B.A.A., CIM

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).

Eddy Chandonnet, B.A.A., CIM

Portfolio Manager – Partner

Aaron Lanni, B.A.A., CFA

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.

Aaron Lanni, B.A.A., CFA

Portfolio manager - Partner

Philippe Veilleux, B.A.A.

Philippe Veilleux, B.A.A.

Financial Advisor

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.

Philippe Veilleux, B.A.A.

Financial Advisor

Yannick Clérouin, B.A.

Yannick Clérouin, B.A.

Financial Advisor

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 TV 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.

Yannick Clérouin, B.A.

Financial Advisor

Carl Benjamin, B.A.A.

Carl Benjamin, B.A.A.

Management Assistant

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).

Carl Benjamin, B.A.A.

Management Assistant

Christine Morin

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.

Christine Morin

Administrative assistant

Get in touch with one of our portfolio managers

Enter your contact information here