{"id":895,"date":"2018-03-20T15:46:53","date_gmt":"2018-03-20T19:46:53","guid":{"rendered":"http:\/\/gpsmedici.ca\/a-propos\/"},"modified":"2026-02-12T12:20:42","modified_gmt":"2026-02-12T17:20:42","slug":"about-2","status":"publish","type":"page","link":"https:\/\/gpsmedici.ca\/en\/about-2\/","title":{"rendered":"About"},"content":{"rendered":"

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About<\/h1>\n

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Our origins<\/h2>\n

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\u2019ve wanted to receive as clients of a portfolio management firm.<\/p>\n

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Our approach<\/h2>\n

Today, over 1000 families and organizations entrust the management of their assets to Medici. Medici\u2019s 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.<\/p>\n

Learn more about Medici\u2019s guiding principles<\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row full_width=”stretch_row” el_class=”row-fluid-pad” css=”.vc_custom_1521578337726{background-color: #f9faf2 !important;}”][vc_column][vc_column_text]<\/p>\n

The team<\/h3>\n

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Carl Simard , B.Sc.Act., MBA, CFA<\/h4>\n

President and Portfolio Manager Co-Founder of Medici<\/p>\n

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.<\/p>\n

As a portfolio manager, Carl\u2019s 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\u2019s 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).<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Carl Simard , B.Sc.Act., MBA, CFA<\/h2>\n

President and Portfolio Manager Co-Founder of Medici<\/p>\n <\/div>\n

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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.<\/p>\n

As a portfolio manager, Carl\u2019s 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\u2019s 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).<\/p>\n <\/div>\n

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Carl Simard , B.Sc.Act., MBA, CFA<\/h2>\n

President and Portfolio Manager Co-Founder of Medici<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Dany Foster, B.A.<\/h4>\n

Vice President\u2014Marketing & Partner Co-Founder of Medici<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Dany Foster, B.A.<\/h2>\n

Vice President\u2014Marketing & Partner Co-Founder of Medici<\/p>\n <\/div>\n

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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.<\/p>\n

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.<\/p>\n <\/div>\n

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Dany Foster, B.A.<\/h2>\n

Vice President\u2014Marketing & Partner Co-Founder of Medici<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Karine Turcotte, BBA, D.Fisc, CFA, Pl. Fin.<\/h4>\n

Portfolio Manager - Partner<\/p>\n

Karine received a Bachelor\u2019s 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.<\/p>\n

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\u2019s compliance officer.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Karine Turcotte, BBA, D.Fisc, CFA, Pl. Fin.<\/h2>\n

Portfolio Manager - Partner<\/p>\n <\/div>\n

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Karine received a Bachelor\u2019s 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.<\/p>\n

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\u2019s compliance officer.<\/p>\n <\/div>\n

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Karine Turcotte, BBA, D.Fisc, CFA, Pl. Fin.<\/h2>\n

Portfolio Manager - Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Pierre-Olivier Langevin, CFA<\/h4>\n

Portfolio Manager - Partner<\/p>\n

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Pierre-Olivier Langevin, CFA<\/h2>\n

Portfolio Manager - Partner<\/p>\n <\/div>\n

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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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n

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Pierre-Olivier Langevin, CFA<\/h2>\n

Portfolio Manager - Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Eddy Chandonnet, B.A.A., CIM<\/h4>\n

Portfolio Manager \u2013 Partner<\/p>\n

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.<\/p>\n

Eddy earned a bachelor\u2019s degree in finance from the \u00c9cole des sciences de la gestion (ESG) of the Universit\u00e9 du Qu\u00e9bec \u00e0 Montr\u00e9al, as well as the title of Chartered Investment Manager (CIM).<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Eddy Chandonnet, B.A.A., CIM<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n

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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.<\/p>\n

Eddy earned a bachelor\u2019s degree in finance from the \u00c9cole des sciences de la gestion (ESG) of the Universit\u00e9 du Qu\u00e9bec \u00e0 Montr\u00e9al, as well as the title of Chartered Investment Manager (CIM).<\/p>\n <\/div>\n

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Eddy Chandonnet, B.A.A., CIM<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Aaron Lanni, B.A.A., CFA<\/h4>\n

Portfolio Manager \u2013 Partner<\/p>\n

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.<\/p>\n

Since he joined Medici in 2015, Aaron\u2019s main responsibilities have been company analysis and research. His goal is to optimize our client portfolios in order to maximize returns and minimize risk.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Aaron Lanni, B.A.A., CFA<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n

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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.<\/p>\n

Since he joined Medici in 2015, Aaron\u2019s main responsibilities have been company analysis and research. His goal is to optimize our client portfolios in order to maximize returns and minimize risk.<\/p>\n <\/div>\n

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Aaron Lanni, B.A.A., CFA<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Philippe Veilleux, B.A.A., CIM, F. Pl.<\/h4>\n

Portfolio Manager \u2013 Partner<\/p>\n

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

Philippe\u2019s 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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Philippe Veilleux, B.A.A., CIM, F. Pl.<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n

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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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

Philippe\u2019s 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.<\/p>\n <\/div>\n

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Philippe Veilleux, B.A.A., CIM, F. Pl.<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Yannick Cl\u00e9rouin, B.A., CIM<\/h4>\n

Portfolio Manager \u2013 Partner<\/p>\n

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\u2019Heure des comptes on Radio-Canada. He also collaborated on the TV show RDI \u00c9conomie 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.<\/p>\n

With Medici, Yannick\u2019s mission is to support the portfolio management team regarding the personalized services to clients. He contributes to Medici\u2019s appearances in different media outlets and helps prepare the firm\u2019s communication tools.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Yannick Cl\u00e9rouin, B.A., CIM<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n

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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\u2019Heure des comptes on Radio-Canada. He also collaborated on the TV show RDI \u00c9conomie 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.<\/p>\n

With Medici, Yannick\u2019s mission is to support the portfolio management team regarding the personalized services to clients. He contributes to Medici\u2019s appearances in different media outlets and helps prepare the firm\u2019s communication tools.<\/p>\n <\/div>\n

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Yannick Cl\u00e9rouin, B.A., CIM<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Carl Benjamin, B.A.A.<\/h4>\n

Portfolio Manager \u2013 Partner<\/p>\n

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\u2019s accounting. Carl has demonstrated an exemplary customer service at every step of his professional career.<\/p>\n

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).<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Carl Benjamin, B.A.A.<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n

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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\u2019s accounting. Carl has demonstrated an exemplary customer service at every step of his professional career.<\/p>\n

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).<\/p>\n <\/div>\n

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Carl Benjamin, B.A.A.<\/h2>\n

Portfolio Manager \u2013 Partner<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Lucas Blouin, B.B.A., CPA, CFA<\/h4>\n

Portfolio Manager<\/p>\n

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.<\/p>\n

Lucas holds a bachelor's degree in business administration from Universit\u00e9 Laval, a graduate diploma in accounting, as well as the CFA and CPA auditor designations from the Ordre des CPA du Qu\u00e9bec.<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Lucas Blouin, B.B.A., CPA, CFA<\/h2>\n

Portfolio Manager<\/p>\n <\/div>\n

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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.<\/p>\n

Lucas holds a bachelor's degree in business administration from Universit\u00e9 Laval, a graduate diploma in accounting, as well as the CFA and CPA auditor designations from the Ordre des CPA du Qu\u00e9bec.<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n

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Lucas Blouin, B.B.A., CPA, CFA<\/h2>\n

Portfolio Manager<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Tania Strebel, B.A.A., CIM, F. Pl.<\/h4>\n

Portfolio Manager<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

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Tania Strebel, B.A.A., CIM, F. Pl.<\/h2>\n

Portfolio Manager<\/p>\n <\/div>\n

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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.<\/p>\n

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.<\/p>\n <\/div>\n

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Tania Strebel, B.A.A., CIM, F. Pl.<\/h2>\n

Portfolio Manager<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

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Gabriel Asselin<\/h4>\n

Portfolio Manager, B.A.A., CFA (Chartered Financial Analyst)<\/p>\n

Gabriel Asselin is a Chartered Financial Analyst (CFA) and a finance bachelor from the Universit\u00e9 Laval.<\/p>\n

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.<\/p>\n

Assisting Medici\u2019s portfolio managers, Gabriel meets and advises clients to help them achieve their financial goals.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Gabriel\n <\/div>\n
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<\/div>\n

Gabriel Asselin<\/h2>\n

Portfolio Manager, B.A.A., CFA (Chartered Financial Analyst)<\/p>\n <\/div>\n

\n
\n

Gabriel Asselin is a Chartered Financial Analyst (CFA) and a finance bachelor from the Universit\u00e9 Laval.<\/p>\n

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.<\/p>\n

Assisting Medici\u2019s portfolio managers, Gabriel meets and advises clients to help them achieve their financial goals.<\/p>\n <\/div>\n

\n
<\/div>\n

Gabriel Asselin<\/h2>\n

Portfolio Manager, B.A.A., CFA (Chartered Financial Analyst)<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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Charles-Antoine B\u00e9rub\u00e9, B.B.A., CIM<\/h4>\n

Associate Portfolio Manager<\/p>\n

Charles-Antoine B\u00e9rub\u00e9 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.<\/p>\n

Before joining Medici, Charles-Antoine worked for two years on the venture capital and investment fund team at Investissement Qu\u00e9bec. 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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Charles-Antoine\n <\/div>\n
\n
<\/div>\n

Charles-Antoine B\u00e9rub\u00e9, B.B.A., CIM<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n

\n
\n

Charles-Antoine B\u00e9rub\u00e9 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.<\/p>\n

Before joining Medici, Charles-Antoine worked for two years on the venture capital and investment fund team at Investissement Qu\u00e9bec. 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.<\/p>\n

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.<\/p>\n <\/div>\n

\n
<\/div>\n

Charles-Antoine B\u00e9rub\u00e9, B.B.A., CIM<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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\u00c9tienne Boulonne, B.B.A., CIM<\/h4>\n

Associate Portfolio Manager<\/p>\n

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, \u00c9tienne got his bachelor\u2019s degree recipient in finance from HEC Montr\u00e9al, and the investment world has always interested him greatly. That\u2019s why he\u2019s 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, \u00c9tienne continues his journey in portfolio management.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"\u00c9tienne\n <\/div>\n
\n
<\/div>\n

\u00c9tienne Boulonne, B.B.A., CIM<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n

\n
\n

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, \u00c9tienne got his bachelor\u2019s degree recipient in finance from HEC Montr\u00e9al, and the investment world has always interested him greatly. That\u2019s why he\u2019s 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, \u00c9tienne continues his journey in portfolio management.<\/p>\n <\/div>\n

\n
<\/div>\n

\u00c9tienne Boulonne, B.B.A., CIM<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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Azur Plante, B.A.A.<\/h4>\n

Trading Coordinator<\/p>\n

Holding a specialized Bachelor\u2019s 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 Montr\u00e9al\u2019s 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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Azur\n <\/div>\n
\n
<\/div>\n

Azur Plante, B.A.A.<\/h2>\n

Trading Coordinator<\/p>\n <\/div>\n

\n
\n

Holding a specialized Bachelor\u2019s 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 Montr\u00e9al\u2019s 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.<\/p>\n <\/div>\n

\n
<\/div>\n

Azur Plante, B.A.A.<\/h2>\n

Trading Coordinator<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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Timoth\u00e9 Picard, B.B.A.<\/h4>\n

Trading Coordinator<\/p>\n

Passionate about investing, Timoth\u00e9 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. Timoth\u00e9 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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Timoth\u00e9\n <\/div>\n
\n
<\/div>\n

Timoth\u00e9 Picard, B.B.A.<\/h2>\n

Trading Coordinator<\/p>\n <\/div>\n

\n
\n

Passionate about investing, Timoth\u00e9 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. Timoth\u00e9 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.<\/p>\n <\/div>\n

\n
<\/div>\n

Timoth\u00e9 Picard, B.B.A.<\/h2>\n

Trading Coordinator<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Christine Morin - Partner<\/h4>\n

Administrative assistant<\/p>\n

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.<\/p>\n

Before joining Medici, Christine acquired over 10 years of experience with Penson Canada, a provider of trust services for portfolio managers.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Christine\n <\/div>\n
\n
<\/div>\n

Christine Morin - Partner<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n

\n
\n

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.<\/p>\n

Before joining Medici, Christine acquired over 10 years of experience with Penson Canada, a provider of trust services for portfolio managers.<\/p>\n <\/div>\n

\n
<\/div>\n

Christine Morin - Partner<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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Am\u00e9lie Babcock<\/h4>\n

Administrative assistant<\/p>\n

Passionate about customer service, Am\u00e9lie 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.<\/p>\n

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.<\/p>\n

She is currently pursuing her studies to obtain the Chartered Investment Manager (CIM) designation.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Am\u00e9lie\n <\/div>\n
\n
<\/div>\n

Am\u00e9lie Babcock<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n

\n
\n

Passionate about customer service, Am\u00e9lie 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.<\/p>\n

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.<\/p>\n

She is currently pursuing her studies to obtain the Chartered Investment Manager (CIM) designation.<\/p>\n <\/div>\n

\n
<\/div>\n

Am\u00e9lie Babcock<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

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Megan Robert, B.B.A.<\/h4>\n

Associate Portfolio Manager<\/p>\n

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.<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Megan\n <\/div>\n
\n
<\/div>\n

Megan Robert, B.B.A.<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n

\n
\n

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.<\/p>\n

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.<\/p>\n <\/div>\n

\n
<\/div>\n

Megan Robert, B.B.A.<\/h2>\n

Associate Portfolio Manager<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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S\u00e9verine Pucar, B.A.A.<\/h4>\n

Administrative assistant<\/p>\n

Holder of a bachelor's degree in business administration with a specialization in finance and a minor in marketing, S\u00e9verine joined Medici in 2024 as part of an internship that confirmed her strong interest in the field of investing.
\nInvolved 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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"S\u00e9verine\n <\/div>\n
\n
<\/div>\n

S\u00e9verine Pucar, B.A.A.<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n

\n
\n

Holder of a bachelor's degree in business administration with a specialization in finance and a minor in marketing, S\u00e9verine joined Medici in 2024 as part of an internship that confirmed her strong interest in the field of investing.
\nInvolved 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.<\/p>\n <\/div>\n

\n
<\/div>\n

S\u00e9verine Pucar, B.A.A.<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
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\n <\/span><\/a>\n <\/div>\n

Gabriel Ouellet<\/h4>\n

Administrative assistant<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Gabriel\n <\/div>\n
\n
<\/div>\n

Gabriel Ouellet<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n

\n
\n

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.<\/p>\n <\/div>\n

\n
<\/div>\n

Gabriel Ouellet<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-6″]

\n
\n
\n
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\n <\/span><\/a>\n <\/div>\n

Clara Piras<\/h4>\n

Administrative assistant<\/p>\n

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.<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n

\n
\n
\n \"Clara\n <\/div>\n
\n
<\/div>\n

Clara Piras<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n

\n
\n

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.<\/p>\n <\/div>\n

\n
<\/div>\n

Clara Piras<\/h2>\n

Administrative assistant<\/p>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row][vc_column]

\n
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Get in touch with one of our portfolio managers<\/h3>\n Enter your contact information here<\/a>\n <\/div>\n <\/div>\n
\n
\n \n <\/div>\n <\/div>\n<\/div>[\/vc_column][\/vc_row][\/vc_section]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1521568652785{background-color: #112b37 !important;}” el_class=”bg-gradient-custom pageType”][vc_column offset=”vc_col-lg-6″][vc_column_text] About [\/vc_column_text][\/vc_column][vc_column offset=”vc_col-lg-6″][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row full_width=”stretch_row” el_class=”row-normal-pad”][vc_column offset=”vc_col-lg-5″][vc_column_text] 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 […]<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-895","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nMedici Private Wealth Management - About<\/title>\n<meta name=\"description\" content=\"Learn more about Medici, a Quebec portfolio management firm that offers transparent, accountable, personalized services\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gpsmedici.ca\/en\/about-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Medici Private Wealth Management - About\" \/>\n<meta property=\"og:description\" content=\"Learn more about Medici, a Quebec portfolio management firm that offers transparent, accountable, personalized services\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gpsmedici.ca\/en\/about-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Medici\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-12T17:20:42+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"20 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gpsmedici.ca\/en\/about-2\/\",\"url\":\"https:\/\/gpsmedici.ca\/en\/about-2\/\",\"name\":\"Medici Private Wealth Management - 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