PORTFOLIO MANAGEMENT TEAM

Here to Serve You

The competence of the people managing your money and their actions in always putting your best interests first, directly impact the returns on your investments.

Stephen Takacsy – President & Chief Executive Officer, Chief Investment Officer and Lead Portfolio Manager

Jordan Steiner – Chief Compliance Officer and Lead Portfolio Manager

Martin Gagné –  Senior Research Analyst and Portfolio Manager

Helen Barfurth – Compliance Consultant

Lorie Hache – Office Manager and Senior Manager Client Services and Portfolio Administration

Patricia Purcell – Senior Manager Client Services and Portfolio Administration

Peggy Plaitis – Manager Reporting & Analysis

Celine Laflamme – Assistant Portfolio Administration

 

 

SERVICE PROVIDERS – Our Partners