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

Ken Lester – Portfolio Manager

Peter Dlouhy – Portfolio Manager

Martin Gagné – Research Analyst

Lorie Hache – Senior Manager Client Services and Administration

Patricia Purcell – Manager Client Services

Peggy Plaitis – Manager Portfolio Administration, Reporting & Analysis

Celine Laflamme – Assistant Portfolio Administration

 

 

SERVICE PROVIDERS – Our Partners