Asset Allocation

• Jean-Guy Desjardins, L.Sc. Comm., CFA

  Chairman of the Board, Chief Executive Officer and Chief Investment Officer

  Jean-Guy Desjardins, Chairman of the Board, Chief Executive Officer and Chief Investment Officer of Fiera Capital Corporation, began his career at Sun Life Insurance Company as an Analyst and Portfolio Manager. In 1972, Mr. Desjardins co-founded TAL Global Asset Management, and was its principal shareholder until its purchase by a financial institution. Mr. Desjardins then acquired, in 2003, a portion of the assets under management and professionals of Elantis Investment Management, to create Fiera Capital. The firm continued its expansion with the acquisition of Senecal Investment Counsel in 2005, YMG Capital Management in 2006, Sceptre Investment Counsel in 2010, and Natcan Investment Management, a subsidiary of the National Bank of Canada, in 2012. Fiera Capital Corporation is an independent, publicly-listed investment management firm, and one of Canada’s leading investment managers.

  Mr. Desjardins is currently a member of the Board of Directors of the Société de services financiers Fonds FMOQ Inc., HEC Montréal, DJM Capital Inc., Centria Inc., Fiera Axium Infrastructure Inc., where he is also a member of the Investment Committee, and he serves as Chairman of Board of Fiera Properties Limited. He served as a member of the Board of Directors of Bank of Canada for five years, and was elected lead director in 2007. Mr. Desjardins also acted as Chairman of the special committee comprised of the Bank of Canada’s independent directors responsible for the recruitment of the current Governor of the Bank of Canada, Mr. Mark Carney.

  Mr. Desjardins is a member of the Council of Governors of Centraide of Greater Montréal, a member of the Investment Committee of the Canadian Centre for Architecture, and a member of the Executive Committee and of the Board of Directors of Orchestre Symphonique de Montréal.

  Mr. Desjardins graduated from Collège Mont-Saint-Louis in 1966 with a Bachelor of Arts degree. In 1969, he earned his Master degree in commerce (Finance) from the École des Hautes Études commerciales – Université de Montréal. Mr. Desjardins is also a CFA Charterholder.

• François Bourdon, FSA, CFA, PRM

  Associate Chief Investment Officer / Vice President, Asset Allocation and Fixed Income

  François Bourdon is Associate Chief Investment Officer of Fixed Income and is also a member of the Asset Allocation team. Mr. Bourdon shares responsibility for asset allocation decisions and for managing the Global Macro Fund. He also oversees the investment activities of Traditional and Non-Traditional Income strategies.

  Mr. Bourdon has 16 years of industry experience and has been with the firm since its inception. Prior experiences include positions as Portfolio Manager - Quantitative Research, Director - Sales Strategies and Product Development as well as Actuarial Consultant with leading Canadian investment management and life insurance organizations.

  Mr. Bourdon graduated from Concordia University with a Bachelor of Mathematics (BMath) with a major in Actuarial Sciences. He later became a Fellow of the Society of Actuaries (FSA) and a fellow of the Canadian Institute of Actuaries (FCIA). He also obtained the Chartered Financial Analyst (CFA) and Professional Risk Manager (PRM) designations.

• Mario D. Richard, CFA

  Senior Vice President and Investment Strategist, Institutional Markets

  Mario Richard is a member of the Institutional Markets team and of the Asset Allocation team. In addition to his business development and client servicing responsibilities, Mr. Richard also plays an active role in asset allocation.

  Mr. Richard has 30 years of industry experience and has been with the firm and a predecessor since 1997. Prior experiences include Senior Partner, Portfolio Manager and Analyst positions at major Canadian investment management and insurance firms.

  Mr. Richard graduated from the University of Waterloo with a Bachelor of Mathematics (BMath). He later received the Chartered Financial Analyst (CFA) designation.

COLLABORATIVE DECISION-MAKING

Fiera Capital’s asset allocation team is supported by senior portfolio managers from major asset classes who provide valuable input on capital market trends and propose recommendations based on research and observations within their areas of expertise. The final investment decision is the responsibility of our dedicated Asset Allocation investment professionals, ensuring a transparent and accountable decision-making process.