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Institutional Markets Team

Frederick Chenel, CFA

Assistant Vice President, Marketing and Communications, Institutional Markets

Frederick Chenel is a member of the Institutional Markets team and participates in the marketing effort with various consulting firms and institutional clients.

Mr. Chenel has 10 years of industry experience and joined the firm in 2010. Prior experiences include Practice Leader and Research Analyst positions at a leading Canadian investment consulting firm.

Mr. Chenel graduated from McGill University with a Bachelor of Commerce (BComm), majoring in Finance. He later obtained the Chartered Financial Analyst (CFA) designation.

Benoit Desjardins, MBA

Vice President, Institutional Markets

Benoit Desjardins is a member of the Institutional Markets team and is responsible for client servicing and business development with various institutional clients including charitable and religious organizations.

Mr. Desjardins has 14 years of industry experience and has been with the firm since 2012. Prior experiences include positions as Director, Business Development and Futures Contracts at the Montreal Exchange, and Trader/Analyst, Currency Management and Quantitative Products at a major Canadian investment firm.

Mr. Desjardins graduated from HEC Montréal with a Bachelor of Business Administration (BBA), majoring in Finance. He later received a Master of Business Administration (MBA) from HEC Montréal.

Charles Desmeules

Vice President, Institutional Markets

Charles Desmeules is a member of the Institutional Markets team and is responsible for client servicing and business development for charitable and religious organizations.

Mr. Desmeules has 28 years of industry experience and has been with the firm since its inception. Prior experiences include positions as Vice President Client Service and Portfolio Manager at major Canadian investment management firms.

Mr. Desmeules graduated from Université Laval with a Bachelor of Business Administration (BBA), majoring in Finance. 

Martin Dufresne, M.Sc., CFA

Senior Vice President and General Manager, Quebec, Institutional Markets

Martin Dufresne is a member of the Institutional Markets team and is responsible for business development and client servicing for institutional clients.

Mr. Dufresne has 19 years of industry experience and has been with the firm since its inception. Prior experiences include Portfolio Manager - Canadian Small Cap Equities at Fiera Capital and Director - Canadian Equities and Analyst positions at major Canadian investment management firms.

Mr. Dufresne graduated from HEC Montréal with a Bachelor of Business Administration (BBA) majoring in Finance and Economics, as well as a Master's in Management degree (M.Sc.) in Finance from Université de Sherbrooke. He later received the Chartered Financial Analyst (CFA) designation.

Ted Gibson, CFA

Vice-President, Institutional Markets

Ted Gibson is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Mr. Gibson has 27 years of industry experience and has been with the firm and a predecessor since 1989. Prior experience includes a position as Director, Client Service, at a major Canadian investment management firm.

Mr. Gibson graduated from the University of Waterloo with a Bachelor of Science (BSc), majoring in Physics. He later received the Chartered Financial Analyst (CFA) designation.

Julie Lalonde, CFA

Vice President, Marketing and Investment Strategies, Institutional Markets

Julie Lalonde is a member of the Institutional Markets team, supervises the marketing team and has client servicing responsibilities for institutional clients.

Ms. Lalonde has 16 years of industry experience and has been with the firm since 2008. Prior experiences include roles as Director of Investments at major International pension funds.

Ms. Lalonde graduated from Université du Québec à Montréal with a Bachelor of Business Administration (BBA), majoring in Finance. She later received the Chartered Financial Analyst (CFA) designation.

Robert Lorimer

Vice President, Institutional Markets

Robert Lorimer is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Mr. Lorimer has 28 years of industry experience and has been with the firm and a predecessor since 1997. Prior experiences include Management and Sales and Marketing positions in the Pension and Employee Benefits divisions at one of North America’s largest insurance companies.

Mr. Lorimer graduated from Michigan Technological University with a Bachelor of Business Administration (BBA) majoring in Finance.

Benjamin Luk, CFA

Assistant Vice President, Institutional Markets

Benjamin Luk is a member of the Institutional Markets team and is responsible for client servicing for institutional clients.

Mr. Luk has 10 years of industry experience and has been with the firm and a predecessor since 2004.

Mr. Luk graduated from York University with a Bachelor of Business Administration (BBA) majoring in Finance. He later obtained the Chartered Financial Analyst (CFA) designation. 

Leslie Macdonald

Vice President, Client Service Support, Institutional Markets

Leslie Macdonald is a member of the Institutional Markets team and is responsible for maintaining the high quality of our client servicing by working with clients, custodians and our client servicing team.

Ms. Macdonald has 26 years of industry experience and has been with the firm and a predecessor since 1989. Prior experiences include several client service and portfolio administration positions within the firm.

Mark W. McLarney

Vice-President, Institutional Markets

Mark McLarney is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Mr. McLarney has 20 years of industry experience and has been with the firm and a predecessor since 1994. Prior experience includes a position as Director, Client Service, at a major Canadian investment management firm.

Mr. McLarney graduated from the University of Western Ontario with a Bachelor of Arts (BA), majoring in Economics, as well as a Master of Arts (MA) in Economics.

Bob Moffat, MA

Senior Vice President, Institutional Markets

Bob Moffat is a member of the Institutional Markets team and is responsible for business development and client servicing for institutional clients.

Mr. Moffat has 30 years of industry experience and has been with the firm and a predecessor since 1994. Prior experiences include various Vice President and Analyst positions with leading North American investment management and insurance firms.

Mr. Moffat graduated from the University of Western Ontario with an Honors Bachelor of Arts (BA) majoring in Economics, as well as a Master of Arts (MA) in Economics from McMaster University.

David B. Pennycook

Vice Chairman and Executive Vice President, Institutional Markets

David Pennycook leads the Institutional Markets team and his responsibilities include business development and client servicing for institutional clients. He is also a member of the firm’s Management Committee and Board of Directors.

Mr. Pennycook has 35 years of industry experience and has been with the firm and a predecessor since 1991. Before its merger with Fiera Capital, Mr. Pennycook was CEO and President of Sceptre Investment Counsel Limited. Prior experiences include marketing and servicing roles at major Canadian investment management firms and insurance companies. He is also the Co-Chairman on the Canadian Investment/Corporate Committee of the International Foundation.

Mr. Pennycook graduated from the University of Manitoba with an Honours Bachelor of Commerce (BComm). He later received the ICD.D designation granted by the Institute of Corporate Directors.

Glen C. Rattray, CFA

Vice President, Institutional Markets

Glen Rattray joined Fiera Capital in 2010 through the merger of Fiera and Sceptre Investment Counsel. As Vice President, he is responsible for providing investment management services to Fiera’s institutional and select high net worth clients in Western Canada. Glen is a past President of CFA Vancouver.

Glen has over 29 years of industry experience. He began his career with Prudential-Bache Securities Canada in 1985. After 2 years as a Portfolio Assistant with I.G. Investment Management, he joined Legg Mason Canada in 1992 and fulfilled various roles including equity analysis, institutional and private client portfolio management and client service.

Glen graduated from the University of Manitoba with a Bachelor of Commerce Degree (Honours) in 1984, and earned his Chartered Financial Analyst designation (CFA) in 1992.

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 plays an active role in asset allocation.

Mr. Richard has 33 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.

Yan Shterev, CPA, CMA, CFA

Vice President, Institutional Markets

Yan Shterev is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Mr. Shterev has 15 years of industry experience and has been with the firm since 2006. Prior experiences include Portfolio Analyst, Pooled Fund Accountant and Senior Administrator positions at leading Canadian investment management firms.

Mr. Shterev graduated from Université du Québec à Montréal with a Bachelor of Business Administration (BBA) majoring in Management Accounting. He also holds the Chartered Professional Accountant (CPA), Certified Management Accountant (CMA) and the Chartered Financial Analyst (CFA) designations.

Pierre Sweeney

Senior Vice President, Institutional Markets

Pierre Sweeney is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients.

Mr. Sweeney has 33 years of industry experience and has been with the firm and a predecessor since 2009. Prior experiences include portfolio management positions at major Canadian investment management firms.

Mr. Sweeney graduated from HEC Montréal with a Bachelor of Business Administration (BBA) majoring in Finance.