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 8 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 12 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 26 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 17 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.
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 14 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.
Élyse Léger, FCIA, FSA, CAIA, CFA
Vice President, Institutional Markets, Liability Driven Investment
Élyse Léger is a member of the Institutional Markets team and is responsible for client servicing and business development for institutional clients with a focus on liability driven investments.
Ms. Léger has 19 years of industry experience and has been with the firm and a predecessor since 2010. Prior experiences include positions as Manager, Investments, at a major Canadian pension fund, Vice President at major Canadian investment management firms as well as consulting roles at leading Canadian consulting firms.
Ms. Léger graduated from Concordia University with a Bachelor of Science (BSc), majoring in Actuarial Mathematics. She later became a Fellow of the Society of Actuaries (FSA) and a Fellow of the Canadian Institute of Actuaries (FCIA). She also obtained the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
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 26 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 8 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 23 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.
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 28 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 in Arts (BA) majoring in Economics, as well as a Master in 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 33 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).
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 31 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 13 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 31 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.