Institutional Markets

Martin Dufresne Fiera Capital

Martin Dufresne

MSc, CFA
Executive Vice President & Head of Institutional Markets
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Martin Dufresne is Head of the Institutional Markets team and is responsible for overseeing all business development and client servicing activities for institutional clients.   

Mr. Dufresne has 21 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 (MSc) in Finance from Université de Sherbrooke. He later received the Chartered Financial Analyst (CFA) designation.

David B. Pennycook Fiera Capital

David B. Pennycook

Executive Vice Chairman
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David Pennycook is a member of the Institutional Markets team and is responsible for business development and client servicing for institutional clients.

Mr. Pennycook has 37 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.

 

Frederick Chenel Fiera Capital

Frederick Chenel

CFA
Senior Vice President, Head of Consultant Relations and Business Development, Institutional Markets
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Frederick Chenel is a member of the Institutional Markets team and participates in the marketing effort with various consulting firms and institutional clients. He is also a member of the firm’s Institutional Alternatives team, responsible for the marketing and development of Fiera’s alternative strategies.

Mr. Chenel has 12 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 (BCom), majoring in Finance. He later obtained the Chartered Financial Analyst (CFA) designation. Frederick is also president of CFA Montreal.

Heather Cooke Fiera Capital

Heather Cooke

B.COMM., CFA
Senior Vice President & Investment Solutions Specialist, Institutional Markets
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Heather Cooke, BComm., CFA, is Senior Vice President - Investment Solutions, Institutional Markets at Fiera Capital. She is responsible for developing investment solutions for clients and expanding Fiera’s multi-asset class solution business. She also chairs the firm’s Global CSR (Corporate Socially Responsible) Committee.

She was formerly Fiera’s Deputy Chief Investment Officer & SVP of Private Alternatives where she helped oversee and develop Fiera’s investment capabilities across both traditional and non-traditional asset classes. She joined Fiera Capital in 2016 and brings over 25 years of investment industry experience. Prior experience includes: establishing and managing investment organizations, portfolio management, delegated solutions, manager research and consulting at several leading global investment managers, major consultants and leading OCIO firms in Canada. Heather graduated from Queen’s University in Kingston, Canada with a Bachelor of Commerce degree (majoring in Finance). She is also a CFA Charterholder and volunteers at the CFA Society Toronto as Chair of their Institutional Asset Management Committee. Heather also serves as a member of the Ticker Club of Toronto.

Bob Moffat Fiera Capital

Bob Moffat

MA
Senior Vice President, Institutional Markets
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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 32 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.

Mario D. Richard Fiera Capital

Mario D. Richard

CFA
Senior Vice President, Institutional Markets
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Mario Richard is a member of the Institutional Markets team and is responsible for business development and client servicing for institutional clients.

Mr. Richard has 35 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 Fiera Capital

Yan Shterev

CPA, CMA, CFA
Senior Vice President, Client Service, Institutional Markets
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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 17 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.

Benoit Desjardins Fiera Capital

Benoit Desjardins

MBA
Vice President, Institutional Markets
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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 16 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 Fiera Capital

Charles Desmeules

Vice President, Institutional Markets
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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 30 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. 

Ted Gibson Fiera Capital

Ted Gibson

CFA
Vice President, Institutional Markets
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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 29 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.

Neeraj Jain

Neeraj Jain

CFA
Vice President, Institutional Markets
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Neeraj Jain joined Fiera Capital in 2018 following its acquisition of CGOV Asset Management, where he was responsible for institutional business development and client service, as well as building and managing consultant relationships. Currently, he is Vice President, Institutional Markets.

Mr. Jain joined CGOV in 2015 and has over 15 years of experience in the investment industry, which includes previous employment at a leading global investment management firm, where he was responsible for global institutional relationship management as well as business development in select U.S. states and mainland China. Mr. Jain also worked for Mercer Investment Consulting as the lead researcher for Canadian equities and at Alberta Investment Management Corporation (AIMCo), where he conducted investment research and analysis related to the selection and monitoring of investment managers.

Mr. Jain holds an Honours Bachelor of Mathematics degree from the University of Waterloo and the CFA (Chartered Financial Analyst) designation from the CFA Institute. He is also a member of the Toronto CFA Society.

Sophie Lemieux Fiera Capital

Sophie Lemieux

MSc
Vice President, Institutional Markets
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Sophie Lemieux is a member of the Institutional Markets team, where she provides customer service for institutional clients.

Ms. Lemieux has some twenty years of experience in finance and communications. During her career, she has worked as a business relations director for a portfolio manager, a communications consultant for a financial institution and an analyst for a pension fund. From 2004 to 2016, she was a journalist and newsreader for Groupe TVA’s Argent channel, as well as a journalist and anchorperson for LCN and TVA Nouvelles.

Sophie Lemieux is a graduate of Université Laval. She holds a Bachelor’s degree in business administration specialized in finance as well as a Master’s degree in finance.

Benjamin Luk Fiera Capital

Benjamin Luk

CFA
Vice President, Client Service, Institutional Markets
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Benjamin Luk is a member of the Institutional Markets team and is responsible for client servicing for institutional clients.

Mr. Luk has 12 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 Fiera Capital

Leslie Macdonald

Vice President, Client Service Support, Institutional Markets
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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 28 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.

Glen C. Rattray Fiera Capital

Glen C. Rattray

CFA
Vice President, Institutional Markets
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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 31 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.

Claude Guèvremont Fiera Capital

Claude Guèvremont

Assistant Vice President, Marketing Communications, Institutional Markets
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Claude Guèvremont is a member of the Institutional Markets team and is responsible for Fiera Capital’s institutional business development support team. In this function, Ms. Guèvremont is responsible for the development of the Institutional team’s marketing material including the completion of the Requests for Proposal (RFP), presentations and consultant databases. Claude also oversees the Marketing Coordinating Committee for the Canadian division which is tasked with the implementation of various marketing initiatives to promote and enhance Fiera Capital’s visibility.

Ms. Guèvremont has 8 years of industry experience and joined the firm in 2010.  

Ms. Guèvremont graduated from Concordia University with a Bachelor of Commerce (BComm), majoring in Finance.

Julien Ronsin Fiera Capital

Julien Ronsin

Assistant Vice President, Institutional Markets
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Julien Ronsin is a member of the Institutional Markets team and is responsible for client servicing for institutional clients. He is also a member of the firm’s Institutional Alternatives team, responsible for the marketing and development of Fiera’s alternative strategies.

Mr. Ronsin has 10 years of industry experience and has been with the firm and a predecessor since 2007. Prior experiences include Analyst positions at a leading Canadian investment firm.

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

Nicolas Trottier Fiera Capital

Nicolas Trottier

CFA
Assistant Vice President, Client Service, Institutional Markets
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Nicolas Trottier is a member of the Institutional Markets team and is responsible for client servicing for institutional clients.

Mr. Trottier has 6 years of industry experience and has been with the firm since 2015. Prior experiences include sales and product analysis positions at a leading Canadian financial services firm.

Mr. Trottier graduated from Queen’s University with an Honours Bachelor of Arts (BAH), majoring in Economics, as well as a Master of Finance (MFin) from the Smith School of Business at Queen’s University. He also holds the Chartered Financial Analyst (CFA) designation.