Institutional Markets

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

David was CEO and President of Sceptre Investment Counsel Limited until the merger with Fiera in 2010.  He was previously the Co-Chairman of the Canadian Investment Committee of the International Foundation of Employee Benefit Plans. He recently (2013) completed the certification requirements to receive the professional ICD.D designation from the Institute of Corporate Directors. In 2015 David became a Trustee of the Canadian Wheat Board Retirees’ Employee Life and Health Trust (ELHT), and in 2018 he was appointed Chairman. Mr. Pennycook graduated from the University of Manitoba with an Honours Bachelor of Commerce in 1976. 

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, BComm., CFA, is Senior Vice President - Investment Solutions, Institutional Markets at Fiera Capital. She is responsible for developing investment solutions for institutional clients and expanding Fiera’s multi-asset class solution business. She also chairs Fiera Capital’s Global Corporate Social Responsibility (CSR) Committee.

She was formerly Fiera’s Deputy Chief Investment Officer & SVP of Private Alternatives where she was responsible for the oversight and product development of Fiera’s investment capabilities across both traditional and non-traditional asset classes as well as providing leadership to the ESG initiatives across the firm. She joined Fiera Capital in 2016 and over her accomplished career, brings extensive experience building and managing investment organizations including portfolio management, delegated solutions, manager research and consulting at several leading global investment managers and major consulting firms such as Northern Trust Global Advisors, Mercers Global Investments, Rogerscasey and Unigestion Asset Management Inc (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 the Institutional Asset Management Committee (IAM). She is also a member of The Ticker Club of Toronto.

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

Mr. Trottier has 8 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 and the Chartered Alternative Investment Analyst (CAIA) designation.