Fixed Income

Luc Bergeron is Vice President and Portfolio Manager. Luc has over 25 years of industry experience, and has held various fixed-income portfolio management positions at investment firms, as well as with one of Canada’s largest pension plans.

Luc has a Bachelor’s degree and a Master’s degree in Economics.

Frédérick Bérubé is responsible for managing money market portfolios.

Mr. Bérubé has 22 years of industry experience and has been with the firm since its inception. Prior experiences include positions as Portfolio Manager - Money Market, and Trader - Money Market at leading Canadian investment management firms.

Mr. Bérubé graduated from HEC Montréal with a Bachelor of Business Administration (BBA) majoring in Accounting and Finance. He later obtained the Chartered Professional Accountant (CPA), the Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA) designations.

François Bourdon is Global Chief Investment Officer. In this role, Mr. Bourdon oversees the firm’s investment policies and strategies as well as aspects of risk management, operations and governance across all of Fiera Capital’s investment activities. He manages, for the Canadian division, private financing strategies, global bonds and income funds, while also focusing on infrastructure funds, real estate, and private investments. François serves as an expert spokesperson relating to economic and investment matters.

Mr. Bourdon has 21 years of industry experience and has been with the firm since its inception. Over the course of his career, he has held various positions including Associate Chief Investment Officer, Portfolio Manager - Quantitative Research, Director - Sales Strategies and Product Development as well as a 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.

David Frei is the lead manager for the Infrastructure Fixed Income strategy and is a member of this strategy’s Investment Committee.

Mr. Frei has 19 years of investment experience and joined the firm in 2011. Prior experiences include positions as Senior Manager - Project Finance and Director - Securitization and Structured Finance with major Canadian infrastructure and investment brokerage organizations.

Mr. Frei graduated from Queen’s University with an Honors Bachelor of Commerce (BComm). He also obtained the Chartered Financial Analyst (CFA) designation.

Peter Osborne is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies.

Mr. Osborne has 29 years of industry experience and has been with the firm and a predecessor since 1987. Prior experiences include positions as Economics Analyst and Director, Fixed Income, at a major investment management firm.

Mr. Osborne graduated from Wilfrid Laurier University with an Honors Bachelor of Arts (HBA) majoring in Economics. He later received a Master of Arts (MA) in Economics from the University of Toronto as well as the Chartered Financial Analyst (CFA) designation.

Caroline Grandoit holds a dual role working on Multi-Asset Class Solutions (MACS) and Liability Driven Investment (LDI). She is responsible for creating, implementing and monitoring risk targeted and immunized liability driven portfolios as well as structured multi-asset mandates. Furthermore, she is in charge of the research and development supporting Fiera’s Multi-asset class solutions and proprietary risk factor-based asset allocation model.

Mrs. Grandoit joined the firm in 2017. Her career in the financial industry spans over 12 years working both in the United States and Canada, helping institutional clients in her actuarial, financial strategy and portfolio management roles. She specializes in asset-liability modeling, portfolio projections and customized strategic asset allocation optimization.

Mrs. Grandoit is a graduate of Concordia University in Montreal where she studied Actuarial Mathematics and Finance. She is also a CFA charterholder (CFA), a Fellow of the Society of Actuaries (FSA) and a Certified Enterprise Risk Analyst (CERA).

Stéphane Jean is the leader of the Liability Driven Investment team and is responsible for managing immunized and liability driven mandates as well as index, structured equity and bond, and alternative beta strategies for pension plans, financial institutions, and foundations.

Mr. Jean has 22 years of industry experience, including positions as principal and senior actuarial consultant at a leading investment consulting firm.

Mr. Jean graduated from Université Laval with a Bachelor of Science (BSc), majoring in Actuarial Sciences. He later became a Fellow of the Society of Actuaries (FSA) and a Fellow of the Canadian Institute of Actuaries (FCIA).

Christopher Laurie is a member of the Tactical Fixed Income team and is the lead portfolio manager of the Tactical Fixed Income Strategy.

Mr. Laurie has 29 years of industry experience and has been with the firm and a predecessor since 1994. Prior experiences include positions as Managing Director, as Vice President - Fixed income Strategy.

Mr. Laurie graduated from the University of Waterloo with a Bachelor of Applied Sciences (BSc), majoring in Electrical Engineering. He later received a Master of Business Administration (MBA) from the University of Western Ontario and also obtained the Chartered Financial Analyst (CFA) designation.

Charles Lefebvre is Vice President and Senior Portfolio Manager. Charles has more than 23 years of industry experience, and has held a variety of portfolio management roles focused primarily on the fixed income space, most recently serving as Chief Investment Officer at a competitor.

Charles has a Bachelor’s degree in Actuarial Science, and also holds the FRM and CFA designations.

Richard Lévesque is responsible for managing money market portfolios and the Active Trading Fund.

Mr. Lévesque has 29 years of industry experience and has been with the firm and a predecessor since 1993. Prior experiences include Director of Brokerage Services and Accountant positions at a leading Canadian financial institution.

Mr. Lévesque graduated from HEC Montréal with a Bachelor of Business Administration (BBA) majoring in Marketing. He also holds the Contract Options Manager (COM) and the Partners, Directors and Senior Officers (PDO) designations from the Canadian Securities Institute.

Jean-Guy Mérette is a member of the Active Fixed Income team and is also responsible for managing various fixed income portfolios, including indexed and customized mandates.

Mr. Mérette has 29 years of industry experience and has been with the firm since its inception. Prior experiences include positions as Portfolio Manager - Fixed Income, Trader - Fixed income and Vice President - Canadian and International Bonds at leading North American investment management firms.

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

Tan Vu Nguyen is Vice President and Portfolio Manager. Tan has close to 25 years of industry experience, and has held a variety of positions in both portfolio management and consulting roles. Most recently, he was responsible for Fixed Income Quantitative Management at a competitor.

Tan has a Bachelor’s degree in Actuarial Science, a Certificate in Information Technology, is an Associate of the Society of Actuaries (ASA), and also holds the CFA designation.

Nicolas Normandeau is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies, including the team’s Preferred Shares portfolios.

Mr. Normandeau has 13 years of industry experience and has been with the firm and a predecessor since 2009. Prior experiences include positions as Wealth Management Analyst for a leading Canadian financial institution and a consulting firm.

Mr. Normandeau graduated from the Université de Sherbrooke with a Bachelor of Business Administration (BBA), majoring in Finance. He later received a Master’s in Management degree (MSc) in Finance from the Université de Sherbrooke as well as the Chartered Financial Analyst (CFA) designation.

Tommy Ouellet is a member of the Active and Strategic Fixed Income team where he is responsible for the creation of various mathematical models, simulation techniques and market analyses used as part of the portfolio management process for the team’s clients. He also provides quantitative and actuarial support in a practical asset/liability portfolio management context for numerous sophisticated clients such as pension plans, insurance companies and foundations.

Mr. Ouellet has nine years of investment industry experience and has been with the firm since 2015. Earlier in his career, he also worked for a pension consulting firm, where he advised numerous plan sponsors about the financing and risk management of their pension plans.

In 2009, Mr. Ouellet obtained his Bachelor of Actuarial Science (B.Sc.) from Université Laval. He became a Fellow of the Society of Actuaries (FSA) later that year and earned the FCIA (Fellow of the Canadian Institute of Actuaries) designation in 2012. He was awarded his Chartered Financial Analyst (CFA) credentials by the CFA Institute in 2013. In 2017, Tommy Ouellet obtained a Certificate in Quantitative Finance (CQF) from the CQF Institute.

Philippe Ouellette is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies.

Mr. Ouellette has 21 years of industry experience and has been with the firm and a predecessor since 1995. Prior experiences include positions as Portfolio Manager and Analyst, Fixed Income at a major investment management firm.

Mr. Ouellette graduated from the University of Moncton with a Bachelor of Business Administration (BBA) majoring in Finance 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.

Jane-Marie Rocca is a member of the Tactical Fixed Income (TFI) team and works on the implementation and execution of all TFI mandates. Jane-Marie is also a member of the Liability-Driven Investments team.

Ms. Rocca has 32 years of industry experience and has been with the firm and a predecessor since 1984 where she has held a number of roles managing fixed income portfolios.

Ms. Rocca graduated from the University of Toronto with a Bachelor of Arts (BA) majoring in Commerce and Economics.

Ovidiu is a Portfolio Manager in the High Yield team and is involved in managing the long-short and long only mandates.

Before joining the firm in 2013, Ovidiu was an Associate Portfolio Manager and Senior Quantitative Analyst within a High Yield team at a large Canadian bank where he was involved in managing about USD 2.5 billion in US High Yield mandates. Prior experiences include sell-side Equity research with a European bank.

Ovidiu has over 19 years of investment experience both on the sell side and buy side, in equities and credit, in fundamental and quantitative approaches. He has an MBA from McGill University (1997) and received his CFA designation in 2001.

Hugo Sarkisian is a member of the Liability-Driven Investments team and is a Portfolio Manager for immunized and liability-driven mandates, as well as index, structured equity and bond and alternative beta strategies for financial institutions, pension plans, and foundations.

Mr. Sarkisian has 13 years of experience in the investment management industry. He has been with the firm and a predecessor since 2008. Prior experiences include positions as Portfolio Manager and Analyst at a major Canadian financial institution and an investment management firm.

Mr. Sarkisian graduated from the Université du Québec à Montréal with a Bachelor of Mathematics (B.Sc.) and a Master’s in Financial Mathematics (M.Sc.).

Jeff Seaver is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies.

Mr. Seaver has 27 years of industry experience and has been with the firm and a predecessor since 1991. Prior experiences include positions as Portfolio Manager and Analyst at a major investment management firm.

Mr. Seaver graduated from York University with a Bachelor of Arts (BA) majoring in Economics. He later received the Chartered Financial Analyst (CFA) designation.