Head Office: 450-641-8989 | Toll free : 1 866 988-2244

The Team

Patrick Proulx
President and Portfolio Manager M.Sc. Finance, CFA

Patrick launched his career in 1996 as an actuary at Sobeco Ernst & Young, where he evaluated pension funds. He later honed his skills as a financial analyst at Hydro-Québec with a variety of financial studies on major investment projects and financial products (including derivatives used in brokerage and hedging transactions), accompanied by the energy product brokerage portfolio management. He joined the management team of Desjardins Risk Management Division in 2001, where he served as an advisor and analyst. His primary tasks involved operational and market risk modelling with state-of-the-art financial techniques.

Patrick cofounded Globevest Capital in 2002 in an effort to provide investors with sound, effective and accessible management, focused on balancing risk and return.

As lead manager, Patrick manages the portfolios of the firm’s four funds, his own clientele and oversees those of the representatives and managers.

FIELDS OF EXPERTISE:

  • Portfolio management
  • Property management
  • Sector allocation
  • Derivatives
  • Bond market
  • Risk analysis
  • Financial modelling

Collaborators

Marie-Ève Leclair
Managerial Assistant
Véronique Matte
Managerial Assistant
François Bergeron
Vice President, Finance and Operations, Portfolio Manager CPA, CA,CIM®

François began his career in 1997 as an auditor at Ernst & Young. After obtaining his Chartered Accountant designation in 2001, he joined BMO as Director, Commercial Credit. He was then responsible for managing a multi-million commercial loan portfolio and developing new business relationships. François started at Globevest Capital Ltd in July 2012. As an experienced manager, he manages tailor-made portfolios for his clients and works closely with each of them to achieve their objectives.

Francis Marois
Partner, Chief compliance officer M. Sc. Finance, CFA

Prior to joining Globevest Capital Ltd. in February 2021, Francis had a career in financial markets for 20 years at National Bank of Canada. From November 1999 until the beginning of 2002, his responsibilities grew rapidly through an initial mandate of market risk management in fixed income securities, currencies and derivatives.

He then joined the ranks of corporate treasury, in the short-term financing team, where he held various positions and rose through the ranks before leading the team for 10 years, from June 2006. His main responsibilities were to coordinate the multi-currency financing activities across the Bank’s three business centers (Montreal, NY and London). One of his main achievements was to meet the challenge of managing with aplomb and on the front lines this crucial function for the Bank during the financial crisis of 2007-2008 and the period of transformation that followed. Its mandate was to optimize the management of financing activities while facing an increasing number of constraints (internal and external / regulatory risk limits in terms of liquidity, market risk, capital, etc.).

Then, he held a position of Managing Director in the Investments, Rates and Credits team (still in corporate treasury) for a period of three and a half years. Economic and market analysis, the optimization of the positioning of interest rate, basis and XCCY risks in order to maximize the group’s profitability as well as the maintenance and development of relations with internal and external counterparties were part of his mandate.

Francis will now use his several years of experience with a major financial institution to perpetuate a healthy culture of compliance within our firm. Note that he is also involved in the management of our real estate fund as a Real Estate Asset Manager.

Sarah Palardy
Partner, Chief financial officer – Real estate fund

Holder of a bachelor`s degree in business administration from Laval University and having completed the Financial Planner title, Sarah began her career in the financial services industry in 2013.

She subsequently joined the Business Development Bank of Canada as Senior Director, where she was responsible for managing a portfolio of important commercial clients and and developing new business relationships for over 5 years.

Sarah joined the Globevest team in 2020 as CFO of the Real Estate Fund to ensure continued growth.

To further her knowledge in the finance industry, Sarah is currently registered as a CFA Level 2 candidate.

Steve Bernard
Portfolio Manager

Steve worked for several years in property assessment as part of his education. He acquired experience in finance and economics, building solid communications skills over the years.

Steve also developed a strong interest in securities during his studies in financial analysis at UQÀM. In 2000, he took an opportunity to pursue his education while working as an investment adviser at BMO Nesbitt Burns. While there, he completed courses in securities, ethics and financial planning. He then worked for four years building a base of clients, managing their portfolios and dispensing personal financial planning services.

Out of his desire to provide outstanding client service, Steve joined Globevest Capital in January 2004. Since coming on board, he has completed his courses in investment management techniques, portfolio management methods, derivatives and option trading and earned the title of Canadian Investment Manager Specialized in Option Trading. He also participates in the development of strategies involving stocks, options and bonds, ensuring an optimal portfolio tailored to the needs of each client. His priority is investor satisfaction. With an excellent ability to making complex ideas simple, he takes the time needed to set up a financial strategy enabling you to meet your goals.

Please contact Steve for any private management questions.

Kevin Gariépy
Partner, Financial Analyst

Having been surrounded by passionate finance enthusiasts from an early age, Kevin graduated with a bachelor`s degree in busines administration from HEC Montreal.

He began his career with London Life in 2012 and then moved into securities trading until 2019. Subsequently, Kevin joined Globevest Capital team as a financial analyst and is now a shareholder of the company, in addition to completing his ‘’Canadian Investment Manager’’ course to obtain the Portfolio Manager title.

Kevin is also involved in the management of the Real Estate Fund as a Real Estate Asset Manager. His dynamism and thoroughness make it possible to maximize property return on investment and identify good investment opportunities for the Fund.

Richard Payette
Advising Representative

Richard has over 20 years of experience in investment, accompanied by broad expertise in financial planning.

In addition to his Bachelors of Business Administration from HEC Montréal, Richard earned his Financial Planner title from the Institut québécois de planification financière. He also successfully completed the Financial Planning Course on Standards of Conduct and the Course on Security Trading at the Canadian Securities Institute (CSI).

Richard is appreciated for his good listening, his great communication and his professionalism. Dynamic and perseverant, he is committed to client projects and is able to meet all their needs and expectations.

Vincent Barnard
Financial analyst

Vincent joins us from McKinsey & Company, where he was an Associate Partner and a leader in the Firm’s global Private Equity and Principal Investors practice. At McKinsey, Vincent has spent 6 years working with top tier asset owners and asset managers in New-York, Singapore, Toronto, Montreal and Dubai, advising them on how to best deploy and manage their capital. These include some of the world’s leading private equity firms, pension funds and sovereign wealth funds. He specialized in topics that span across the investment value chain, such as portfolio construction, company due diligence, risk management, climate investing and portfolio company value creation.

 

Given his background, Vincent is joining Globevest to help launch the Appalache Equity Fund, which will pursue a private equity approach to public equity investments.

 

Vincent graduated from McGill University with a Bachelor of Commerce with distinction in 2016, where he was also an Academic All Canadian as part of the Varsity Hockey team. He then completed his MBA at INSEAD in 2019, with a concentration in finance and investment management. INSEAD’s MBA consistently ranks among the top 3 globally.

Romy Delorme
Coordinator, Asset management

Romy has 10 years of experience in wholesale sales and marketing in the apparel industry.

She has built her professional network across Canada and the United States due to her strong customer relations skills.

In order to acquire a variety of knowledge and to further her career path, she is currently training at H.E.C. in Organizational Leadership.

Romy joined the Globevest team to support the Real Estate Fund. She is involved in the day-to-day management of assets across the United States. Her expertise spans several regions of the United States, from the East Coast states to Florida.

Her diverse background will bring a different perspective to the team.

Carol-Ann Brochu
Coordinator, Asset management

Holder of a bachelor’s degree and a specialized graduate diploma in accounting sciences from the UQAR campus in Lévis, Carol-Ann began her career in 2016 at PwC.

During her years in certification, she was responsible for carrying out several audits for major clients in the fields of finance and real estate.

Carol-Ann joined the Globevest Immobilier S.E.C team in 2021 as Coordinator and Asset Manager. She is currently completing the residential real estate brokerage program in order to perfect her knowledge in the field.

Marie-Ève Leclair
Managerial Assistant

Marie-Ève has more than 8 years of experience in the administrative support field under senior management. She has built her career around various executive assistant positions within many companies in diverse fields. As such, this gave her real versatility and a strong capacity for adaptation. She has also successfully completed the Canadian Investment Funds Course (CIFC) from the IFSE Institute.

Marie-Ève is responsible for providing administrative support within the team. She assists managers in various administrative tasks for client accounts and answers general inquiries from clients.

She is appreciated for her positive attitude, professionalism and commitment to clients. Should you have any questions, do not hesitate to contact her.

Véronique Matte
Managerial Assistant

Véronique has worked in the field of education for over 15 years. Rigorous and organized, she has also put her leadership skills to good use in jobs related to customer service and human resources management since 1996. Passionate and professional, Véronique loves teamwork as well as the synergy between the different professions.

Véronique joined the Globevest Capital team in 2022 and assists Mr. Patrick Proulx in assisting his clients and in the administration of the real estate fund. These tasks require constant teamwork with several colleagues and collaborators in this field.
She is currently taking a course on securities trading and is continuing to acquire knowledge in the financial field.