Head Office: 450-641-8989 • Montréal: 514-288-2244 | 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
  • Sector allocation
  • Derivatives
  • Bond market
  • Risk analysis
  • Financial modelling
François Bergeron
Vice President, Finance and Operations Chief Compliance Officer Portfolio Manager CPA, CA,CIM®

François launched his career in 1997 as an Auditor at Ernst & Young. After becoming a Chartered Accountant in 2001, he joined BMO as Director, Corporate Credit Business. His responsibilities included managing a commercial loan portfolio worth several million dollars and forging new business relationships. François joined Globevest Capital in 2012. He is now responsible for communicating the firm’s investment management strategies to investment advisors and portfolio managers. He is a member of the Board of Directors and a shareholder of the company. He is a “Canadian Investment Manager” (CIM®) and has the requirements to advise clients in options and derivatives.

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.

Christian Noël
Portfolio Manager

Having successfully completed his studies in finance and marketing at HEC Montréal (University of Montreal’s School of Business), Christian started his professional career at BMO Nesbitt Burns where he was a Portfolio Manager for six years.

In 2005 he joined Richardson GMP as Vice-President and shareholder, specializing in the management of portfolios of individuals and families with substantial high net worth.

Over the years, Christian has developed a deep knowledge of sophisticated asset allocation models that integrate risk management and alternative investment strategies, including private equity funds, structured notes, real estate and infrastructure investment funds, and most importantly absolute return strategies. He has also worked extensively on tax optimization and tax deferral strategies for individuals and holding companies.

Recognizing that investment advisors and portfolio managers could benefit from his specific expertise, Christian joined Globevest Capital in July of 2014 as Head of national sales. In this capacity he works with investment advisors and portfolio managers on the integration of absolute return strategies in their client’s portfolios, with the goal of optimizing the risk/return relationship. Christian acts has an advisor to these portfolio managers for a better understanding and utilisation of absolute return strategies as a replacement to traditional equity and fixed income allocations, to minimize portfolio volatility and obtain more predictable returns.

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.

He works in close collaboration with Patrick Proulx.

France Rivard
Managerial Assistant Receptionist BBA

France has over 15 years of experience in banking. She worked for several years as a Personal Finance Advisor at National Bank. She also holds a Bachelor’s of Business Administration.

As a Managerial Assistant, France is the key Boucherville employee to assist managers in various administrative functions. She will also direct you to the right person for answering your questions.

Audreay Dionne
Administrative Assistant

Graduate in Education, Audrey has a dynamic and social side that brings a plus to the team. She knows how to respond to clients in a professional manner and direct you to the person who can answer your questions.

Audrey joined the Globevest Capital team in August 2018 to assist the Senior Manager with administrative tasks. She’s a candidate for the Canadian Securities Course (CSC).

Mathieu Laporte
Financial Analyst
Kevin Gariépy
Financial Analyst