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

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.

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.

Kevin Gariépy
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 2021 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 property manager. His dynamism and thoroughness make it possible to maximize property rentals and identify good investment opportunities for the Fund.

Sarah Palardy
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 Globevest Immobilier S.E.C. team during 2020 as Chief Financial Officer. Her attention to details and expertise allows the Fund’s operations to be continuously optimized in order to support growth.

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.