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
Alexandre is a member of the Ordre des comptables professionnels agréés du Québec and began his career as an auditor at Petrie Raymond, S.E.N.C.R.L. after obtaining his Bachelor of Business Administration (B.B.A.) from HEC in 1996. With 25 years of experience in the firm, including 16 years as a partner in certification, he has acquired extensive experience in auditing and accounting expertise in various fields. During his auditing career, Alexandre was recognized for providing excellent service to his clients, demonstrating strong leadership, and maintaining a constant desire to acquire new knowledge. His good humor and social qualities made him a highly appreciated collaborator by his clients and colleagues.
Driven by a desire for a change in his career, Alexandre joined the Globevest team in the summer of 2022 as the Chief Financial Officer – American Division, bringing his experience to contribute to the company’s growth. He also became Chief Compliance Officier in July 2024.
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.
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.
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.
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 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.
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.
Romy joined the Globevest team to support the growth of Real Estate Fund. She is involved in the day-to-day management of assets across the United States. Her expertise is to optimize the configuration and return of our rental properties.
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 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.
Brigitte Brabant holds a bachelor’s degree in business administration from the Université de Sherbrooke, with a specialization in finance, and is a certified investment manager with the Canadian Security Institute.
With an active career in private enterprise as an entrepreneur, Brigitte’s accumulated experience in financial services was mainly acquired within the National Bank group.
Her passion for technical analysis and her conviction in the effectiveness of specialized options strategies since her university studies, led her in 2018 to undertake further training to develop her expertise in derivatives.
With her professional experience as a wealth management specialist and her commitment to making a distinctive contribution to helping her clients achieve financial independence, Brigitte offers portfolio management services in collaboration with Globevest Capital’s advisory representatives.
For 12 years, Stéphanie worked as a senior coordinator for an SME. This position never distracted her from her true passion for real estate, marketing and sales, where she developed an expertise in this field. Over the years, she has had the chance to build up her professional network, which has enabled her to guide many clients.
She is widely appreciated and recognized for her efficiency and ability to bring many projects to fruition.
Beyond her role as Coordinator, Asset management, her goal in joining the Globevest Capital team is to collaborate with people who, like her, are committed to putting the customer experience first.
Marie-Pierre has over 17 years of experience in the real estate industry, combining her skills as a real estate broker and project manager. She has successfully led the sale of several major projects in addition to assisting hundreds of clients with their real estate transactions. Her professional career, marked by university studies in administration and specialized training in the field, reflects her commitment to the success of the projects she undertakes.
Currently, as an Asset Manager of the Real Estate Fund, Marie-Pierre helps identify strategic investment opportunities for the Fund.
After many years of experience in business management and administration, where financial analysis and accounting discipline plays an important role, the field of accounting technology became the main focus in her career.
Marketa was pleased to join the team of GLOBEVEST Capital this year, as a senior accounting technician.
Contributing to the company’s goals and objectives utilizing her previously acquired experience, allows her to offer proficiency regarding the policies and methods in the field of accounting.