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The role of our committee : independence, discipline and experience

  • Writer: Patrick Racicot
    Patrick Racicot
  • 3 days ago
  • 2 min read

The role of our investment commitee : independence, discipline and experience


A Vast and Complex Investment Universe


The Canadian financial landscape is constantly expanding. According to the Investment Funds Institute of Canada, there are over 150 mutual fund and ETF manufacturers, representing more than 4,600 products. And this doesn’t even include other investment vehicles: individual stocks, bonds, GICs, Treasury bills, segregated funds, structured notes, or the wide array of U.S. and international securities accessible to Canadian investors.


Every month, new products enter the market, often accompanied by attractive marketing campaigns. The result is a major challenge for investors — how to build a coherent, efficient portfolio tailored to their goals between 5,000, 10,000, or even 15,000 options.


Selection Based on Expertise, Not Trends


Investment decisions are never driven by personal preferences or short-term trends. They are rigorously overseen by our investment committee, which brings together five seasoned professionals with complementary expertise.


  • Gaétan Lebrun, B.B.A., CIMMD, F. Pl. – Portfolio Manager, Financial Security Advisor, and Financial Planner with nearly 25 years of experience.

  • Gino Gauthier, B.B.A., CIMMD, F. Pl. – Portfolio Manager, Financial Security Advisor, and Financial Planner with over 25 years of experience.

  • Patrick Racicot, B.Eng., MBA, CFA – Portfolio Manager with a specialized Master’s in Investment Management and over 15 years of experience.

  • Francis Poirier, B.B.A., M.Fin., CFA, Pl. Fin. – Associate Portfolio Manager, Financial Security Advisor, and Financial Planner, with a Master’s in Finance and over 5 years of experience.

  • Loïc Poupart, B.B.A., CIMMD – Associate Portfolio Manager.


The committee meets regularly to analyze markets, review portfolios, and adjust as needed. Their diverse experience, complementary skills, and independent approach ensure governance that consistently supports your financial objectives.


Our Structured Process is Built on Three Core Pillars :


Independence


Our investment committee operates with complete independence.

We do not receive any sales commissions or financial incentives from product manufacturers.

No sales pressure. No distribution targets. No external influence.


This positioning allows us to only recommend solutions that serve your interests and financial goals, with complete objectivity.


Discipline


Each investment product is evaluated according to strict criteria :


  • Fee structure

  • Transparency

  • Tax efficiency

  • Quality of management

  • Liquidity

  • Complementarity with the actual portfolio


We avoid chasing market trends and focus on rational, evidence-based decision-making. Portfolios are reviewed regularly to ensure they remain well-positioned in a constantly evolving economic environment.


Experience


Our portfolio managers have navigated multiple market cycles: bull markets, corrections, and financial crises.


Their practical experience enables them to make well-considered decisions and remain aligned with the strategy, even in volatile markets.


Every choice is grounded in solid data and refined professional judgment built over years of experience.


Conclusion : Governance that Protects Your Wealth


In a financial world that is both dynamic and complex, our investment committee provides disciplined, independent management grounded in experience.


Every decision is made with rigor, thoroughly documented, and aligned with a single objective: to grow and preserve your wealth over the long term, with consistency, transparency, and peace of mind.


Patrick Racicot

 
 
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