Our Team
PATRICK RACICOT, MBA, CFA
Patrick Racicot, who took over from Hélène and Linda at Gagné Johnston Private Wealth, is a portfolio manager and holds the CFA® designation, one of the most prestigious professional designations in finance. He also holds an MBA specialized in investment management from Concordia University and a Bachelor's degree in electrical engineering from McGill University. With over 15 years of investment experience and his diverse professional background, he is very familiar with the various players in our industry. Prior to joining Gagné Johnston Private Wealth, he worked for one of Canada's largest corporate pension plans where he was involved in the selection of investments and the construction of a portfolio of over C$18 billion. In addition to being the lead advisor for our clients, Patrick is also responsible for the development and execution of our investment strategy.
LOÏC POUPART
Loïc Poupart holds a Bachelor's degree in Finance from HEC Montreal and is an Analyst, Investment on our team. Having started his career at PEAK's head office, he has a solid knowledge of operations and has demonstrated outstanding customer service. Rigorous and highly organized, he is responsible for supporting our team in the planning and execution of investment strategies while ensuring the improvement of internal processes and services to our clients. Loïc has completed the Canadian Securities Course (CSC) and holds the Investment Advisor designation. In order to continue to develop his expertise, he is also enrolled in training courses given by the Canadian Securities Institute as he is working towards obtaining the Certified Investment Manager (CIM) designation.
INVESTMENT COMMITTEE
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Our investment committee is consultative and combines the expertise of external portfolio managers with our own. Our goal is to maintain the high quality of our product offering and private wealth services.
Meeting quarterly, the committee examines various aspects such as:
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comparative performance of our portfolios versus the industry ;
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new trends in product and service offerings ;
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economic conditions.
Ensuring the quality and performance of our portfolios and the products with which they are designed is at the heart of our priorities.
Our History
2022
Patrick Racicot takes over Gagné Johnston Private Wealth
2020
Patrick Racicot leaves one of Canada's largest corporate pension plans to join Gagné Johnston Private Wealth with the admitted goal of taking over
2015
The second edition of the book Votre retraite crie au secours by Hélène Gagné is launched
2008
Linda is named Certified International Wealth Manager and becomes the first woman in Quebec and the second in Canada to obtain this prestigious title
2002
Publication of Maximisez votre capital retraite, the first book by Hélène
1994
Linda joins PEAK Financial Group
2023
With a highly qualified succession in place, Hélène Gagné and Linda Johnston
cease their professional activities.
2021
Patrick becomes a partner of Gagné Johnston Private Wealth
2018
Hélène Gagné and Linda Johnston join forces under the Gagné Johnston Private Wealth banner (PEAK Securities)
2013
Hélène joins PEAK Securities
2007
Linda is named a Fellow of the Canadian Securities Institute.
2001
Hélène was one of the first financial advisors in Canada to build her portfolios with exchange-traded funds (ETFs) and to adopt a fee-based rather than commission-based approach
1993
Hélène began a collaboration with Transcontinental (Les Affaires newspaper and Affaires Plus magazine) that would last nearly 30 years
1989
Linda begins her career in financial advising and investment
1985
Hélène starts in investment in Quebec City
Our Founders
HÉLÈNE GAGNÉ
Before ceasing her professional activities, Hélène Gagné was a portfolio manager, financial planner and financial security advisor. Her opinions were regularly solicited by written and electronic medias. Hélène is the author of two books on investment and retirement, including Votre retraite crie au secours (Éd. Transcontinental, 2015).
LINDA JOHNSTON
Before ceasing her professional activities, Linda Johnston was a Fellow of the Canadian Securities Institute. She was a portfolio manager and financial security advisor. Linda was the first woman in Quebec to obtain the title of Certified International Wealth Manager (CIWM) in recognition of her skills in finding optimal solutions for the complex situations of affluent investors.
WANT TO TALK
514-499-8444 | 514-848-0393 | 800-848-0393