Hélène Gagné is a Fellow of the Ordre des Administrateurs agréés du Québec. She is a portfolio manager, financial planner and financial security advisor. Her opinions are 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 is a Fellow of the Canadian Securities Institute. She is a portfolio manager and financial security advisor. Linda is 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.
Patrick Racicot is co-owner of our firm Gagné Johnston Private Wealth. He 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 our team, 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 many of our clients, Patrick is also responsible for the development and execution of our investment strategy.
Catherine Johnston has been active in the investment industry for over twenty years and has acquired a wealth of expertise in the administration of client accounts. In addition to ensuring transactional compliance and accuracy, Catherine oversees the firm’s day-to-day operations. Our clients appreciate her professionalism, dedication and integrity. Catherine plays a pivotal role in the growth and long-term success of the team.
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) in order to obtain his 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.
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