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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
* Required field

Promoting recognition of the CFA® designation and supporting the growth of the Montreal financial community

The members of the board of directors, executive committee, management team and working committees of CFA Montreal all exemplify the efficiency, knowledge and expertise that we promote. They demonstrate this intellectual strength and commitment in all that they do on behalf of the Society.

The professional background, governance experience and network of contacts of these individuals are taken into account when they are appointed to the board of directors. In this way, each new member makes a valuable contribution to the Society and its members.


2016 – 2017 Board of directors

Jarislowsky Fraser
Biography Notes

Sophie Palmer is a portfolio manager at Jarislowsky, Fraser Limited, one of Canada's leading independent investment firms. She has joined the firm in 1999 and became a Partner in 2008. Sophie currently manages portfolios and relationships for Private Wealth and Institutional clients in Canada. She also serves on many not-for-profit boards and committees. Sophie holds a bachelor in actuarial mathematics and earned the CFA Charter in 2006.

2nd VICE-PRESIDENT Programs and activities Chair
Intact gestion de placements
Biography Notes

Carl Robert is Director and Portfolio Manager at Intact Investment Management.  Carl has more than 14 years of experience in the capital markets working for asset management firms in Canada and the United States.  Combining a background in physics (Ph.D. University of Maryland. M.Sc and B.Sc. Laval University),experience as a researcher and professor (University of California Santa Barbara, Reims University) as well as training in finance (Financial Risk Manager 2007, Chartered Financial Analyst Charterholder 2010), Carl also volunteers with the CFA Montreal Society since 2011.

1st VICE-PRESIDENT Communication Chair
Industrielle Alliance Valeurs Mobilières Inc.
Biography Notes

Kelly Trihey is a Portfolio Manager with Industrial Alliance Securities and partner of Trihey Financial Group Inc. Kelly provides wealth management services and manages private client portfolios. She Also councils Corporate Clients on group benefits and succession planning strategies. Prior to becoming a Portfolio Manager, Kelly worked for 5 years at State Street Global Advisors, an institutional pension fund manager where she started her career as assistant portfolio manager and became a product specialist. Kelly graduated from McGill University with a Bachelors’ of commerce degree and is a Chartered Financial Analyst since 2006. She is First-Vice President of the Montreal CFA society.

TREASURER AND DIRECTOR Industry outreach Chair
Addenda Capital
Biography Notes

Ralph Daghfal is responsible for developing and expanding business partnerships with institutional clients and consultants in Eastern Canada. Prior to joining the Addenda Capital team, Ralph worked in institutional business development at CIBC Asset Management (2012-2015), at MFS McLean Budden (2007-2012) and at TD Asset Management (1999-2007). He also held various positions within TD Asset Management, including Portfolio Manager (1997-1999) and Investment Specialist (1995-1997). Ralph holds a Bachelor of Commerce degree with a major in Finance from Concordia University (1994). He holds the Chartered Financial Analyst (CFA®) designation.

Fiera Capital
Biography Notes

Frederick Chenel is a member of the Institutional Markets team and participates in the marketing effort with various consulting firms and institutional clients. He is also a member of the firm’s Institutional Alternatives team, responsible for the marketing and development of Fiera’s alternative strategies. Mr. Chenel has 12 years of industry experience and joined the firm in 2010. Prior experiences include Practice Leader and Research Analyst positions at a leading Canadian investment consulting firm. Mr. Chenel graduated from McGill University with a Bachelor of Commerce (BComm), majoring in Finance. He later obtained the Chartered Financial Analyst (CFA) designation

IPSOL Capital
Biography Notes

Jacques Lussier is a former academician at HEC Montreal and has worked within the financial industry for 18 years at Desjardins Global Asset Management (DGAM) where he was Chief Investment Strategist until March 2013. During his career, Jacques has been involved in most segments of the asset management industry: portfolio policy and global asset allocation for institutional clients, funds of funds management both alternatives and traditional, research leading to product design and product management in the equity, commodity and asset allocation space and management of high net worth platforms. Jacques earned a M.Sc. in Finance from HEC Montreal and a Ph.D. in International Business from the University of South Carolina. He is a CFA and President of CFA Society Montreal (2013-2015). He is a board member of Régie des Rentes du Québec and a member of its investment and audit committees. He is also a member of the advisory board of InvestorLit and the author of the book “Successful Investing Is A Process” published by Wiley and Bloomberg Press in December 2012. With Hugues Langlois, Jacques published a second book "Rational Investing" in March 2017. He is one of Finance and Investment Top 25 financial personalities of 2017.

Otéra Capital
Biography Notes

Janick Boudreau is Director, Portfolio Management at Otéra Capital, a subsidiary of Caisse de dépôt et placement du Québec, specialized in commercial real estate financing. Previously, she worked as a consultant for institutional investors. She has over 15 years of experience in the investment industry. Janick holds a BBA from HEC Montreal and an MBA from McGill. She earned her CFA charter in 2001. Janick joined the Society’s board in 2007 and she served as President from 2011 to 2013. She was Chair of the CAC Oversight Committee in 2011-2012. In 2013, she was awarded the Volunteer of the year in Canada by CFA Institute. Janick is currently a member of the Society Brand Council of CFA Institute.

DIRECTOR Professional development and mentorship Chair
Caisse de dépôt et placement du Québec
Biography Notes

Since 2014, Odrée Ducharme, CFA, is Senior Director, Strategy at La Caisse de dépôt et placement du Québec (CDPQ). She advises the executive team on the design, planning and execution of CDPQ' investment strategy. Between 2005 and 2013, she was Director, Performance analysis. She oversaw a team that analyses the performance of alternative asset classes and also CDPQ's total return. Odrée started her career at the CIBC after graduating from HEC Montréal in 2001.

DIRECTOR Employers outreach Chair
Autorité des marchés financiers
Biography Notes

Moad Fahmi is a Financial Markets Specialist at the Autorité des marchés financiers (AMF), the provincial securities regulator. Before joining the AMF, he was a senior manager at Laurentian Bank and the Business Development Bank of Canada (BDC). With a decade of industry experience Moad holds a B.B.A. from HEC Montreal and has completed the Investment Management Workshop at Harvard Business School and the Quantitative Investment Strategies program at the Amsterdam Institute of Finance. He earned his CFA charter in 2011 and currently sits as Vice-Chair of the Canadian Advocacy Council for Canadian CFA Institute Societies (CAC).

DIRECTOR Networking, volunteer outreach and social media Chair
Gaz Métro
Biography Notes

Mariem Elsayed is Senior Advisor, Investor Relations with Gaz Métro, a leading energy provider and the largest natural gas distribution company in Québec. Mariem has held various positions over the course of her career including roles in investment banking, treasury operations, project management and investor relations. She holds a BBA from HEC Montréal, an MBA from McGill University and is a CFA and CAIA charterholder. She joined the board of CFA Montreal Society in 2015.

DIRECTOR University liaison Chair
Banque Nationale
Biography Notes

Salim Laaroussi is a Director in the Risk Management Solutions Group at National Bank Financial Markets. During the last five years, he advises Canadian enterprises at hedging their currency risks, using derivatives. Salim completed a B.Eng. in electrical engineering from the Ecole Polytechnique of Montreal and an MBA in Investment Management from Concordia University. He earned his CFA Charter in 2013.

DIRECTOR Sponsorships Chair
Caisse de dépôt et placement du Québec
Biography Notes

Patrick De Roy joined CDPQ in October 2016 as Senior Vice-President, Research Depositors and Total Portfolio. He is responsible for portfolio construction, financial modelling, strategic support to cross-sector research activities and to advisory activities for depositors, innovation, and contributes to the oversight of specialized portfolios. Patrick is a member of the management and investment committees in his unit and of CDPQ’s asset allocation committee. Patrick has close to 20 years of experience as a portfolio manager and investment advisor. As part of his role, he developed portfolio construction tools, implemented management structures and developed integrated risk management strategies, leveraging various asset classes, including those less liquid. Before joining CDPQ, Patrick was a partner and leader of the investment and risk management practice at Eckler, a leading Canada-wide advisory firm. He has also worked as institutional portfolio manager in fixed income at Fidelity Investments, senior asset-liability strategist for the Americas at UBS Asset Management, and headed the national risk management practice at Morneau Shepell. Patrick received his degree in actuarial science from Université Laval and holds the following designations: Certified Financial Analyst (CFA), Fellow of the Society of Actuaries (FSA), Fellow of the Canadian Institute of Actuaries (FCIA), Financial Risk Manager (FRM) and Chartered Enterprise Risk Analyst (CERA).

DIRECTOR Membership Chair
Biography Notes

Information to come


Sophie Palmer, CFA  2015-2016

Jacques Lussier, CFA  2013-2015

Janick Boudreau, CFA  2012-2013

Vincent Fournier, CFA  2011

Mario Lavallée, CFA  2010

to view the complete list

Miville Tremblay, CFA  2008-2009

Michele Moisan-Girard, CFA  2007

Dan Popescu  2006

Eric Léveillé, CFA  2005

Michele E. Holland, CFA  2004

Eric Fontaine, CFA  2003

Normand Coulombe, CFA  2002

Stephane Gagnon, CFA  2001

Benoit Paradis, CFA  2000

Jean-Paul Giacometti, CFA  1999

William K. Kovalchuk, CFA  1998

K. Kathy Fazel, CFA  1998

William K. Kovalchuk, CFA   1997

Rodrigue Lussier, CFA   1996

Carl S. Bang, CFA   1995

Vincent Duhamel, CFA   1994

Monique E.M. Gravel, CFA   1993

Marie-Josee Privyk, CFA   1992

Claude G. King, CFA   1991

Norman Heimlich   1990

Guy R. Casgrain, CFA   1989

Peter C. Hill   1988

Robert M. Leopold   1987

Leonard Racioppo, CFA   1986

Barry E. Newlove, CFA   1985

Denis S. Giroux, CFA   1984

Michel G. Perreault   1983

J. Douglas Berry, CFA   1982

Peter B. Reid, CFA   1981

Patricia J. Bernier-Bougie, CFA   1980

Robert Henry Gibson, CFA   1979

Marielle A. Bourgeois, CFA   1978

Maurice Jodoin, CFA   1977

Roy Richard Naudie   1976

A. Marion Van Dyke-Cooper, CFA   1975

John S. Lane   1973

J. Stuart Spalding   1972

Brian T. Lomas   1971

David G. Dorion   1970

Margaret E. Cameron   1969

Carl H. Otto, CFA   1968

Jules A. Huot   1967

George Cretzianu   1964

Richard H. Stevenson   1962

George B. Seely   1961

Donald C. Cameron, CFA   1960

Guynemer T. Giguere   1959

James E. Morgan   1958

J. R. Petrie   1956

Willard S. Bush   1953

Peter D. Falk   1951

T. B. Ryan   1950







to view the complete list