Eric is responsible for the implementation of your Investment Policy Statement (the document that lays out your detailed, customized investment strategy). He also takes care of selecting securities and monitoring their performance. The trust our clients place in him results from his dedication to a high level of service, integrity and total transparency. Eric has a Bachelor of Arts degree in economics from the University of Montreal, and over 30 years of experience as an Investment Advisor and Portfolio Manager. He is also a Fellow of the Canadian Securities Institute (FCSI). A native of Sherbrooke with two daughters, Eric enjoys spending time at their cottage in the Eastern Townships. He is an avid cyclist and skier (participating at many Grand défi Pierre Lavoie).
