A knowledgeable and experienced
portfolio management team


The Kent Group, a highly experienced team of 18 top-tier investment professionals, is led by Jean-François Dion, Nathalie Roussin, Sholom Tabak and Alfred Zelhof. Each member of the team is dedicated to serving you and your family with portfolio management and comprehensive wealth management that is unequalled in Canada. We share the same values and embrace the same investment philosophy, working hard every day to help ensure that your prosperity continues far into the future.

When you put your trust in the Kent Group, you are working with an award-winning portfolio management team — professionals who have achieved top-ranking results, award recognition and best-in-class service.

We deliver fully customized portfolios based on a clearly defined investment philosophy, rational and disciplined execution and a collaborative personal relationship. This is what real investment counsel is all about, and that’s what we provide at the Kent Group.

Key professionals - leadership team 

Jean-François Dion, Vice President and Director, Portfolio Manager

Jean-François Dion is a Partner and Portfolio Manager at the Kent Group. He oversees all investment strategy research and portfolio management decisions. Over the course of his distinguished 20-year career at RBC, Jean-François served as Head of Equity Portfolio Management at RBC Dominion Securities in Toronto before moving back to Montreal in 2017 to join the Kent Group. He now leads one of Canada’s most successful private-client portfolio management groups, with over $5 billion in assets under management. Jean-François is an involved alumni of Concordia University, and is a CFA Charterholder.

Nathalie Roussin, Vice President and Wealth Advisor

Nathalie Roussin is a Partner at the Kent Group and leads the Client Relationship Management and Service Team. She is responsible for many of our valued clients. Nathalie joined the Kent Group in 2006 and has over 25 years’ experience in the financial services industry. She holds a B.Comm. from HEC Montréal and has extensive experience working with wealthy clients on complex situations, including high-level financial planning.

Sholom Tabak, Vice President and Wealth Advisor

Sholom Tabak is a Partner at the Kent Group and is responsible for many of our valued clients. He leads the Group’s team of top professionals and oversees our operations. He has more than 25 years’ experience in the financial services industry, where he has earned the trust and respect of both clients and peers. Sholom holds an MBA from John Molson School of Business.

Alfred Zelhof, Wealth Advisor

Alfred Zelhof is a Partner at the Kent Group. He is a CFA Charterholder and Financial Planner (F.Pl.). He is responsible for Client Relations and Service and coordinates comprehensive wealth management plans for clients. Alfred leads the collaboration with our colleagues within the RBC branch network. He joined RBC in 2010 and was one of the top performing financial planners in Canada. Alfred holds a Bachelor of Arts in Economics and Political Science from McGill University and has a Graduate Diploma in Law from BPP Law School in England. Alfred is a member of the executive committee and board of directors of the Institut du cancer de Montréal.

Cherine Mitri, Client Relationship Manager

Cherine Mitri is responsible for Client Relations and Service and coordinates comprehensive wealth management plans for clients. She joined RBC in 1995. Cherine holds a B.Comm. from Université du Québec à Montréal and is a Financial Planner (F.Pl.). She has extensive experience in financial planning, providing comprehensive wealth management solutions for clients, including retirement and estate planning.

Jessica Delfino, Client Relationship Manager

Jessica Delfino joined the Kent Group in 2013 and has over 13 years’ experience in the financial services industry. Jessica holds a B.Comm. from John Molson School of Business and is a Chartered Investment Manager (CIM). She is responsible for Client Relations and Service and coordinates comprehensive wealth management plans. She has extensive experience with client situations involving trusts, estates, insurance and financial planning.

Contact us

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.

To meet with us, please call Nathalie Roussin, Vice President and Wealth Advisor or Sholom Tabak, Vice President and Wealth Advisor at
514-878-7292

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