CIK 1475940
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-31). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-31. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BOULÉ, SYLVAIN | PRESIDENT & CHIEF EXECUTIVE OFFICER | 1992-02 | 10–25% ·◆ |
| GUAY, RICHARD | SENIOR VICE PRESIDENT, INSTITUTIONAL MARKETS | 2000-09 | 10–25% ·◆ |
| GOLDSMITH, JOHN-HENRI | HEAD OF CANADIAN EQUITIES | 2004-04 | 5–10% ·◆ |
| AYOTTE, JEAN-CLAUDE | SENIOR VICE PRESIDENT, CORPORATE AFFAIRS | 2006-09 | <5% ·◆ |
| BOURDAGES, BENOÎT | VICE PRESIDENT, OPERATIONS AND DATA ANALYTICS | 1996-06 | <5% ·◆ |
| Barres, Olivier | VICE PRESIDENT, FIXED INCOME AND CLIENT SERVICING | 2018-02 | <5% ·◆ |
| DROLET, MARC | VICE PRESIDENT, HEAD OF CLIENT SERVICING | 2021-08 | <5% ·◆ |
| DUQUETTE, CLAUDEANDRÉ | SENIOR VICE PRESIDENT, HEAD OF BUSINESS DEVELOPMENT AND MARKETING | 2021-01 | <5% ·◆ |
| FAKHRY, DINA | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER/CORPORATE SECRETARY | 2022-09 | <5% ·◆ |
| GAREAU, KARINE | VICE PRESIDENT, PEOPLE & CULTURE | 2023-03 | <5% ·◆ |
| HISCOCK, ROBERT | PORTFOLIO MANAGER | 2021-09 | <5% ·◆ |
| LECAVALIER, MARC | SENIOR PORTFOLIO MANAGER, SMALL AND MID-CAP EQUITIES | 2025-12 | <5% ·◆ |
| LÉGER, FABRICE | VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER | 2024-06 | <5% ·◆ |
| MELOCHE, JEAN-DAVID | HEAD OF GLOBAL EQUITIES | 2005-01 | <5% ·◆ |
| ROY, STÉPHANE | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | 2025-12 | <5% ·◆ |
| RUSSELL, TIMOTHY | VICE PRESIDENT, CLIENT SERVICING | 1997-08 | <5% ·◆ |
| SIMONIAN, SIMON | PORTFOLIO MANAGER | 2014-07 | <5% ·◆ |
| ST-GERMAIN, JULIE | VICE PRESIDENT, CLIENT SERVICING | 2023-03 | <5% ·◆ |
| SZCZEPKOWSKI, JASON | VICE PRESIDENT, ASSISTANT HEAD OF CLIENT SERVICING, NORTH AMERICA | 2017-06 | <5% ·◆ |
| THÉRIEN, GINETTE | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER | 1998-12 | <5% ·◆ |
| TREMBLAY, SIMON | VICE PRESIDENT, INSTITUTIONAL MARKETS | 2025-12 | <5% ·◆ |
| SHAHIN, MUNIR | SHAREHOLDER | 2021-09 | <5% |
| STUSIO, PIOTR MAREK | SHAREHOLDER | 2023-03 | <5% |
| WGAM STRATEGIC PARTNERSHIP FUND LPentity | SHAREHOLDER | 2025-12 | 25–50% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| CHEONG, KIMBERLY, MELISSA | PORTFOLIO MANAGER · SENIOR ANALYST | 2024-11 | — not seen at a tracked firm |
| BOUET, MICHAEL, PIERRE | SENIOR ANALYST | 2024-11 | — not seen at a tracked firm |
| NIANG, ALE, BADARA | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | 2024-11 | — not seen at a tracked firm |
| FORTIER, MARC-OLIVER | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| HAAS, MARK ALEXANDER | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| PATEL, MUNJAL VASANTBAI | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| MAGGIORE, GIACOMO | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| MCNEILL, MATHEW | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| GARNIER, MELINE | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| HOW, MARYLEE | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| CASSAR, JENNIFER | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| MACKAY, CHRISTINE | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| MOKRI, MELORI | SHAREHOLDER | 2024-11 | — not seen at a tracked firm |
| DiMassimo, Giuseppe | VICE PRESIDENT, BUSINESS DEVELOPMENT | 2023-03 | — not seen at a tracked firm |
| Natal, Marc | VICE PRESIDENT, CLIENT SERVICING | 2020-03 | — not seen at a tracked firm |
| SENECAL, DENIS | SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES | 2019-03 | — not seen at a tracked firm |
| CHIADMI, ISMAEL | SENIOR VICE PRESIDENT · VICE PRESIDENT | 2018-03 | — not seen at a tracked firm |
| GODIN, CHRISTIAN | SENIOR VICE PRESIDENT | 2017-03 | — not seen at a tracked firm |
| LEBLANC, ROBERT, YVON | VICE PRESIDENT, BUSINESS DEVELOPMENT | 2016-03 | — not seen at a tracked firm |
| SHAHRIARI, BEHRAK | PORTFOLIO MANAGER | 2014-03 | — not seen at a tracked firm |
| GAUVIN, KARL | VICE PRESIDENT, CORPORATE DEVELOPMENT | 2013-11 | — not seen at a tracked firm |
| BOISVERT, JOCELYN | VICE PRESIDENT, COMPLIANCE AND MARKETING | 2013-02 | — not seen at a tracked firm |
| MELOCHE, JEAN | VICE PRESIDENT | 2013-02 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
