CIK 1505817
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BERGEVIN, CHRISTIANE | DIRECTOR | 2010-06 | <5% ·◆ |
| BERTHIAUME, DENIS | DIRECTOR | 2010-12 | <5% ·◆ |
| BLANCHETTE, PIERRE | SENIOR VP FINANCE | 2010-09 | <5% ·◆ |
| BROSSEAU, SYLVAIN | COO, DIRECTOR | 2003-06 | <5% ·◆ |
| DES ROCHES, VIOLAINE | SENIOR VP LEGAL AFFAIRS, CHIEF COMPLIANCE OFFICER | 2010-09 | <5% ·◆ |
| DESJARDINS, JEAN-GUY | CEO, CIO, DIRECTOR | 2003-09 | <5% ·◆ |
| JONES, MERRI, LOUISE | EXECUTIVE VP, PRIVATE WEALTH | 2010-06 | <5% |
| MONTY, JEAN CLAUDE | DIRECTOR | 2003-11 | <5% ·◆ |
| NISKER, NEIL | DIRECTOR | 2010-07 | <5% ·◆ |
| PAIEMENT, LUC | DIRECTOR | 2012-04 | <5% ·◆ |
| PENNYCOOK, DAVID, BRUCE | DIRECTOR, VICE CHAIRMAN AND EXECUTIVE VP, INSTITUTIONAL MANAGEMENT | 2012-04 | <5% ·◆ |
| SCACE, ARTHUR, RICHARD | DIRECTOR | 1989-05 | <5% ·◆ |
| SHAW, DAVID, ROBINSON | DIRECTOR | 2006-05 | <5% ·◆ |
| ST-HILAIRE, ALAIN | SENIOR VP, HUMAN RESOURCES | 2010-09 | <5% ·◆ |
| TRÉPANIER, ROBERT | SENIOR VP, OPERATIONS AND INFORMATION TECHNOLOGY | 2010-09 | <5% ·◆ |
| VACHON, LOUIS | DIRECTOR | 2012-04 | <5% ·◆ |
| VIAU, ALEXANDRE | EXECUTIVE VICE PRESIDENT, STRATEGIC INVESTMENT PARTNERSHIPS | 2012-03 | <5% ·◆ |
| WALKER, WILLIM, ROSS | DIRECTOR | 1997-05 | <5% ·◆ |
| FIERA CAPITAL LPentity | SHAREHOLDER | 2010-09 | 25–50% ·◆ |
| TCAN INVESTMENT MANAGEMENT INC.entity | SHAREHOLDER | 2012-04 | 25–50% |
| CAMBRIDGE ADVISORSentity | SHAREHOLDER | 2012-04 | 5–10% |
| GOODMAN & COMPANY INVESTMENT COUNSEL LTDentity | SHAREHOLDER | 2008-11 | 5–10% |
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) |
|---|---|---|---|
| CRAVEN, JAMES | EXECUTIVE VP, INVESTOR SOLUTIONS | 2012-11 | — 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.
