CIK 1569411
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 2026-03-30). 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 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BEAUCHEMIN, ROGER, JEAN | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2014-03 | <5% ·◆ |
| Baudin, Philip, David | DIRECTOR | 2023-04 | <5% ·◆ |
| Boudreau, Janick | EXECUTIVE VP, BUSINESS DEVELOPMENT AND CLIENT PARTNERSHIPS | 2022-02 | <5% ·◆ |
| Chrispin, Gregory | DIRECTOR | 2020-09 | <5% ·◆ |
| Gosselin, Isabelle | EXECUTIVE VICE-PRESIDENT, TALENT MANAGEMENT | 2020-02 | <5% ·◆ |
| Higgins, Karen, Sue Ann | DIRECTOR | 2018-06 | <5% ·◆ |
| LEBLANC, CHARLES | CHIEF OPERATING OFFICER | 2024-02 | <5% ·◆ |
| MCKINNON, IAN | CHIEF INVESTMENT OFFICER | 2024-02 | <5% ·◆ |
| McCarthy, Lynne, Marie | DIRECTOR | 2018-09 | <5% ·◆ |
| Poulsen, Carol, Dianne | DIRECTOR | 2018-09 | <5% ·◆ |
| SAVVAS, PALLARIS | EXECUTIVE VICE-PRESIDENT, COMMERCIAL MORTGAGES | 2013-02 | <5% ·◆ |
| WESSELING, ROBERT PHILLIP | DIRECTOR | 2016-12 | <5% ·◆ |
| WHITE, MICHAEL, JOHN | CHAIRMAN | 2008-04 | <5% ·◆ |
| CARDIN, FRANÇOIS | CORPORATE SECRETARY, GENERAL COUNSEL AND MANAGER CORPORATE AFFAIRS | 2011-06 | <5% |
| Chafee, Kim | VICE-PRESIDENT & CO-HEAD, CANADIAN EQUITIES | 2022-02 | <5% |
| Desnoyers, Yanick | CHIEF ECONOMIC STRATEGIST | 2020-02 | <5% |
| Freyman, Monika | VP SUSTAINABLE INVESTING | 2022-02 | <5% |
| GUETO, ROCIO | VICE-PRESIDENT, CLIENT PARTNERSHIPS - INSTITUTIONAL MARKETS | 2023-02 | <5% |
| Johnston, Kenneth, David | VICE-PRESIDENT, CLIENT PARTNERSHIPS AND HEAD OF PLATFORM DISTRIBUTION | 2022-02 | <5% |
| Kapala, Todd | VICE-PRESIDENT & CO-HEAD, CANADIAN EQUITIES | 2022-02 | <5% |
| Kot, Adam | VICE-PRESIDENT AND HEAD, COMMERCIAL MORTGAGES | 2020-02 | <5% |
| MCKINNA, TYLER | VICE-PRESIDENT, COMMERCIAL MORTGAGES | 2020-02 | <5% |
| PRUD'HOMME, JEAN-MARC | CHIEF COMPLIANCE OFFICER AND CHIEF RISK OFFICER | 2009-12 | <5% |
| Pelland, Carl | VICE-PRESIDENT FIXED INCOME AND HEAD, CORPORATE AND IMPACT BONDS | 2022-02 | <5% |
| Robert, Christian | VICE-PRESIDENT, INVESTMENT SOLUTIONS AND PRODUCT MANAGEMENT | 2020-02 | <5% |
| Stilo, John, Francis | VICE-PRESIDENT, CORE FIXED INCOME | 2024-02 | <5% |
| CO-OPERATORS FINANCIAL SERVICES LIMITEDentity | SHAREHOLDER | 2008-04 | 50–75% ·◆ |
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) |
|---|---|---|---|
| DUROCHER, BENOIT | EXECUTIVE VICE-PRESIDENT AND CHIEF ECONOMIC STRATEGIST · EXECUTIVE VICE-PRESIDENT | 2024-09 | — not seen at a tracked firm |
| BALDWIN, ROBERT, DAVID | DIRECTOR | 2024-09 | — not seen at a tracked firm |
| Angielski, Miles | VICE-PRESIDENT, COMMERCIAL MORTGAGES | 2024-09 | — not seen at a tracked firm |
| Hornung, Gregory, John | VICE-PRESIDENT, COMMERCIAL MORTGAGES | 2024-09 | — not seen at a tracked firm |
| MONETTE, MARC ANDRE | VICE-PRESIDENT, OPERATIONS | 2024-09 | — not seen at a tracked firm |
| YELLE, JOSEE | VICE-PRESIDENT, CLIENT EXPERIENCE, MARKETING STRATEGY AND COMMUNICATIONS · VICE-PRESIDENT, MARKETING AND COMMUNICATIONS | 2024-09 | — not seen at a tracked firm |
| Laliberte, Annie | VICE-PRESIDENT GLOBAL EQUITIES | 2024-09 | — not seen at a tracked firm |
| Mariamo, Roger | VICE-PRESIDENT, CLIENT PARTNERSHIPS - INSTITUTIONAL MARKETS | 2024-09 | — not seen at a tracked firm |
| LAVERICK, JAMES, WILLIAM | DIRECTOR | 2022-03 | — not seen at a tracked firm |
| JALBERT, MICHEL | EXECUTIVE VICE-PRESIDENT, BUSINESS DEVELOPMENT AND CLIENT PARTNERSHIP · SENIOR VICE-PRESIDENT | 2021-03 | — not seen at a tracked firm |
| Duncan, Mathieson, Baxter | EXECUTIVE VICE-PRESIDENT, CANADIAN EQUITIES · VICE-PRESIDENT | 2021-03 | — not seen at a tracked firm |
| SCULLION, IAN | SENIOR VICE-PRESIDENT AND CO-HEAD, INTERNATIONAL EQUITIES · VICE-PRESIDENT, INTERNATIONAL EQUITIES · VICE-PRESIDENT | 2021-03 | — not seen at a tracked firm |
| Labrecque, Martin, Jean | VICE-PRESIDENT, BUSINESS DEVELOPMENT AND CLIENT PARTNERSHIP | 2021-03 | — not seen at a tracked firm |
| Onslow, William, Robert | VICE-PRESIDENT, US EQUITIES | 2021-03 | — not seen at a tracked firm |
| Minns, Brian | VICE-PRESIDENT, SUSTAINABLE INVESTMENT | 2021-03 | — not seen at a tracked firm |
| Siciliano, Dominic | VICE-PRESIDENT, PORTFOLIO CONSTRUCTION, ACTIVE DURATION | 2021-03 | — not seen at a tracked firm |
| WEST, BRUCE | DIRECTOR | 2018-04 | — not seen at a tracked firm |
| THERIEN, MICHEL | DIRECTOR | 2018-04 | — not seen at a tracked firm |
| MESSIER, MICHEL | DIRECTOR | 2018-04 | — not seen at a tracked firm |
| COURTOIS, ROLAND | DIRECTOR | 2017-03 | — not seen at a tracked firm |
| PEPIN, JEAN-FRANCOIS | CO-CHIEF INVESTMENT OFFICER | 2017-03 | — not seen at a tracked firm |
| CARMAND, NORMAND | DIRECTOR · CHAIRMAN OF THE BOARD | 2016-03 | — not seen at a tracked firm |
| BARDSWICK, KATHY | DIRECTOR | 2016-03 | — not seen at a tracked firm |
| MACDONALD, JAMES, F. | CO-CHIEF INVESTMENT OFFICER | 2016-03 | — not seen at a tracked firm |
| LAVERDIERE, DENIS | DIRECTOR | 2015-03 | — not seen at a tracked firm |
| MARSHALL, ANN | DIRECTOR | 2014-03 | — not seen at a tracked firm |
| BURNS, DANIEL | DIRECTOR | 2013-03 | — not seen at a tracked firm |
| LARCHER, MYRIAM | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | 2013-03 | — not seen at a tracked firm |
| FONTAINE, YVAN | CO-CHIEF INVESTMENT OFFICER | 2013-03 | — 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.
