Philippe is a Co-Founder, Portfolio Manager and Chief Strategist. He specializes in top-down, quantitative and technical financial analysis of the various financial markets and their sectors.
Raymond has been in the financial industry for over 25 years. He holds the Canadian Financial Planner (CFP) designation as well as the Certified Investment Manager (CIM) designation. He acts as the Chief Compliance Officer for the firm.
Daniel Clément is a portfolio manager. He has been in the financial services industry since 2014. Having worked at Desjardins and RBC between 2014 and 2019, he has gained solid experience in developing financial and tax strategies for individual and corporate clients. Daniel holds a Bachelor of Commerce degree with a specialization in Finance from the University of Ottawa and holds the CFA (Chartered Financial Analyst) and Financial Planner designations from the IQPF.
With a Master's degree in Project Management, Etienne is first and foremost a person who is fully dedicated to what he does. Head of Operations at Pratte Portfolio Management, he has spent the last fifteen years developing expertise in digital transformation, change management, business development and organizational processes.
Since 2015, Marie-Josée has been the Director of Client Relations and assistant to the portfolio managers. A graduate of the University of Ottawa with a degree in Arts, majoring in French, she has been part of the team since 1998 and her attention to detail and work well done helps maintain the quality standard of client service at the heart of the firm's entrepreneurial culture.
Brigitte is Director of Administration, responsible for accounting and assists the Chief Compliance Officer. Brigitte has been in the banking and financial industry since 1992 and joined our team in 2005. She holds a college diploma in administrative techniques with a finance option, as well as training in securities trading.
Sophie has a degree in Public Relations, a Bachelor of Political Science and several courses in social media with BCIT (British Columbia Institute of Technology).
Vanessa supports the client relations department while performing administrative functions. She holds a Bachelor's degree in Psychology from the Université du Québec en Outaouais. Since her very first student job, she has developed a curiosity for finance and economics.