President, Chief Investment Officer and Portfolio Manager
As Chief Strategist at Pratte, Philippe brings in-depth expertise in financial analysis. He identifies key market trends, guides Pratte's investment committee and ensures accurate management of client portfolios. He embodies Pratte's investment philosophy of agility and adaptability.
With over 25 years' experience in the financial sector, Raymond is a recognized expert in portfolio management, holding the CIM designation. He is committed to developing tailor-made financial strategies, with a deep understanding of clients' needs and objectives, and oversees every stage of the financial strategy.
A graduate of the University of Ottawa with a specialization in finance, Daniel also holds the CFA and Financial Planner designations. He brings solid financial expertise, develops financial strategies to maximize clients' wealth, and offers personalized recommendations with integrity.
With degrees in project management and museology, Étienne is Chief Operating Officer at Pratte. He combines creativity and rigor, driving the company's digital transformation and strengthening customer relationships based on trust.
Since 1998, Marie-Josée has been at the heart of our customer relations. Evolving from receptionist to Customer Relations Manager, she is determined to offer quality service. With a degree in arts and a specialization in French, she ensures smooth communication, consolidating our position as a leader in asset management.
With nearly 30 years of financial experience, Brigitte is the backbone of administration at Pratte. Since 2007, her expertise has been crucial to our growth. She manages the accounting department and actively supports the Chief Compliance Officer. Her career, which began in 1992, is a testament to her competence and dedication.
Head of Marketing Communications, Sophie has been the digital face of Pratte since 2017. With a degree in public relations and political science, she energizes our social media presence and decodes financial news for our customers. Her clear communication reinforces our commitment to excellence.
With a degree in psychology from the Université du Québec en Outaouais, Vanessa is at the heart of Pratte's customer relationship management. She ensures a seamless link between customers and the company, delivering a first-rate customer experience.