Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Among the most highly prized awards of excellence in the Canadian financial world, the Wealth Professional Awards are designed to recognize leaders in the wealth management industry and honour their contributions and outstanding achievements in Canada’s financial industry.

Against this backdrop, in addition to taking home the top award of Global Advisor of the Year in 2016, 2017 and 2019, Francis took home the award for the Discretionary Portfolio Manager of the Year for 2018. In 2020, Francis won the Silver Award for Advisor of the Year – Alternative Investments.

Robert McGrath

Managing Director

Overbay Capital Partners

Robert McGrath is the founder and Managing Director of Overbay Capital Partners. Prior to founding Overbay, Robert was an advisor to institutions on secondary investments in private equity and real estate funds at Setter Capital and PTM Capital. At Setter and PTM, Robert completed over $20 billion in successful secondary transactions across more than 700 transactions. Robert holds a Bachelor of Arts degree from Queen’s University and a Master of Science degree in Accounting & Finance from the London School of Economics.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Among the most highly prized awards of excellence in the Canadian financial world, the Wealth Professional Awards are designed to recognize leaders in the wealth management industry and honour their contributions and outstanding achievements in Canada’s financial industry.

Against this backdrop, in addition to taking home the top award of Global Advisor of the Year in 2016, 2017 and 2019, Francis took home the award for the Discretionary Portfolio Manager of the Year for 2018. In 2020, Francis won the Silver Award for Advisor of the Year – Alternative Investments.

Robert McGrath

Managing Director

Overbay Capital Partners

Robert McGrath is the founder and Managing Director of Overbay Capital Partners. Prior to founding Overbay, Robert was an advisor to institutions on secondary investments in private equity and real estate funds at Setter Capital and PTM Capital. At Setter and PTM, Robert completed over $20 billion in successful secondary transactions across more than 700 transactions. Robert holds a Bachelor of Arts degree from Queen’s University and a Master of Science degree in Accounting & Finance from the London School of Economics.