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.

Jeff Bradacs

Portfolio Manager, Canadian Equities

Picton Mahoney Asset Management

Jeff is a portfolio manager at Picton Mahoney Asset Management, specializing in Canadian equities. Prior to joining us, Jeff was vice president and senior portfolio manager at BMO Global Asset Management, where he was lead portfolio manager for Canadian large-cap equity portfolios, managing over $6 billion AUM. Prior to that, he spent over a decade at Manulife Asset Management, joining as an analyst and progressing to managing director and portfolio manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeff is a CFA charterholder and has an Honours B.Admin. from the Richard Ivey School of Business at Western University.

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.

Jeff Bradacs

Portfolio Manager, Canadian Equities

Picton Mahoney Asset Management

Jeff is a portfolio manager at Picton Mahoney Asset Management, specializing in Canadian equities. Prior to joining us, Jeff was vice president and senior portfolio manager at BMO Global Asset Management, where he was lead portfolio manager for Canadian large-cap equity portfolios, managing over $6 billion AUM. Prior to that, he spent over a decade at Manulife Asset Management, joining as an analyst and progressing to managing director and portfolio manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeff is a CFA charterholder and has an Honours B.Admin. from the Richard Ivey School of Business at Western University.

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.

Kevin McCreadie

CEO and Chief Investment Officer

AGF Management Ltd.

Francis Sabourin

Senior Portfolio Manager & Senior 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.

Carl Dussault

CEO

Evovest

In 2017 Carl founded Evovest with the ambition to provide asset management services applying artificial intelligence and evolutive learning techniques. He guides and supports the team to achieve a differentiated alpha source by combining investment expertise with machine learning for equity products, while heading the business strategy.

Before launching Evovest, Carl was an Associate Portfolio Manager at Intact (2012-2017) and an Investment Advisor at BMO Nesbitt Burns (2008-2011). Carl holds a bachelor’s degree in Business Administration (B.B.A.) Finance and a master’s degree in Finance from HEC Montréal. He is also a CFA charterholder (2015).

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.

Bryan Kelly

Managing Director

AQR Capital Management

Bryan Kelly is a Managing Director and Head of Machine Learning at AQR Capital Management. In addition to his role as Head of Machine Learning, Bryan is also a Professor of Finance at the Yale School of Management, a Research Fellow at the National Bureau of Economic Research and an Associate Director of SOM’s International Center for Finance, and was a tenured professor of finance at the University of Chicago Booth School of Business from 2010 to 2017. His research has been published in the American Economic Review, the Quarterly Journal of Economics, the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies, among others. Bryan earned an A.B. in economics from the University of Chicago, an M.A. in economics from the University of California, San Diego and a Ph.D. in Finance from New York University.

Francis Sabourin

Senior Portfolio Manager & Senior 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.

Paul Desmarais III

Chairman and CEO

Sagard

 Paul Desmarais III is the Chairman and CEO of Sagard, an alternative asset management firm active in venture capital, private equity, credit, and real estate. 

Paul has led Sagard since 2016, along with a handful of close partners bound by a common vision: partnering with entrepreneurs to catalyze transformation in our investments and communities. Sagard has experienced outstanding growth, with assets under management increasing to over $30B. 

Under Paul, Sagard has built a global network of expertise that helps companies lead, embrace, and stay ahead of disruptive trends, expanding activity in North America, Europe, and the Middle East. The team is behind some of the largest technology success stories in Canada such as Wealthsimple, Koho, Nesto, and Dialogue. Sagard is also behind incredible international entrepreneurial journeys such as the growth of Ceva Sante Animale, the creation of Kiloutou as a French equipment rental champion, and the creation of Alan in the insurance space in France. 

Paul engages actively in growing Sagard companies. Within the Sagard ecosystem, Paul is the Executive Chairman and Co-Founder of Portage (fintech & financial services investing) and the Chairman and Co-Founder of Diagram (venture builder). Within the investment portfolios, he is the Chairman of Wealthsimple, Novisto, and Sagard Wealth, and a director of Nesto and Midas. Paul also sits on the board of Empower, the number two 401(k) business in the U.S. 

Paul is dedicated to helping build a better business world. He is Co-Founder of the Afrodescendant Leadership Alliance and the Indigenous Leadership Circle, where emerging Black and Indigenous leaders learn about creating wealth and networks giving them tools and resources that can be reinvested in their communities. Under Paul’s leadership, Sagard has committed to a more sustainable financial system by becoming a signatory of the United Nations Principles for Responsible Investment, enlisting as a CREO participant, and embarking on its journey to carbon neutrality. 

Paul was also co-chair of the Centraide (United Way) campaign in 2022 and now serves as Chair of the Major Donors campaign, playing a crucial role in mobilizing significant support for social equity and poverty reduction initiatives in the Greater Montreal area. He is also Honourary Co-President of the Sainte-Justine Hospital’s Foundation 2023-2028 campaign, where he actively contributes to advancing children’s health. Furthermore, he is a member of the 2023-2028 campaign of the Montreal Museum of Fine Arts. 

Paul is also a CMi mentor and founded Young Canadians in Finance. His exceptional contributions have been recognized with accolades such as the prestigious “MBA of the Year” award, solidifying his reputation as both a business leader and a compassionate advocate for positive change. 

Finally, Paul received the Arnold Edinborough Award for his work chairing the fundraising campaign for the Kenojuak Culture Center. He was formerly a board member of the Rideau Hall Foundation, Alpine Canada, and the Glenbow Museum, and co-chaired the True Patriot Love Expedition to the magnetic North Pole. 

Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Strategy Group and Special Situations Group, Imerys S.A. in supply chain management and strategy, and Great-West Lifeco Inc. in risk management. He has earned a B.A. in Economics from Harvard College and holds an MBA from INSEAD. Paul resides in Montreal with his wife and four children.