Alain has over 20 years of experience across different roles in the financial services industry. His background as a Certified Financial Planner and Registered Retirement Consultant lends an overall understanding of how to improve client centricity. He is leading the Western Canadian sales team and works at evolving the team as our market keep growing and changing. Alain holds a bachelor’s degree in Commerce from Laval University, a Certified Financial Planner and Registered Retirement Consultant designations. He likes reading, camping, and biking in his spare time.
Jean David is managing the U.S. and Global equities for Montrusco Bolton Investments Inc. He joined MBII in January 2005 as an equity analyst, covering the financial sector. Jean David holds a Bachelor of Business Administration specialized in Finance from HEC Montréal and has completed the schooling towards obtaining a Master’s degree in Management Sciences, Financial Economy within the same institution. In addition, Jean David holds the Chartered Financial Analyst designation (CFA).
Robert Hiscock is Assistant Portfolio Manager, EAFE Equities, at Montrusco Bolton Investments Inc. (“MBII”). He joined the investment team in 2015 as an analyst. Prior to joining MBII, Robert worked as a senior analyst modeling credit risk at National Bank and as an economic consultant for Analysis Group. In addition to earning a Bachelor of Engineering Physics from Queen’s University, he has obtained a Master of Economics from McGill University and holds the Chartered Financial Analyst designation (CFA).
Marion Croteau is Manager, Corporate Strategy at Montrusco Bolton Investments Inc. (“MBI”). She works directly with the President and Chief Executive Officer and is involved in client servicing and finance in addition to working on different projects. Prior to that, she worked at the trading desk when she joined the firm in 2017. Marion holds a bachelor’s degree in Business Administration from Laval University and holds the Chartered Investment Manager designation (CIM). She is currently pursuing a Master of Science in Finance (MSc) at the John Molson School of Business.
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