Philippe has produced numerous research reports over the years, including many presentations to private foundations and accounts.
Philippe holds a bachelor’s degree in business administration from HEC Montréal (2003). He completed the Canadian Securities Course (2004), has been a Certified Financial Analyst (CFA) since 2009, and earned a CIPM (Certificate in Investment Performance Measurement) in 2011. The CIPM, granted by the CFA Institute, is the only professional designation entirely focused on the presentation and analysis of portfolio managers’ performance. Philippe oversees the creation of tailored presentations to our clients, including quantitative and qualitative analyses of each manager retained by clients. He also ensures that statements of investment policies remain accurate and up-to-date.