- The Firm
- Private Wealth
- Advised Funds
Martin Lalonde, MBA, CFA
Martin Lalonde is the founding President of Rivemont Investments and Portfolio Manager. He has many years of experience in the financial markets and held, before founding Rivemont Investments, the position of senior analyst, investment, mergers and acquisitions for a major Canadian agency.
As Portfolio Manager, Mr. Lalonde is responsible for all the strategies of the firm. In that role, he is responsible for the construction of the portfolios including determining the allocation between the different asset classes and the selection of securities.
Mr. Lalonde holds a Master’s Degree in Business Administration (MBA) from the University of Ottawa with specialization in international trade from the École supérieure de commerce of Reims, in France. He also holds the title of CFA (Chartered Financial Analyst).
Jean Lamontagne, CFA
Jean Lamontagne is Vice President and Portfolio Manager. In that position, his main role is to promote the investment strategies of the firm with private clients, brokers, consultants and financial planners. He is also portfolio manager for the Rivemont MicroCap Fund.
Previously, Mr. Lamontagne held the position of Vice President at Triasima Portfolio Management. Prior to that role, he held senior consulting positions at Towers Watson and Towers Perrin in the areas of investment and retirement.
He holds the titles of CFA (Chartered Financial Analyst) and he completed a Bachelor’s degree in actuarial science from Université Laval.
Valérie Marquis is responsible of business development and investor relations. She has over 15 years of experience in the financial industry and has worked at Bank of Montreal, National Bank as a financing solutions specialist and she was in charge of a sales team at Sunlife Financial.
Passionate about entrepreneurship, in 2015 she founded a business concierge firm La Confidente, which offers a range of exclusive services for wealthy clients. She holds a bachelor’s degree in finance administration, has an exempt market license & insurance and is aiming for the title of portfolio manager.
Jeffrey Veilleux is a portfolio manager primarily responsible for the Smart β Maple strategy. He has several years of experience in capital markets for large Canadian banks. His main duties include managing client portfolios, including maintaining asset class weightings, as well as following up with clients.
Mr. Veilleux holds a Master’s degree in Finance from the University of Sherbrooke and is a Certified Investment Manager, CIM®.
Asma is responsible for various tasks related to the administration, client relations and compliance. Prior to joining Rivemont, Asma held a senior customer service position at National Bank of Canada.
Asma joined the Rivemont team in 2020. She holds a Bachelor’s degree in banking and finance from the Institut supérieur de comptabilité et d’administration des entreprises in Tunisia.
Mathieu Martin, CFA
Mathieu is responsible for the portfolio strategy and oversees the research and analysis process for new investment ideas. Being active in the microcaps sector since 2014, Mathieu has been able to develop his network and forge solid relationships with various stakeholders, which leads him to find some of the best microcap opportunities in North America.
Mathieu has been involved with Rivemont since 2018. He brings with him an exceptional knowledge base, having participated in dozens of conferences, and having met hundreds of management teams over the years. He also holds the CFA (Chartered Financial Analyst) designation since November 2020.
Philippe is responsible for the fundamental analysis and monitoring of portfolio companies, as well as looking for new investment opportunities for the Rivemont MicroCap fund. Previously, Philippe was a commodity trader in the energy sector. His passion for fundamental analysis in the public equity markets ultimately led him to join Rivemont.
Philippe holds a Bachelor of Commerce degree from McGill University. He is also currently pursuing the CFA (Chartered Financial Analyst) designation.
Philippe Jetté is responsible for the analysis of the cryptocurrencies for the Rivemont Crypto Fund. Passionate about emerging technologies, Mr. Jetté has closely followed the development of the blockchain technology and has an in-depth understanding of its many advantages, both as a currency and on the various industries that can be reinvented thanks to this revolution.
He has been active in the crypto market since 2013 and bases his expertise in fundamental analysis which leads to successful management results. He holds a CSI certificate on the Canadian Securities Course.
Make an appointment today with our portfolio manager.
We will be happy to contact you within the next 48 hours. For any questions, do not hesitate to contact us directly.
On a quarterly basis, we mail out a financial letter to all of our current and potential clients.
In order to be added to the mailing list, please enter your full name and email address below.