MANAGEMENT TEAM

Martin Lalonde, MBA, CFA
President and Portfolio Manager

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, investments, 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) and is an active member of the Ottawa CFA Society. He is also a member of the Leaders Club of the Gatineau Chamber of Commerce and of the Table d’action en entrepreneuriat, an initiative of the Government of Quebec to foster a healthier business environment in the Outaouais region and across Quebec.

Jean Lamontagne, CFA
Vice President, Business Development and Client Servicing

Jean Lamontagne is Vice President, Business Development and Client Servicing. In this position, his main role is to promote the investment strategies of the firm with private clients, brokers, consultants and financial planners.

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 is the President of the Board of the Fondation du Grand séminaire de Montréal. He holds the titles of CFA (Chartered Financial Analyst) and he completed a Bachelor’s Degree in Actuarial Science from Université Laval.

Sébastien Fillion
National Retail Sales Manager

Sébastien Fillion is the National Retail Sales Director. In this capacity, he is responsible for establishing relationships with brokers and investment advisors and promoting Rivemont’s alternative investment solutions

Before joining Rivemont, Mr. Fillion held various positions including investment advisor and representative for investment companies such as Sentry, Desjardins Wealth Management and Excel Funds Management.

Mr. Fillion is a Chartered Financial Analyst candidate and a Fellow of the Canadian Securities Institute candidate.

Keven Perreault
Analyst, Investments and Administration

Keven Perreault assists the portfolio managers in market analysis and in seeking new investment opportunities for the Rivemont Absolute Return Fund and the private wealth mandates. He also assumes responsibilities in portfolio administration and compliance.

– BSc in Business Administration with major in Finance from University of Québec

– Currently pursues the CFA (Chartered Financial Analyst) designation

EXTERNAL CONSULTANTS

Philippe Jetté
Senior Consultant, Rivemont Crypto Fund*

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 is active on the cryptocurrency market since 2013 and he has an advanced expertise in the fundamental analysis of cryptocurrencies.

Philippe Bergeron-Bélanger, Espace MicroCaps
Senior Consultant, Rivemont MicroCap Fund*

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.

– B.Sc in finance from the University of Sherbrooke
– In the process of getting M.Sc Finance from University of Sherbrooke and his CPA-CGA title
– Full-time investor since 2014
– Appeared in many financial publications such as MoneySense and Les Affaires

Mathieu Martin, Espace MicroCaps
Consultant, Rivemont MicroCap Fund*

Mathieu is responsible for the fundamental analysis and monitoring of portfolio companies as well as looking for new investment opportunities for the Rivemont MicroCap fund.

– Full-time investor since 2016
– Currently pursues the CFA (Chartered Financial Analyst) designation
– Publishes many educational articles on the Espace MicroCaps blog (www.espacemc.com) in order to democratize the investment in microcaps

* Rivemont has retained the services of Espace MicroCaps to analyze the securities of the Rivemont MicroCap Fund and Philippe Jetté to analyze the securities of the Rivemont Crypto Fund. Messrs. Bergeron, Jetté et Martin are not employees of Rivemont.

Duly registered with the authorities

Rivemont is registered with the financial authorities as a portfolio manager in Alberta, British-Columbia, Ontario and Quebec. You can confirm this information at any time by clicking on this link : http://www.lautorite.qc.ca/en/registre-entreprise-individu-en-corpo.html

Protecting your assets

The client portfolios are managed by Rivemont but held in accounts at National Bank of Canada, more specifically with a division called the National Bank Independent Network (NBIN).

NBIN is a financial institution that administers assets of more than $400 billion and is a member of the Canadian Investor Protection Fund. This fund protects your assets to a maximum of $1,000,000 (and more in certain cases) in the very unlikely possibility of an insolvency of the financial institution.

By virtue of its mandate, Rivemont transmits instructions to NBIN to buy and sell securities within your account, but under no circumstances does Rivemont have access to the assets held in your account.