Client Portal

 

Team

Mathieu Blais

Co-Founder & Portfolio Manager

Mathieu is passionate about financial markets and technology, which is why he chose to dedicate his career to optimizing financial needs and matching them with the best investment opportunities. Engineer by training (and soul), he finds beauty in well-written lines of code and is always eager to learn new things.

 

Before founding BeeQuest, Mathieu was working for a major global asset management firm where he was Head of Investment Execution and Implementation after 8 years of services. In this role, he was overseeing the equity, money market and FX trading desks, in addition to managing the portfolio rebalancing teams globally. This experience brought him a vast skillset and a deep understanding of the capital markets and the private wealth and institutional businesses.

Professional Designations
and Academic Background

  • Chartered Financial Analyst (CFA), CFA Institute (2017)
  • Chartered Alternative Investment Analyst (CAIA), CAIA Association (2014)
  • Master of Science in Administration (M.Sc.), Finance, HEC Montréal (2012 to 2013)
  • Specialized Graduate Diploma in Management, HEC Montréal (2011)
  • Bachelor of Mechanical Engineering (B.Eng.), École Polytechnique de Montréal (2007 to 2011)

Mathieu Blais

Co-Founder & Portfolio Manager

Mathieu is passionate about financial markets and technology, which is why he chose to dedicate his career to optimizing financial needs and matching them with the best investment opportunities. Engineer by training (and soul), he finds beauty in well-written lines of code and is always eager to learn new things.

 

Before founding BeeQuest, Mathieu was working for a major global asset management firm where he was Head of Investment Execution and Implementation after 8 years of services. In this role, he was overseeing the equity, money market and FX trading desks, in addition to managing the portfolio rebalancing teams globally. This experience brought him a vast skillset and a deep understanding of the capital markets and the private wealth and institutional businesses.

Professional Designations
and Academic Background

  • Chartered Financial Analyst (CFA), CFA Institute (2017)
  • Chartered Alternative Investment Analyst (CAIA), CAIA Association (2014)
  • Master of Science in Administration (M.Sc.), Finance, HEC Montréal (2012 to 2013)
  • Specialized Graduate Diploma in Management, HEC Montréal (2011)
  • Bachelor of Mechanical Engineering (B.Eng.), École Polytechnique de Montréal (2007 to 2011)

Tommy Ouellet

Co-Founder & Portfolio Manager

In work as in life, Tommy has always been driven by the same modus operandi: always strive for excellence. This approach translates in everything he does at BeeQuest as he always seeks to achieve the best results for his clients in the most sustainable manner. His objective is simple yet ambitious: to offer the same high-quality, institutional-grade strategies to all investors, both large and small.

 

Prior to founding BeeQuest, Tommy accumulated over 12 years of experience within the financial market industry, including as Vice President and Portfolio Manager for a leading portfolio management firm where he was responsible for overseeing and managing over 15 billion of financial assets. Drawing on his experience and background as an actuary, he had the opportunity throughout his career to work with and accompany several investors in the design, construction, implementation, and management of many sophisticated investment strategies.

Professional Designations
and Academic Background

  • Certificate in Quantitative Finance (CQF), CQF Institute / Fitch Learning (2017)
  • Chartered Financial Analyst (CFA), CFA Institute (2013)
  • Fellow of the Canadian Institute of Actuaries (FCIA), Canadian Institute of Actuaries (2012)
  • Fellow of the Society of Actuaries (FSA), Society of Actuaries (2009)
  • Bachelor of Actuarial Science (B.Act.Sc.), Université Laval (2006 to 2009)

Eric Brunet

Vice President, Research & Technology

Recognized as a mobilizing, sustainability-focused team player, Eric has consistently brought an ambitious, data-driven vision to every organization he has worked with. A strong believer that data should be treated as a first-class citizen, he devotes his work to searching through for hidden insights, transforming what seems complex into the simplest matters.

 

Eric brings to BeeQuest over 12 years of experience in the financial markets industry, most notably in quantitative research and portfolio management for a multi-strategy fund with over $1 billion in assets under management. Trained as an actuary, he has been responsible for implementing key elements of risk management practices in the roles he held throughout his career.

Professional Designations
and Academic Background

  • Fellow of the Canadian Institute of Actuaries (FCIA), Canadian Institute of Actuaries (2018)
  • Fellow of the Society of Actuaries (FSA), Society of Actuaries (2015)
  • Chartered Financial Analyst (CFA), CFA Institute (2014)
  • Bachelor of Actuarial Science (B.Act.Sc.), Université du Québec à Montréal (2007 to 2010)

Eric Brunet

Vice President, Research & Technology

Recognized as a mobilizing, sustainability-focused team player, Eric has consistently brought an ambitious, data-driven vision to every organization he has worked with. A strong believer that data should be treated as a first-class citizen, he devotes his work to searching through for hidden insights, transforming what seems complex into the simplest matters.

 

Eric brings to BeeQuest over 12 years of experience in the financial markets industry, most notably in quantitative research and portfolio management for a multi-strategy fund with over $1 billion in assets under management. Trained as an actuary, he has been responsible for implementing key elements of risk management practices in the roles he held throughout his career.

Professional Designations
and Academic Background

  • Fellow of the Canadian Institute of Actuaries (FCIA), Canadian Institute of Actuaries (2018)
  • Fellow of the Society of Actuaries (FSA), Society of Actuaries (2015)
  • Chartered Financial Analyst (CFA), CFA Institute (2014)
  • Bachelor of Actuarial Science (B.Act.Sc.), Université du Québec à Montréal (2007 to 2010)

Advisory Board

Carole Berthiaume

Carole cumulates more than 35 years of experience in the financial industry and has worn many hats throughout her career. From portfolio manager to strategic project manager, she knows the asset management business inside out.

 

Over the past years, Carole has had the opportunity to coach and mentor numerous professionals, and her guidance is highly valuable for our journey and growth.

Professional Designations
and Academic Background
  • Master of Business Administration (MBA), McGill University (1994)
  • Bachelor of Actuarial Science (B.Act.Sc.), Sherbrooke University (1987)

Sheila Norman

Sheila cumulates more than 30 years of experience in the investment industry, always in a client-centric role. Her entrepreneurial spirit led her to become a key pillar in building one of most highly successful asset managers in Canada.

 

Her deep knowledge of the industry, her vision of an ideal client experience and her sense of care are just a few of the reasons why Sheila greatly contributes to our success and expansion.

Professional Designations
and Academic Background
  • National Aboriginal Trustee Training Program, Lethbridge College (2011)
  • Governance, Not-for-Profit Essentials, University of Toronto – Rotman School of Management (2010)
  • Chartered Financial Analyst (CFA), CFA Institute (2001)
  • Bachelor of Arts (BA), Queen’s University (1987 to 1991)