Relationships Founded on Trust and a Disciplined Approach
Raymond James Investment Counsel’s multi-strategy investment platform brings together a collection of some of the finest investment professionals in the industry. As fiduciaries of clients’ wealth, our Portfolio Managers have dedicated significant time and education to achieving a higher professional standard and have earned clients’ trust by helping them successfully navigate countless market cycles.
Portfolio Managers who join our firm have years of experience and have built relationships with their clients that often span multiple generations. They understand that trust must be earned. A disciplined approach guided by an Investment Policy Statement outlining investment objectives, asset allocation, risk tolerance, and liquidity requirements helps to set the stage for a successful relationship.
Ian’s background in financial services began as an institutional equity analyst in 1980. Since that time, he has become a licensed Portfolio Manager with a practice focused on helping high net worth clients manage their wealth through a rigorous value based investment strategy.
Antoine Natale, FSCI, CIM
Antoine is a portfolio manager at Raymond James Investment Counsel Ltd. with over 20 years of experience in asset management, looking after both individual client portfolios and managing a global multi-strategy alternative fund.
Antoine is a regular speaker for the Montreal Exchange and the Options Industry Council (OIC) at conferences or options training sessions. Antoine has contributed for many years to the development of the derivatives and alternative investment community. Antoine is certified in derivatives trading, is a Fellow of the Canadian Securities Institute (FCSI®), and a Certified Investment Manager (CIM®). Formerly a member of the Canadian national mountain biking team, he has contributed for over 20 years as a volunteer for the Montreal Children's Hospital. Antoine was a long time committee member of Pedal for Kids, one of the Montreal Children's Hospital Foundation most successful fundraiser for over 25 years.
Louis Gervais, M. Sc.
Associate Portfolio Manager
Louis holds a Master’s degree in Finance (M. Sc.) from the Université de Sherbrooke. Currently a candidate for the final exam of the CFA designation, Louis has a great passion for finance. Prior to joining Raymond James Investment Counsel, Louis worked as a financial analyst for an important Canadian alternative asset manager, where he worked with Antoine Natale on managing a mutual fund. Today, he has again teamed up with Antoine in managing portfolios and servicing clients.
Passionate about economic news, Louis spends his free time reading financial magazines. He can also be found on the golf greens during summer, or reading about the art of collecting wine.
Craig Swistun, CIM, CAFA, RGD
Associate Portfolio Manager
Craig brings over 20 years of experience in the wealth management industry to the table. Over his career, he has held leadership roles in a variety of organizations that have focused on meeting the needs of both individual and institutional investors. He is the founder of Lexicon Financial Group and established a relationship with Raymond James Investment Counsel in August of 2020.
Craig has extensive experience writing and speaking about issues related to the wealth management business. He holds the Chartered Investment Manager, Certified Agricultural Farm Advisor and Registered Graphic Designer professional designations.
Since 2020, Craig is a member of the Development Advisory Committee for Prosper Canada (a national charity dedicated to expanding economic opportunity for people with low incomes in Canada).
Originally from Winnipeg, Craig lives in Toronto with his wife and two children. He is an active D-1 certified competitive youth hockey coach. Except during the pandemic, of course. Craig also speaks French.
Chris Blumas, MBA, CFA
Chris Blumas is a portfolio manager at Raymond James Investment Counsel. He is a passionate investor with extensive portfolio management experience and strong primary research capabilities across a wide range of industries and asset classes.
Chris’s career in the investment industry began in 2001. He joined Raymond James in 2021. Prior to joining Raymond James, Chris spent six years as a portfolio manager at two boutique wealth management firms dedicated to meeting the needs of high net worth individuals and their families. Before that, Chris spent almost five years as an analyst and portfolio manager responsible for researching and selecting Canadian companies for the award-winning Ivy Team at Mackenzie Investments.
Chris holds a Bachelor of Commerce degree from the University of Windsor and a Master of Business Administration from the University of Toronto. He is a CFA charterholder, a Chartered Investment Manager, and has been featured on the Business News Network (BNN) and in the Canadian Press.
When Chris is not researching companies and communicating with clients, he enjoys spending time with his family, coaching youth baseball, and playing squash.
Demos Family Wealth Management
Marc-André Turcot, CFA, Pl. Fin.
Before joining Raymond James Investment Council Ltd. as a portfolio manager, Marc-André worked in the industry for 20 years as a financial planner, financial advisor and portfolio manager. Marc-André is also a lecturer at Sherbrooke University in the Master of Finance program. Additionally, he holds the Chartered Financial Analyst designation (CFA®) as well as the Financial Planner in Quebec (F. Pl.).
Associate Portfolio Manager
Corinne graduated from Hautes Études Commerciales (HEC) in April 2018 and joined Marc-André at Raymond James soon after completing her studies. She completed the first two exams of the CFA program and is now a candidate for the third and final exam of the program. Corinne now acts as Assistant Portfolio Manager. She assists Marc-André with portfolio management, financial analyzes and communications with clients.