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.
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.