![André Marcotte](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. André Marcotte is Vice President - Development, Financial Solutions & Communication at Fonds des Professionnels, Inc.
Mr. Marcotte came to Professionals’ Fund Group with several years of experience in the investment field.
Prior to joining the Group, he held a number of management and executive positions with such firms as Montrusco Bolton Inc. / Bolton Tremblay Inc. and Élantis, Gestion Mondiale de Placements Desjardins.
Prior to joining CFG Heward, Mr. Marcotte was the President and Portfolio Manager of Marcotte Investment Management Inc and has also served as a Vice-President and Chief Investment Officer of North American Equities for Elantis Desjardins Global Investment Management.
Mr. Marcotte holds a Master of Science in Applied Economics from HEC Montréal and a Bachelor of Economics from Université de Sherbrooke and is also a Chartered Financial Analyst (CFA).
Former positions of André Marcotte
| Companies | Position | End |
|---|---|---|
Heward Investment Management, Inc.
 Heward Investment Management, Inc. Investment ManagersFinance Heward aims to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through their prudent and disciplined investment process. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. They adopt a long-term investment horizon and seek investment opportunities with the following attributes: predictable earnings, cash flow growth, and stable income stream. The firm’s Investment Committee designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions. | Portfolio Manager-Equities | 31/03/2008 |
Bolton-Tremblay, Inc. | Corporate Officer/Principal | - |
Professionals’ Financial – Mutual Funds Inc.
 Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Portfolio Manager-Equities | - |
Training of André Marcotte
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Professionals’ Financial – Mutual Funds Inc.
Professionals’ Financial – Mutual Funds Inc. Investment ManagersFinance FDP adopts a global management philosophy with a focus on global diversification. With this philosophy, stock selection is done by sector and by industry, on a global basis, rather than by region or by country. Geographic allocation depends on the choice of stocks, regardless of the region. A company’s source of income is now more important than its location. To support the firm’s internal management team, they use a network of external managers, namely for foreign investments. From globally recognized firms, these managers bring complementary expertise in certain specialized sectors and markets to optimize the potential of client’s investments. | Finance |
Heward Investment Management, Inc.
Heward Investment Management, Inc. Investment ManagersFinance Heward aims to provide long-term capital growth while minimizing your exposure to risk and volatility. This is achieved through their prudent and disciplined investment process. The firm employs an investment style characterized as growth at a reasonable price (GARP) with a value bias. They adopt a long-term investment horizon and seek investment opportunities with the following attributes: predictable earnings, cash flow growth, and stable income stream. The firm’s Investment Committee designates investment mandates, oversees the due diligence process, and has the final authority on all investment decisions. | Finance |
University of Sherbrooke
 University of Sherbrooke Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HEC Montréal
 HEC Montréal Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bolton-Tremblay, Inc. |
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