OUR TEAM
An expert in portfolio design and investment strategy, Philippe D. Harris leads the portfolio management team at Harris-Bolduc. He spent a number of years as an investment advisor within a major financial institution before serving as a Portfolio Manager and Vice-President of Business Development. Philippe partnered with Richard to form Harris, Bolduc & Associates in 2007.
In 1992, Philippe completed his Bachelor of Business Administration degree at the Université Laval in Québec City. Both he and Richard are fully bilingual.
Richard Bolduc has spent over 25 years in the financial services industry, in both corporate finance and portfolio management roles. This experience is integral to the team’s depth of insight and expertise in achieving growth and stability for their clients. Prior to founding Harris, Bolduc & Associates in 2007, he served as President of a private portfolio management firm for several years.
Richard is also an accredited lawyer, and member of the Québec Bar Association since 1982. He holds a Master’s degree in Business Administration from the Université Laval in Québec City.
Daniel Fréreault
Daniel Fréreault brings a rich and diverse expertise in institutional financial services, with a strong skill set in portfolio management and risk assessment, for the invaluable benefit of his clients.
Before fully dedicating himself to portfolio management, he held a prominent role as an associate and director at Direxyon (Solutions Modex Inc.), a renowned private consulting firm. Within this company, he specialized in designing customized financial software solutions, particularly in the fields of risk management, computerized financial modelling, and integrated decision support systems.
Throughout a decade of commitment, Daniel Fréreault provided invaluable support to fund managers by rigorously and scientifically evaluating the probabilities of achieving their financial objectives. This analytical approach solidified his reputation as a trusted expert in the financial sector.
Today, as a part of Harris Bolduc, Daniel leverages his unique expertise to guide investors in making informed investment decisions. He strategically aligns their choices with their financial goals while assessing the probabilities of success, especially in the often-volatile financial markets. His goal is simple yet ambitious: to accompany you in achieving your financial objectives while optimizing risk management to ensure the stability and prosperity of your wealth.
Christian Cloutier, CIM, BAA
ccloutier@harris-bolduc.com
Tel.: (514) 448-6669
Christian Cloutier has been in the financial services industry for over 25 years. He joined Harris, Bolduc & Associates in 2012, after obtaining his Certified Investment Manager (CIM) designation.
Prior to 2012, Christian served as a full-service advisor and derivatives representative at two major financial institutions. He also holds a Bachelor’s degree in Business Administration from UQAM.
Marie-Chantal Dupont has more than 20 years of experience in the field of finance. She has worked in different firms as an assistant to portfolio managers, primarily in portfolio and client relationship management. She has a certificate in business administration from UQAM (Université du Québec à Montréal).
Mathieu Proulx has worked in the financial services industry for over 12 years. He previously acquired solid experience as a financial advisor and portfolio manager in a major Canadian brokerage firm.
Holder of a bachelor's degree in business administration, a master's degree in applied finance sciences, he also holds CFA and CPA titles. His training and experience make him an excellent asset within our Firm.
William Guité
William Guité holds the position of Director of Information Technology within our company, while also bringing expertise as a financial analyst.
Operating within a complex financial environment subject to strict technological and regulatory constraints, William is involved in developing IT solutions within the firm. He excels in public relations, thanks to excellent communication skills. His diligence and organizational acumen are undeniable assets in the daily management of his work, aimed at providing a client experience perfectly aligned with their financial goals.
William holds a degree in Finance and Information Technology from HEC Montréal, which has allowed him to acquire in-depth knowledge of financial markets and Blockchain technology. This dual expertise gives him undeniable ease in navigating the ever-evolving world of finance and technology.
William is currently pursuing the Chartered Financial Analyst (CFA) designation, the highest distinction in the field of private wealth and investment management.