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.
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.
Josée Anne Girard, CPA, Pl. Fin.
jagirard@harris-bolduc.com
Tel.: (514) 448-6669
After working for more than twenty years in the corporate world in strategic, tax and operational planning, Josée Anne has joined the Harris Bolduc team in 2021 after reorienting her career towards the financial sector.
Josée Anne is a CPA (Chartered Professional Accountant) and holds the financial planner designation from the IQPF. Proud of her experience, and with excellent listening and analytical skills, her role will be to assist you to define personalized solutions regarding personal finance management issues and to develop financial strategies leading to the realization of your projects.