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Mario Lavallée, Ph.D., CFA


In his role as Consultant, Mario works with other team members with respect to product development in order to continue to respond effectively to the needs of our client-partners. He also participates in the development of the firm’s investment strategy.


Well known in the institutional investment community, Mario has served on various investment and retirement committees and still teaches finance at the University of Sherbrooke. Beforehand, he worked at Aon-Hewitt as Senior Vice-President, as well as Caisse de dépôt et placement du Québec where he worked as Vice President, Depositor’s Accounts.


Mario holds a PhD in Finance and Economics from The New York University Stern School of Business and also holds a Master's degree in Finance from the University of Sherbrooke.

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