Janick Boudreau, CFA
Executive Vice-President, Business Development and Client Partnerships

Janick is responsible for business development and nurturing relationships with clients and investment consultants. She also oversees marketing, branding, and the development of new investment strategies to support the firm’s growth. Supported by a team of seasoned marketing and sales professionals, she is responsible for establishing and implementing sales and client-related strategies.

Member of:

  • Executive Committee
  • Product Management Committee 
  • Sustainable Investing Committee

Career:

  • Addenda Capital: Executive Vice-President, Business Development and Client Partnerships (2021)
  • Optimum Asset Management / Optimum Quantvest: Vice-President, Institutional Market (2019-2021)
  • Caisse de dépôt et placement du Québec and Otéra CapitalDirector, Portfolio Management, Real Estate Debt (2010-2018); Senior Advisor, Portfolio Management, Real Estate Debt (2009-2010); Analyst, Financial Engineering, Real Estate Debt (2007-2008); Internal Auditor (2005-2007)
  • Pensul Inc.: Director, Analysis, Research & Outsourcing (2000-2005)
  • Morneau Sobeco (Morneau Shepell): Senior Analyst, Asset / Liability Management (1999-2000)

Education:

  • Master of Business Administration (MBA) from McGill University
  • Bachelor of Business Administration with a major in Finance from HEC Montréal
  • Chartered Financial Analyst (CFA®)

Industry Involvement:

  • President (2018-2020); Board Member (2015-2020), Association des diplômés de HEC Montréal (Alumni) Board of Directors
  • Co-chair, Oversight Committee, Women in Capital Markets, Montreal (2018-2019)
  • Member of Global Society Brand Council (2015-2017), Representative of CFA Societies, CFA Institute
  • President (2011-2013); Board Member (2007-2017), CFA Montreal Board of Directors
  • Chair, Oversight Committee (2011-2012); Council Member (2011-2013), Canadian Advocacy Council — CFA Canada