Team

OUR TEAM



Richard Morin

Richard Morin

Chief Executive Office

Richard Morin has over 30 years of experience in financial markets and portfolio management. He was until recently Chief Executive Officer of the Pakistan Stock Exchange. In 2002, he co-founded one of the first portfolio management firms in Canada using ETFs. Richard has previously been vice-president and general manager of a major brokerage firm and held senior positions at stock exchanges in Canada and abroad. Richard taught finance to master’s level students at Sherbrooke University and was a member of the advisory committee of the Montreal Institute of Structured Finance and Derivatives. Richard has a B.SC. in Economics from the University of Montreal and an MBA from McGill University. When he is not working, Richard can be found on cross-country trails, hiking or biking.


Guillaume Faucher

Guillaume Faucher

Portfolio manager

Guillaume holds a Master’s of Finance from the University of Sherbrooke. He started his professional finance career in 2013 and is a Chartered Financial Analyst (CFA) charterholder since 2017. Before he joined the Archer team, Guillaume has occupied the position of Investment Analyst and the position of Trader for a portfolio management firm in Montréal. When Guillaume is not in the office, he is either alpine skiing, travelling, rock climbing or playing tennis.


Simon Houle

Simon Houle

Associate Portfolio manager

Simon Houle has 17 years of experience in financial services, including 12 as a financial planner for major Canadian banks. Over the years, he has advised a diverse clientele of professionals, business people and entrepreneurs. Simon is a member of the Executive Committee of Question-Retraite and a past member of the board of the Regroupement des jeunes gens d’affaires de Laval and of the Regroupement des jeunes chambres de commerce du Québec. He is also a past president of the Jeune chambre de Rimouski. Simon has a B.A. in law and business administration from Université Laval, is certified as a Financial Planner by the Institut québécois de planification financière (IQPF), and has the Chartered Investment Manager (CIM®) designation. In his spare time, Simon plays hockey, skis and travels.


Martin Lachance

Martin Lachance

Representative

Martin Lachance has over 20 years of experience as an Advisor and Financial Planner. He is in charge of implementing of clients’ financial plans. Martin is Senior Account Executive with Inextenso, a firm associated with Archer. He was previously Head of Financial Planning at Groupe Mirador and started his career as Analyst and Partner with Delta cabinet financier. Martin has a B.A. in Economics, a M.Sc. in Finance and holds the Financial Planner designation.


Patrick Beaumont

Patrick Beaumont

Representative

Patrick Beaumont est vice-président d’Apogée groupe financier et représentant d’Archer gestion de patrimoine. Véritable passionné, Patrick évolue dans le monde des affaires depuis l’âge de 18 ans. Gradué en administration des affaires de l’Université Laval en 2003, il s’est impliqué dans différents clubs d’entrepreneurs tout au long de ses études, au point de se voir décerner le titre de l’étudiant le plus impliqué de la faculté en 2002. Dans le domaine financier depuis près de 20 ans, ses bons conseils et sa vision stratégique commerciale lui permettent de vous accompagner avec discernement vers l’atteinte de vos objectifs. Patrick est co-fondateur du Breakfast Club, membre du Club de référence d’affaires et de charité et co-fondateur du Regroupement des jeunes courtiers du Québec.


Anthony Bollini-Nadeau

Anthony Bollini-Nadeau

Portfolio manager

Diplômé en finances, Anthony se démarque par sa fibre entrepreneuriale, le poussant aujourd’hui à concentrer sa pratique avec les entrepreneurs d’ici et les professionnels de la santé.

Planificateur stratégique motivé depuis plusieurs années, il a complété sa formation académique avec le titre de CFA  afin de pouvoir répondre plus spécifiquement aux objectifs de ses clients actuels et futurs.

Pour le moment, Anthony se spécialise dans le domaine du placement et de la fiscalité de la profession. Son objectif ? Permettre à ses clients de comprendre les mécaniques et les enjeux de leurs planifications financières, et ce en vulgarisant les concepts plus techniques que représentent cette industrie.


Cédrik Martineau

Cédrik Martineau

Representative

Expert en gestion financière et fiscale chez les médecins, Cédrik œuvre dans l’industrie depuis plus de 6 ans. Durant ces années, il a entre autre travaillé au sein d’une grande institution canadienne ainsi que dans une firme de gestion de portefeuille avant d’intégrer l’équipe d’Archer gestion de patrimoine.

Depuis 2019, il s’implique auprès de l’Université de Sherbrooke en tant qu’entraineur pour l’équipe des compétitions académiques de l’Omnium Financier. Cet évènement est la plus grande compétition de résolutions de cas universitaire en finance et en comptabilité au Canada.

Cédrik Martineau a obtenu un baccalauréat en administration des affaires à l’Université de Sherbrooke en 2014 et le titre de planificateur financier de l’IQPF en 2017.


Christian Boucher

Christian Boucher

Chairman of the board

Christian Boucher has 25 years of experience in financial services. He is a graduate of Laval University in actuarial science and holds both the Financial Planner certification (Pl. Fin) and the Chartered Life Underwriter certification (CLU). Throughout his professionnal career, he adviced wealthy families about retirement income planning, estate planning and financial risks management. He also leads financial services firms Inextenso inc and Apogée groupe financier 360° inc which, together, provide financial advices to more than ten thousand clients. He had success in acquiring many books of business and implementing high quality practices which has been reconized as exceptionnal by both Advisor’s Edge magazine and Objectif Conseiller magazine who award Christian the Advisor of the Year title in 1999, and again in 2002. He gives his time to Chain of Life, a charity that deploys a certified organ donation course for secondary 4 students mostly in the province of Quebec but now also as far as Ireland and Spain. He lives in the beautiful Quebec region and spend most of his time at Mont Ste-Anne, snowboarding and hiking.