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BEYOND INVESTMENT

Social Media Policy

Facebook

Acceptance of conditions of use

By using our Facebook page (our¹ “Page”), you hereby accept the conditions of use described herein, which may be modified from time to time without notice. Further, the information appearing on our Page is subject to change without prior notice.

By clicking ‘Like’ on Highgate’s Facebook pages, you may be contacted by Highgate, via your newsfeed and your Facebook inbox, about products and services that could interest you. At any time you may select ‘Unlike’ on Highgate’s Facebook page.

Age of majority

Upon accessing our Page, you declare having attained the age of majority in the jurisdiction in which you reside.

License

Upon downloading or uploading content from, or onto, our Page, whether directly or indirectly through the content of another, you provide us, as well as any other entity that we would be required to provide a license (or you warrant that the owner of the content provides us, as well as any other entity that we would be required to provide a license), without compensation in any form, a universal, perpetual, irrevocable, non-exclusive license that provides us, as well as any other entity that we would be required to provide a license, with the right to use, reproduce, modify, transmit, communicate, translate and/or publish such content, in whole or in part. This license provided by you would also provide us with the right to publish or promote such content in relation to the service or product for which the content had been submitted or produced, as well as for any other promotions in connection with such related product or service. This license will apply in respect of all forms, mediums, or technologies that are currently used or subsequently developed. Further, you renounce any moral right in such content, or you warrant that such content is free from any related moral rights.

Opinions

The opinions posted by us or by our Page’s users do not represent nor necessarily reflect our opinion and/or the opinions of our directors, managers, personnel, or employees. Further, that such opinions are not removed from our Page does not constitute our approval of them.

Inappropriate content

We reserve the right at our sole discretion to, without notice, remove or modify (i) any content that does not comply with these conditions of use, or (ii) any content that we deem to be inappropriate or inadvisable, notably content that:

  • Contains, reveals, or provides for the obtaining of personal information or confidential information that may be used to determine a person’s identity;
  • May be prejudicial, defamatory, obscene, or inflammatory;
  • May contain threats or constitute harassment;
  • Contains personal attacks;
  • May be discriminatory, racist, sexist, or homophobic;
  • May incite violence or hatred;
  • May be false or misleading;
  • May be in contravention of current laws or regulations;
  • May have advertisement or commercialization as its purpose;

We reserve the right, at our sole discretion, to refuse access to our Page to any person for any reason at any time without notice.

Trademarks

You are prohibited from copying, redistributing, republishing, downloading onto any device, retransmitting, modifying, or making publicly known or using for commercial means, any of these trade names, trademarks, or other content on our Page, unless specifically authorized by us on our Page.

Our products and services

The products and services described in the information contained on our Page are only available at the locations where such products or services may be legally offered. Our products or services, in which a resident of another nation-state may be interested, are not necessarily available in such other nation-state. Our products and services comply with the laws of the jurisdiction in which they are offered.

Information provided by Highgate

The facts, data, information, and other content that appear on our Page are intended for informational purposes only. You agree to seek professional advice in respect of the advisability of any steps that you would want to take in respect of any information obtained from our Page. To obtain financial advice or any other advice, or information in respect of our products and services, we invite you to contact one of our branches or offices.

Notice of Waiver

We are not responsible for any damages of any kind that may result from any error or omission in connection with the content of our Page or of Facebook.

Applicable law

These conditions of use are governed by the laws in force in the province of Quebec. Any litigation, dispute or claim resulting from or in relation to the use of our Page shall be settled in a court having jurisdiction in the province of Quebec and you accept to attorn to the exclusive jurisdiction of the Quebec courts in this respect.

Questions and concerns

Should you have any questions or concerns related to these conditions of use, or related to content appearing on our Page, do not hesitate to contact Louis Fortin at lfortin@highgatefo.com.

Twitter

Acceptance of conditions of use 

By using our Twitter account (our “Account”), you hereby accept the conditions of use described herein, which may be modified from time to time without notice. Further, the information appearing on our Account is subject to change without prior notice.

By clicking ‘Like’ on Highgate’s Twitter pages, you may be contacted by Highgate, via your newsfeed and your Twitter inbox, about products and services that could interest you. At any time, you may select ‘Unfollow’ on Highgate’s Twitter page.

Age of majority

Upon accessing our Page, you declare having attained the age of majority in the jurisdiction in which you reside.

License

Upon downloading or uploading content from, or onto, our Page, whether directly or indirectly through the content of another, you provide us, as well as any other entity that we would be required to provide a license (or you warrant that the owner of the content provides us, as well as any other entity that we would be required to provide a license), without compensation in any form, a universal, perpetual, irrevocable, non-exclusive license that provides us, as well as any other entity that we would be required to provide a license, with the right to use, reproduce, modify, transmit, communicate, translate and/or publish such content, in whole or in part. This license provided by you would also provide us with the right to publish or promote such content in relation to the service or product for which the content had been submitted or produced, as well as for any other promotions in connection with such related product or service. This license will apply in respect of all forms, mediums, or technologies that are currently used or subsequently developed. Further, you renounce any moral right in such content, or you warrant that such content is free from any related moral rights.

Opinions

The opinions posted by us or by our Page’s users do not represent nor necessarily reflect our opinion and/or the opinions of our directors, managers, personnel, or employees. Further, that such opinions are not removed from our Page does not constitute our approval of them.

Inappropriate content

We reserve the right at our sole discretion to, without notice, remove or modify (i) any content that does not comply with these conditions of use, or (ii) any content that we deem to be inappropriate or inadvisable, notably content that:

  • Contains, reveals, or provides for the obtaining of personal information or confidential information that may be used to determine a person’s identity;
  • May have been reproduced or published without the required authorization of the applicable copyright holder.
  • May be prejudicial, defamatory, obscene, or inflammatory;
  • May contain threats or constitute harassment;
  • Contains personal attacks;
  • May be discriminatory, racist, sexist, or homophobic;
  • May incite violence or hatred;
  • May be false or misleading;
  • May be in contravention of current laws or regulations;
  • May have advertisement or commercialization as its purpose;
  • May have been reproduced or published without the required authorization of the applicable copyright holder.

We reserve the right, at our sole discretion, to refuse access to our Page to any person for any reason at any time without notice.

Trademarks

You are prohibited from copying, redistributing, republishing, downloading onto any device, retransmitting, modifying, or making publicly known or using for commercial means, any of these trade names, trademarks, or other content on our Page, unless specifically authorized by us on our Page.

Our products and services

The products and services described in the information contained on our Page are only available at the locations where such products or services may be legally offered. Our products or services, in which a resident of another nation-state may be interested, are not necessarily available in such other nation-state. Our products and services comply with the laws of the jurisdiction in which they are offered.

Information provided by Highgate

The facts, data, information, and other content that appear on our Page are intended for informational purposes only. You agree to seek professional advice in respect of the advisability of any steps that you would want to take in respect of any information obtained from our Page. To obtain financial advice or any other advice, or information in respect of our products and services, we invite you to contact one of our branches or offices.

Notice of Waiver

We are not responsible for any damages of any kind that may result from any error or omission in connection with the content of our Page or of Twitter.

Applicable law

These conditions of use are governed by the laws in force in the province of Quebec. Any litigation, dispute or claim resulting from or in relation to the use of our Page shall be settled in a court having jurisdiction in the province of Quebec and you accept to attorn to the exclusive jurisdiction of the Quebec courts in this respect.

Questions and concerns

Should you have any questions or concerns related to these conditions of use, or related to content appearing on our Page, do not hesitate to contact Louis Fortin at lfortin@highgatefo.com.

LinkedIn

Acceptance of conditions of use

By using our LinkedIn account (our “Account”), you hereby accept the conditions of use described herein, which may be modified from time to time without notice. Further, the information appearing on our Account is subject to change without prior notice.

By clicking ‘Like’ on Highgate’s LinkedIn pages, you may be contacted by Highgate, via your newsfeed and your LinkedIn inbox, about products and services that could interest you. At any time, you may select ‘Unfollow’ on Highgate’s LinkedIn page.

Age of majority

Upon accessing our Page, you declare having attained the age of majority in the jurisdiction in which you reside.

License

Upon downloading or uploading content from, or onto, our Page, whether directly or indirectly through the content of another, you provide us, as well as any other entity that we would be required to provide a license (or you warrant that the owner of the content provides us, as well as any other entity that we would be required to provide a license), without compensation in any form, a universal, perpetual, irrevocable, non-exclusive license that provides us, as well as any other entity that we would be required to provide a license, with the right to use, reproduce, modify, transmit, communicate, translate and/or publish such content, in whole or in part. This license provided by you would also provide us with the right to publish or promote such content in relation to the service or product for which the content had been submitted or produced, as well as for any other promotions in connection with such related product or service. This license will apply in respect of all forms, mediums, or technologies that are currently used or subsequently developed. Further, you renounce any moral right in such content or you warrant that such content is free from any related moral rights.

Opinions

The opinions posted by us or by our Page’s users do not represent nor necessarily reflect our opinion and/or the opinions of our directors, managers, personnel, or employees. Further, that such opinions are not removed from our Page does not constitute our approval of them.

Inappropriate content

We reserve the right at our sole discretion to, without notice, remove or modify (i) any content that does not comply with these conditions of use, or (ii) any content that we deem to be inappropriate or inadvisable, notably content that:

  • Contains, reveals, or provides for the obtaining of personal information or confidential information that may be used to determine a person’s identity;
  • May be prejudicial, defamatory, obscene, or inflammatory;
  • May contain threats or constitute harassment;
  • Contains personal attacks;
  • May be discriminatory, racist, sexist, or homophobic;
  • May incite violence or hatred;
  • May be false or misleading;
  • May be in contravention of current laws or regulations;
  • May have advertisement or commercialization as its purpose;
  • May have been reproduced or published without the required authorization of the applicable copyright holder.

We reserve the right, at our sole discretion, to refuse access to our Page to any person for any reason at any time without notice.

Trademark

You are prohibited from copying, redistributing, republishing, downloading onto any device, retransmitting, modifying, or making publicly known or using for commercial means, any of these trade names, trademarks, or other content on our Page, unless specifically authorized by us on our Page.

Our products and services

The products and services described in the information contained on our Page are only available at the locations where such products or services may be legally offered. Our products or services, in which a resident of another nation-state may be interested, are not necessarily available in such other nation-state. Our products and services comply with the laws of the jurisdiction in which they are offered.

Information provided by Highgate

The facts, data, information, and other content that appear on our Page are intended for informational purposes only. You agree to seek professional advice in respect of the advisability of any steps that you would want to take in respect of any information obtained from our Page. To obtain financial

advice or any other advice, or information in respect of our products and services, we invite you to contact one of our branches or offices.

Notice of Waiver

We are not responsible for any damages of any kind that may result from any error or omission in connection with the content of our Page or of LinkedIn.

Applicable law

These conditions of use are governed by the laws in force in the province of Quebec. Any litigation, dispute or claim resulting from or in relation to the use of our Page shall be settled in a court having jurisdiction in the province of Quebec and you accept to attorn to the exclusive jurisdiction of the Quebec courts in this respect.

Questions and concerns

Should you have any questions or concerns related to these conditions of use, or related to content appearing on our Page, do not hesitate to contact Louis Fortin at lfortin@highgatefo.com.

Instagram

Acceptance of conditions of use

By using our Instagram page (our “Page”), you hereby accept the conditions of use described herein, which may be modified from time to time without notice. Further, the information appearing on our Page is subject to change without prior notice.

By clicking ‘Like’ on Highgate’s Instagram pages, you may be contacted by Highgate, about products and services that could interest you. At any time, you may select ‘Unlike’ on Highgate’s Instagram page.

Age of majority

Upon accessing our Page, you declare having attained the age of majority in the jurisdiction in which you reside.

License

Upon downloading or uploading content from, or onto, our Page, whether directly or indirectly through the content of another, you provide us, as well as any other entity that we would be required to provide a license (or you warrant that the owner of the content provides us, as well as any other entity that we would be required to provide a license), without compensation in any form, a universal, perpetual, irrevocable, non-exclusive license that provides us, as well as any other entity that we would be required to provide a license, with the right to use, reproduce, modify, transmit, communicate, translate and/or publish such content, in whole or in part. This license provided by you would also provide us with the right to publish or promote such content in relation to the service or product for which the content had been submitted or produced, as well as for any other promotions in connection with such related product or service. This license will apply in respect of all forms, mediums, or technologies that are currently used or subsequently developed. Further, you renounce any moral right in such content, or you warrant that such content is free from any related moral rights.

Opinions

The opinions posted by us or by our Page’s users do not represent nor necessarily reflect our opinion and/or the opinions of our directors, managers, personnel, or employees. Further, that such opinions are not removed from our Page does not constitute our approval of them.

Inappropriate content

We reserve the right at our sole discretion to, without notice, remove or modify (i) any content that does not comply with these conditions of use, or (ii) any content that we deem to be inappropriate or inadvisable, notably content that:

  • Contains, reveals, or provides for the obtaining of personal information or confidential information that may be used to determine a person’s identity;
  • May be prejudicial, defamatory, obscene, or inflammatory;
  • May contain threats or constitute harassment;
  • Contains personal attacks;
  • May be discriminatory, racist, sexist, or homophobic;
  • May incite violence or hatred;
  • May be false or misleading;
  • May be in contravention of current laws or regulations;
  • May have advertisement or commercialization as its purpose;

We reserve the right, at our sole discretion, to refuse access to our Page to any person for any reason at any time without notice.

Trademarks

You are prohibited from copying, redistributing, republishing, downloading onto any device, retransmitting, modifying, or making publicly known or using for commercial means, any of these trade names, trademarks or other content on our Page, unless specifically authorized by us on our Page.

Our products and services

The products and services described in the information contained on our Page are only available at the locations where such products or services may be legally offered. Our products or services, in which a resident of another nation-state may be interested, are not necessarily available in such other nation-state. Our products and services comply with the laws of the jurisdiction in which they are offered.

Information provided by Highgate

The facts, data, information, and other content that appear on our Page are intended for informational purposes only. You agree to seek professional advice in respect of the advisability of any steps that you would want to take in respect of any information obtained from our Page. To obtain financial advice or any other advice, or information in respect of our products and services, we invite you to contact one of our branches or offices.

Notice of Waiver

We are not responsible for any damages of any kind that may result from any error or omission in connection with the content of our Page or of Instagram.

Applicable law

These conditions of use are governed by the laws in force in the province of Quebec. Any litigation, dispute or claim resulting from or in relation to the use of our Page shall be settled in a court having jurisdiction in the province of Quebec and you accept to attorn to the exclusive jurisdiction of the Quebec courts in this respect.

Questions and concerns

Should you have any questions or concerns related to these conditions of use, or related to content appearing on our Page, do not hesitate to contact Louis Fortin at lfortin@highgatefo.com.

Websites

Acceptance of conditions of use

By using our affiliated websites (“Pages”), you hereby accept the conditions of use described herein, which may be modified from time to time without notice. Further, the information appearing on our Websites is subject to change without prior notice.

By clicking on Highgate’s Pages, you may be contacted by Highgate via email, about products and services that could interest you.

Age of majority

Upon accessing our Pages, you declare having attained the age of majority in the jurisdiction in which you reside.

License

Upon downloading or uploading content from, or onto, our Pages, whether directly or indirectly through the content of another, you provide us, as well as any other entity that we would be required to provide a license (or you warrant that the owner of the content provides us, as well as any other entity that we would be required to provide a license), without compensation in any form, a universal, perpetual, irrevocable, non-exclusive license that provides us, as well as any other entity that we would be required to provide a license, with the right to use, reproduce, modify, transmit, communicate, translate and/or publish such content, in whole or in part. This license provided by you would also provide us with the right to publish or promote such content in relation to the service or product for which the content had been submitted or produced, as well as for any other promotions in connection with such related product or service. This license will apply in respect of all forms, mediums, or technologies that are currently used or subsequently developed. Further, you renounce any moral right in such content, or you warrant that such content is free from any related moral rights.

Opinions

The opinions posted by us or by our Pages’ users do not represent nor necessarily reflect our opinion and/or the opinions of our directors, managers, personnel or employees. Further, that such opinions are not removed from our Pages does not constitute our approval of them.

Inappropriate content

We reserve the right at our sole discretion to, without notice, remove or modify (i) any content that does not comply with these conditions of use, or (ii) any content that we deem to be inappropriate or inadvisable, notably content that:

  • Contains, reveals, or provides for the obtaining of personal information or confidential information that may be used to determine a person’s identity;
  • May be prejudicial, defamatory, obscene, or inflammatory;
  • May contain threats or constitute harassment;
  • Contains personal attacks;
  • May be discriminatory, racist, sexist, or homophobic;
  • May incite violence or hatred;
  • May be false or misleading;
  • May be in contravention of current laws or regulations;
  • May have advertisement or commercialization as its purpose;
  • May have been reproduced or published without the required authorization of the applicable copyright holder.

We reserve the right, at our sole discretion, to refuse access to our Pages to any person for any reason at any time without notice. 

Trademarks

You are prohibited from copying, redistributing, republishing, downloading onto any device, retransmitting, modifying, or making publicly known or using for commercial means, any of these trade names, trademarks, or other content on our Pages, unless specifically authorized by us on our Pages.

Our products and services

The products and services described in the information contained on our Pages are only available at the locations where such products or services may be legally offered. Our products or services, in which a resident of another nation-state may be interested, are not necessarily available in such other nation-state. Our products and services comply with the laws of the jurisdiction in which they are offered.

Information provided by Highgate

The facts, data, information, and other content that appear on our Pages are intended for informational purposes only. You agree to seek professional advice in respect of the advisability of any steps that you would want to take in respect of any information obtained from our Pages. To obtain financial advice or any other advice, or information in respect of our products and services, we invite you to contact one of our branches or offices.

Notice of Waiver

We are not responsible for any damage of any kind that may result from any error or omission in connection with the content of our Pages.

Applicable law

These conditions of use are governed by the laws in force in the province of Quebec. Any litigation, dispute or claim resulting from or in relation to the use of our Pages shall be settled in a court having jurisdiction in the province of Quebec and you accept to attorn to the exclusive jurisdiction of the Quebec courts in this respect.

Questions and concerns

Should you have any questions or concerns related to these conditions of use, or related to content appearing on our Pages, do not hesitate to contact Louis Fortin at lfortin@highgatefo.com.

[i] “Our” “us” or “we” refers to Highgate Group Inc. (“Highgate”), or any Highgate Employee(s) that are identified as such through their respective social media platform(s) and are possibly using social media for business purposes.

General Inquiries
© 2025 All Rights Reserved
Our Locations

1 Place Ville Marie, Suite 1950
Montreal QC H3B 2C3, Canada

(514) 789-7140

COMING SOON

181 Bay Street, Suite 2500
Toronto ON M5J 2T3, Canada

(855) 284-8638

COMING SOON

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As our executive assistant, Sarah brings 30 years of experience supporting senior executives, vice-presidents and C-Suite teams in various fields, including legal, telecommunications and healthcare to Highgate Group. She prioritizes customer service and end-user experience for our clients and is here to help.

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M: (647) 497-8819 

E:   mbertrand@highgatefo.com

Doug Glover has over 40 years of experience in the financial industry, with his most recent role being the Chief Operating Officer and Chief Financial Officer at Echelon Wealth Partners Inc. from April 2016 to June 2024. Prior to that, he served as the Senior Vice President of Operations at Dundee Securities Ltd. from April 2011 to April 2016.  Doug is a current member of the FOAS and previously served on the Ontario District Counsel.

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M: (647) 497-8819 

E:   dglover@highgatefo.com

Doug Glover has over 40 years of experience in the financial industry, with his most recent role being the Chief Operating Officer and Chief Financial Officer at Echelon Wealth Partners Inc. from April 2016 to June 2024. Prior to that, he served as the Senior Vice President of Operations at Dundee Securities Ltd. from April 2011 to April 2016.  Doug is a current member of the FOAS and previously served on the Ontario District Counsel.

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M: (647) 497-8819 

E:   ahantoumakos@highgatefo.com

Alex Hantoumakos is the Chief Compliance Officer at Highgate Group Inc., where he leads the firm’s compliance program, ensuring alignment with regulatory requirements and promoting a strong culture of risk management and ethical business practices. With more than 15 years of experience in investment management, he has a deep understanding of regulatory risk, governance frameworks, and advising on business initiatives, augmented by a comprehensive technical skillset. Known for a collaborative, solutions-driven leadership style, he seamlessly integrates compliance with business operations to support efficiency and long-term sustainable growth.

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Arbitrage is a fundamental concept in finance, playing a crucial role in determining prices for assets like currencies, stocks, and much more. It refers to the simultaneous buying and selling of an asset in different markets to profit from any price differences. Many economic models presume these opportunities for profiting shouldn’t exist—and yet many make a living by exploiting these discrepancies.

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Origination is the multi-step process that every individual must go through to obtain a mortgage or home loan. The term also applies to other types of amortized personal loans. Origination is often a lengthy process and a loan origination fee, is intended to compensate the lender for the work involved in the process.

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A hedge fund is a limited partnership of private investors whose money is pooled and managed by professional fund managers. These managers use a wide range of strategies, including leverage (borrowed money) and the trading of nontraditional assets, to achieve positive investment returns.

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An activist investor, typically a specialized hedge fund, buys a significant minority stake in a publicly traded company in order to change how it is run. The activist investor’s goals may be as modest as advising company management or as ambitious as forcing the sale of the company, divestitures or restructuring, or replacing the board of directors.

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Mezzanine financing is a hybrid of debt and equity financing that gives a lender the right to convert debt to an equity interest in a company in case of default, generally after venture capital companies and other senior lenders are paid. In terms of risk, it exists between senior debt and equity.

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Going public refers to the process by which a private company offers its shares to the public for the first time, transitioning into a publicly traded company. This event is referred to as an Initial Public Offering (IPO) and allows the company to raise capital from public investors, facilitating expansion, debt repayment, or other corporate purposes.

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Direct real estate investing involves buying a stake in a specific property. This is done via either a debt or equity investment. With a debt investment, you are taking part in the lending of capital required to develop or purchase a property. While with an equity investment, you are purchasing an ownership stake in the property. You will share in the profits (e.g., dividends), and the value of your ownership stake will increase if the property performs well. 

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W: (514) 396-0306 

M: (514) 690-2037 

E:   mzaino@highgatefo.com

 

Marco is a builder and a true entrepreneur at heart. He loves working with families that have complex financial situations, taking on the challenge of adding value and finding the right solutions. He takes a client-centered comprehensive approach towards our client relationships by utilizing a proven investment model, advanced planning techniques and exceptional client experience. With a diverse background, Marco brings a unique perspective and practical experience to the relationship, allowing for creativity and results. He is committed to building deep relationships with the clients we serve, often becoming their primary advisor for all major financial decisions.

 

Marco spent the first half of his career in the banking sector with Laurentian Bank Securities and National Bank Financial, where he provided investment management advisory to private clients. That allowed him to gain a deep appreciation for the unique needs of high net worth families. After moving to an independent investment broker dealer, Marco later joined Dundee Goodman Private Wealth as a producing Branch Manager, where he worked with advisors to deliver a 360 approach to client management. Following the acquisition of Echelon Wealth Partners in 2016 and driven by the desire to better serve family wealth, Marco decided to focus on the ultra-high net worth segment through the Quebec Immigrant Investor Program. This led to the creation of the Highgate Group.

 

A graduate of the John Molson School of Business at Concordia University in Finance, Marco pursued his education by completing an MBA at Queen’s University and Level I and II of the CFA curriculum. He is also a Fellow of the Canadian Securities Institute. A family business owner himself, he founded a successful private healthcare and wellness business that now has multiple locations within the city of Montreal. Marco sits on the Board of the West Island College Foundation, giving back to a cause that helped shape him as an individual and business executive.

 

Marco is married with two children. He still remains quite active and is an avid soccer player, having played at the highest levels of competition during his youth.

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W: (514) 396-0349

M: (514) 707-7545

E:  mdore@highgatefo.com

 

Marc began his career in 1986 with the global investment firm, Bache Securities in Montreal. Marc has been advising and guiding individual investors and corporate clients ever since, with a focus on growth investing and risk management.

 

Using a combination of fundamental research and technical analysis, Marc seeks out the best opportunities to help clients achieve their objectives using a variety of securities, funds, and alternative investments.

 

Marc lives in Montreal West and is married with 3 adult children. He likes to spend his free time in pursuit of good skiing, fairways and greens, good music to play, and supporting numerous charitable causes.

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W: (514) 396-0302

M: (514) 892-2619  

E:  tdelbalso@highgatefo.com

 

Tony has been an Investment Advisor for over 30 years, having begun his career with Prudential Securities in 1981. Tony is accredited in the securities, derivatives, and life insurance fields. He has acquired a wealth of investment knowledge to assist his clients in achieving their financial goals, primarily portfolio management and preservation of capital.

 

With many years of experience in the field, Tony brings an unmatched level of expertise to every one of his clients. Together with his ability to build personal relationships, Tony is both an advisor that you trust and a good friend.

 

Tony lives in Montreal with his family and enjoys playing golf at his club, The Royal Montreal.

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W: (514) 396-0303

E:   adecourcyireland@highgatefo.com

Andrew has 40 years of experience in the investment industry. Andrew started working as an investment advisor with McLeod, Young, Weir (now owned by Bank of Nova Scotia). His strong financial academic and educational background include a BA in Economics from the University of Toronto and the Certified Investment Manager (CIM) designation and recognition as a Fellow of the Canadian Securities Institute (FCSI).

Andrew strives to provide the guidance, education, and expertise clients need to develop a protected and growing investment portfolio. He has a wealth of experience helping clients achieve growth of their investments, and meeting their financial goals. His services:

      Business owners

      Foreign Exchange

      Individual Pension Plans

Working with a minimum account size of $500,000 Andrew takes a comprehensive approach to portfolio management that includes:

      Risk management

      Asset allocation

      Tax efficiency

For the highest level of financial integrity and services contact Andrew.

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W: (514) 396-3611 

M: (514) 241-7456

E:  nbudnik@highgatefo.com

 

Nicholas Budnik has over 30 years in the investment industry and began his career in 1986 with Merrill Lynch Canada as a Financial Consultant. In 1990, CIBC, through its wholly owned subsidiary, Wood Gundy, acquired the private clients operation of Merrill Lynch Canada. In 2001, he joined an independent firm, Canaccord Capital, and also worked 2008 to 201l at Wellington West Capital. He has held a Vice President position at all his previous firms and is registered in options. 

 

Nicholas was born and raised in Montreal and graduated from Concordia University, Philosophy. At Highgate, he has access to estate and business planning professionals, in depth research and online tools and resources to provide best in class investment solutions for you. The most important issue for any investor is to have superior knowledge of the equity markets and fundamental analysis as well as understanding his client’s investment goals. Nicholas is deeply committed to guiding his clients towards a wealthy and secure financial future. He takes pride in proudly offering prospective and existing clients a very high level of quality service and can always be reached by client’s at all times. 

 

Specialities: Investment Management, income portfolios, convertible debentures, Estate planning and retirement planning RRSP, RRIF, RESP, TFSA and investment accounts. Also resource and venture situations through, Flow Through Shares. New Issues and Private Placements.

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W: (647) 673-4351

M: (778) 814-6524

E:  sxu@highgatefo.com

With over a decade of experience in the banking and wealth management industry, Shan is a seasoned investment consultant who has worked for renowned firms such as RBC, CIBC, and a foreign wealth management company before joining Highgate. Her expertise lies in developing effective wealth management and investment strategies to help clients achieve their financial goals. 

Prior to this, Shan served as a tax specialist at HR Block, where she gained significant experience in tax planning and preparation. Her extensive experience working with international clients and families has made her well-versed in foreign asset tax laws, trusts, and insurance.

Shan holds an MBA from Queen’s University and a Finance degree from Simon Fraser University, which has given her a robust foundation in finance and business strategy. She is also a Chartered Investment Manager (CIM) and a licensed insurance agent, demonstrating her commitment to maintaining the highest professional standards and delivering exceptional service to her clients.

Outside of work, Shan resides in Vancouver with her family and enjoys participating in outdoor activities such as skiing and hiking.

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W: (514) 396-0346

M: (514) 995-1399  

E:   lfortin@highgatefo.com

Louis is an investment management professional with more than 25 years of experience in various executive positions, acquired with financial institutions operating internationally. He brings extensive background and knowledge in senior leadership and governance. He currently oversees Highgate’s compliance and finance activities.

Prior to getting involved with family businesses and their enterprising Family continuity, Louis gained his wealth-management expertise with Dundee Global Investment Management and TD Asset Management. In 2012, he was the Canadian CEO of Amundi, one of the largest French asset managers, where he established its Canadian operation in 2007.

To cultivate his entrepreneurial passions, Louis co-founded both a traditional and an alternative investment management firm. He started his career as a floor trader at the Montreal Exchange, where he headed the Goldman Sachs floor team. He holds a Bachelor’s degree in Business Administration from Université Laval and is also a Chartered Real Estate Appraiser.

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