Please note that I do not have the license of advising representative. However, I have the opportunity to refer you to our Cape Cove portfolio management team.
Customized Management
Cape Cove Portfolio Management offers tailored investment solutions to high net worth investors.
All our portfolios are managed on a discretionary basis and are invested according to an investment policy that is established on the onset by the portfolio manager and client.
The securities are held in safekeeping with recognized financial institutions such as Interactive Brokers Canada, Computershare, and the National Bank Independent Network.
The Team
Robert Audet, MBA
PRESIDENT AND CHIEF EXECUTIVE OFFICER / ADVISING REPRESENTATIVE
Robert Audet is the firm’s president and CEO. Before being fully involved with his Cape Cove management company since 2013, he worked in the international interbank area of foreign exchange (FX) markets for over thirty years. Robert has worked for recognized financial institutions such as the Toronto Dominion Bank, the Union Bank of Switzerland, Crédit Lyonnais, the Royal Bank of Canada and the National Bank of Canada. Robert holds a joint MBA degree in international finance from Université Laval and York University.
Jean-Christophe Daigneault, M.Sc., CFA
CHIEF COMPLIANCE OFFICER / ADVISING REPRESENTATIVE
Jean-Christophe Daigneault is the chief compliance officer for the entire firm. He has over 25 years of experience in the financial field, mainly in large organizations such as the Caisse de dépét et placement du Québec, PSP Investments, Investissement Québec and National Bank Financial. His experience ranges from investments to investment support to financial research. During his career, Jean-Christophe has worked in fields related to bonds, shares, and exempt and private market products. Jean-Christophe holds an MSc degree in Finance from Université de Sherbrooke, and a CFA designation from the CFA Institute..
Benoit Crispin, M. Fin., R.L.U.
VICE PRESIDENT BUSINESS DEVELOPMENT / ASSOCIATE ADVISING REPRESENTATIVE
Benoit Crispin is the firm’s vice president business development. He has over 20 years of experience in the financial sector. He began his career as a researcher for a university research centre in bio-industry management, before collaborating in the establishment of the Institut de finance mathématique de Montréal (IFM2). Afterward, he worked in the investment field as an advisor and associate portfolio manager in a private management firm, and then worked as a financial analyst on behalf of a pension plan consulting firm. He was also a financial security advisor, mutual fund representative and exempt market dealer representative in a financial services firm where he was responsible for coordinating financial planning services for corporate clients. Benoit holds a master’s degree in financial research from the École des sciences de la gestion. He completed two levels of the CFA program (CFA Institute) and successfully completed the IQPF Financial Planner Training.
Jeffrey Veilleux, M.Sc, CIM®
ADVISING REPRESENTATIVE
Jeffrey Veilleux is an Advising Representative for the Portfolio Management on the public markets area. He has over 13 years of experience in the financial field, mainly in large Canadian banks. He held roles of sales traders on the institutional equity team as well as a foreign exchange trader at National Bank Financial. During his career, Jeffrey has worked closely with institutional clients. Jeffrey holds an MSc degree in Finance from Université de Sherbrooke, and a CIM designation from the CSI Institute.