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Profil
Daniel Lavoie's former jobs include Senior Analyst at Montrusco Bolton Investments, Inc. in 2009; Vice President at State Street Global Advisors Ltd. (Canada) from 2016 to 2021; Equity Analyst at GE Asset Management Canada Co.; Special Situations Analyst at CTI Capital Securities, Inc. and IA Private Wealth, Inc. (Broker); Assistant Portfolio Manager at Fiera Capital Corp.
(Investment Management); Portfolio Manager & Chief Compliance Officer at Walter Financial, Inc. from 2021 to 2025; and Chief Compliance Officer & Portfolio Manager at Walter Public Investments, Inc. from 2021 to 2025.
Education includes undergraduate studies at the University of Sherbrooke.
Anciens postes connus de Daniel Lavoie
| Sociétés | Poste | Fin |
|---|---|---|
Walter Public Investments, Inc.
 Walter Public Investments, Inc. Investment ManagersFinance WPI invests with high conviction to deliver a strong performance and absolute long-term returns. The firm’s global equity portfolio comprises a limited number of high-quality companies. | Compliance Officer | 04/11/2025 |
Walter Financial, Inc.
 Walter Financial, Inc. Investment ManagersFinance Walter Financial employs an active and dynamic investment strategy that covers both public and private equity markets. Their permanent capital base and long-term investment horizon allow them to become a true partner in the companies in which they invest. The firm utilizes a thorough fundamental analysis for each investment to ensure they select only businesses that align perfectly with their vision. | Compliance Officer | 01/11/2025 |
State Street Global Advisors Ltd. (Canada)
 State Street Global Advisors Ltd. (Canada) Investment ManagersFinance SSgA seeks to utilize the most prudent methods of analysis based on the particular characteristics of the investment strategy and the current market conditions, as applicable. They use a disciplined, rigorous, research-based approach to be able to help their clients meet a wide range of investment goals. | Analyst-Equity | 01/01/2021 |
GE Asset Management Canada Co.
 GE Asset Management Canada Co. Investment ManagersFinance GE Asset Management Canada Co. utilizes a fundamental, bottom-up issuer selection process with top-down positioning to assist with prudent diversification or with the objective to capture perceived value opportunities. The firm invests globally across virtually all asset classes. | Analyst-Equity | 01/07/2016 |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views. | Gestionnaire de Portefeuille-Actions | - |
Formation de Daniel Lavoie
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton’s high-conviction investment strategies are anchored in fundamental, bottom-up research which is used to identify mispriced stocks that have upcoming catalysts. The investment teams rely on independent thinking to build their investment theses for each portfolio holding through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. ESG commitments permeate throughout the investment process from the definition of the investible universe through screening, fundamental analysis, monitoring and sell decisions. | Finance |
State Street Global Advisors Ltd. (Canada)
State Street Global Advisors Ltd. (Canada) Investment ManagersFinance SSgA seeks to utilize the most prudent methods of analysis based on the particular characteristics of the investment strategy and the current market conditions, as applicable. They use a disciplined, rigorous, research-based approach to be able to help their clients meet a wide range of investment goals. | Finance |
GE Asset Management Canada Co.
GE Asset Management Canada Co. Investment ManagersFinance GE Asset Management Canada Co. utilizes a fundamental, bottom-up issuer selection process with top-down positioning to assist with prudent diversification or with the objective to capture perceived value opportunities. The firm invests globally across virtually all asset classes. | Finance |
University of Sherbrooke
 University of Sherbrooke Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CTI Capital Securities, Inc.
 CTI Capital Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fiera Capital Corp. (Investment Management)
Fiera Capital Corp. (Investment Management) Investment ManagersFinance FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles, and capitalization ranges. The firm provides extensive expertise in Canadian active and structured fixed-income, Canadian and foreign equity, asset allocation, and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of their Canadian and foreign equity strategies, while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed-income strategies, resulting in opinions that are independent of market views. | Finance |
Walter Financial, Inc.
Walter Financial, Inc. Investment ManagersFinance Walter Financial employs an active and dynamic investment strategy that covers both public and private equity markets. Their permanent capital base and long-term investment horizon allow them to become a true partner in the companies in which they invest. The firm utilizes a thorough fundamental analysis for each investment to ensure they select only businesses that align perfectly with their vision. | Finance |
Walter Public Investments, Inc.
Walter Public Investments, Inc. Investment ManagersFinance WPI invests with high conviction to deliver a strong performance and absolute long-term returns. The firm’s global equity portfolio comprises a limited number of high-quality companies. | Finance |
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