Pratte Portfolio Management is an independent portfolio management firm based in Gatineau, offering portfolio management services with an absolute return objective.
We are passionate about finance and the stock market. We have an entrepreneurial nature and independent philosophy, our firm is our pride. Our opinions are unique and proprietary and we offer financial simplicity.
We have the knowledge, the tools at the cutting edge of technology and a powerful experience to establish investment strategies seeking to continually adapt to market conditions and realities.
Pratte Management portfolio offers:
- Exclusive investment strategies that differ from conventional approaches. Full transparency, allowing you to see everything that you hold and what you are paying for your portfolio management services.
- Portfolio managers who each have their own area of expertise. Investment strategies and recommendations continuously adapting to market conditions and realities.
- A firm at the cutting edge of technology seeking to innovate and a team dedicated to your interests.
You will also have access to:
- Wealth management solutions harmonized with your situation and able to evolve with you and your changing financial situation.
- A customized protection plan for you, your loved ones and your financial well-being taking into consideration all aspects of your situation, your needs and your goals.
Our role is to support you in your decisions and your choices. Our independent culture ensures the integrity of our recommendations. We consider all aspects of your financial situation to develop sophisticated strategies, innovative and scalable, tailored to the most complex financial needs.
Raymond Pratte, CFP, CIMVice-President executive, chief compliance officer and portfolio managementlinkedinvcardemail
In the field for over 25 years, Raymond holds the designation of Canadian Financial Planner (CFP) and the title of Certified Portfolio Manager (CIM).
Raymond teams with you in order to plan your future and increase your overall wealth. He takes time to have a thorough understanding of your needs and goals. He oversees the various stages of the plan, from the implementation of the financial strategy to co-management of portfolios of each of our mandates. He leads the team in ensuring that you receive the best expertise in every aspect of your financial situation.
Raymond is the father of 4 children and a loving grandfather. He loves nature and is a great athlete. Among other things, he practices sailing, walking, cycling and skiing.
Philippe Pratte, CIMPresident, chief investment officer and portfolio managerlinkedinvcardemail
As portfolio manager and chief investment officer, he has the responsibility to provide the team of Pratte with financial analysis, top-down quantitative and technical on various financial markets and sectors.
He is able to analyze the risks, to identify the major trends, detect changes of direction and themes of the various financial markets.
He is responsible in guiding Pratte portfolio management’s investment committee and he is also responsible for the construction and daily supervision of all client portfolios and Pratte’s mandates.
He cultivates the investment culture of Pratte, which is to adapt to the reality of the market in a continuous way. This means, to be tactical, track market trends, to be flexible to changes and not to remain invested in a bear market.
He is able to help you build an investment portfolio that can grow and evolve with you.
Philippe is a father of three and devoted husband. He is passionate about skiing, sailing and the financial world.
Marie-Josée LessardAssistant to the portfolio manager and client relationship managerlinkedinvcardemail
Marie-Josée successfully completed her Securities courses in January 2012. Since 2015, she is assistant to the portfolio manager and client relationship manager.
Initially a client with us, Marie-Josée joined the team in 1998 as a receptionist. Having a cheerful personality, she advocates teamwork in order to give you the professional service you deserve. Her attention to detail and work well done makes her effective when preparing your file, in customer meetings and doing appropriate follow-up.
Graduated in Arts, with concentration in French at Ottawa University, Marie-Josée began in financial services at the Caisse Populaire de Pointe-Gatineau. She likes to use her knowledge when writing and correcting texts as well as ensuring language quality in our monthly emails.
In her spare time, this hockey fan and animal lover likes reading a good novel, playing video games and making jewelry.
Brigitte PoulinAdministrative director of Pratte and client relationship managerlinkedinvcardemail
Born and raised in the beautiful Abitibi region, she holds a college diploma in Business administration with an option in finance, Brigitte joined the team in November 2007 after more than 15 years in the banking industry.
She began as an Administrative Assistant, followed a training course and became an Assistant Investment Advisor in January 2012. She held the position of Relationship Manager until the launch of Pratte Portfolio Management Inc.
Now Director of Administration, she is responsible, among other things, for accounting, insurance while assisting the Chief Compliance Officer.
Brigitte is a very meticulous person. Ask her a question, she will get to the bottom of things and will do all the required research to provide the information. You can always count on her smile and patience when you need her help.
Brigitte, a proud mother of two, has recently found a passion for Asian culture, leading her to visit Japan a few years ago. This new enthusiasm led her to start taking Korean lessons in order, among other things, to travel to this distant country.
Sophie PilonCommunications and social mediaslinkedinvcardemail
Sophie holds a college degree in Public Relations, a Bachelor’s Degree in Political Science and several social media courses with BCIT (British Columbia Institute of Technology). After more than 10 years employment at the federal government, Sophie became a social media consultant for Pratte Portfolio Management in 2016 before becoming a full member of the team in 2017.
Sophie is responsible for our different social network platforms such as (Twitter, Facebook, LinkedIn and Instagram) and also writes our weekly blogs. Her main objective is to help you better understand what is happening in the economic world by sharing financial news through the use of our various social networks and the weekly blog.
Sophie is a mother of three children. In her spare time, she practises yoga, skiing, cycling and running.
With a Master’s degree in Project Management (MPM) and a Master’s degree in Museology and Arts Practices (MA) with distinction from the Dean of Studies at the University of Quebec in the Outaouais, Etienne is above all a person that is entirely dedicated to what he is doing.
Entrepreneur in the field of arts and culture, Project Manager and Director of Business Development in the high-tech world and now Chief Operating Officer at Pratte Portfolio Management, he has over the last thirteen years developed a very diversified experience. As a visual thinker, lifelong learner, and someone energized by meaningful engagements with others, he was drawn to finance, operations, software development, design, and business.
These personal curiosities have become a key part of his professional identity. As a creative person, it has become an expression of his artistic philosophy and the blended practices that have always characterized his work: the merging of worlds, and the interplay of different languages in the same space.
As COO at Pratte Portfolio Management, he thrives on developing and maintaining relationships with clients, by inspiring and establishing business relationships built on trust and confidence. He is also carrying forward the digital transformation of the firm, to link our vision, the team, the clients and all our collaborators.
A devoted father, Etienne is an “organized creative”, hyperactive, curious and passionate who divides his time between training, culture and planning for his next adventures on his motorcycle or around the world.
Daniel Clement, CFA
Daniel holds a bachelor’s degree from the University of Ottawa in commercial science, with a specialization in finance, and holds the title of CFA (Chartered Financial Analyst).
From the Outaouais region, he has been working in the financial sector since 2014 and has been in the last years working to develop financial and tax strategies in order to increase the wealth of clients at Desjardins and other financial institutions. Daniel has acquired solid experience in customer relationship management and advisory services.
In collaboration with Pratte Portfolio Management, Daniel contributes to the achievement of his client’s objectives, the implementation of strategies and the development of processes aimed at excellence and the constant improvement of the efficiency and performance of the company. To offer personalized, independent recommendations, with a rigorous and honest approach, remains his priority.
Daniel is competitive and loves teamwork and these characteristics feeds his pronounced interest in sports. He practises golf, hockey and running, among other things. And of course, his passion for finance and politics follows him outside of his professional framework.
Vanessa is a student at the University of Quebec in Outaouais studying in Work and Organizational Psychology. Since obtaining her very first student job, she has developed a curiosity for finance and investing. Despite her interest in financial markets, Vanessa aspires to earn a Master’s degree in “relation d’aide” so that she can pursue her passion.
By joining the Pratte Portfolio Management team, this dynamic student wants to broaden her horizons. She also wants to improve her knowledge in finance and client services. Vanessa acts as a support to the customer relations department while performing administrative functions.
In her spare time, this former competitive swimmer enjoys training, reading and socializing with friends.