Our Team
We encourage and nurture a team approach where we work together to provide clients with a superior wealth management experience.
Administration
Our administrative teams are defined by their dedication to professionalism, efficiency and utmost integrity.
Portfolio Managers
Our portfolio management team possesses the skills and experience required in today’s complex investing landscape.
Client Relations
Our client relations team services our clients in a manner that is professional, caring, respectful and transparent.
Administration
Our management and administrative teams are defined by their dedication to professionalism, operational efficiency and utmost integrity.
Philippe Marleau
Chief Executive Officer
Philippe Marleau has extensive financial services background spanning over 20 years. He co-founded and served as CEO of IOU Financial, a technology-based small business lender. Philippe currently serves on the boards of Palos, IOU Financial, and Grosvenor CPC. Previously, he served on the boards of GobiMin Inc. MAG Energy Solutions, Fountain Asset, and two capital pool companies.
Charles Marleau, CIM®
Chief Investment Officer
Charles is the co-founder and a director of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.
Alain Lizotte
Chief Operating Officer and Chief Financial Officer
Alain is responsible for the financial management and oversight, general administration and operations at Palos. He previously held leadership positions across different industries, including the roles of Head of Finance and Administration at Keops Technologies; Head of Operational Finances at Société de transport de Montréal; and Director of Operations at Quebecor Media. Alain graduated from Université du Québec à Montréal (UQAM), from which he holds an BBA in accounting as well as an MBA. He is a member of the Québec’s CPA Order.
Martin Picard, LL.B, M.Sc.
Vice President Legal Affairs and Chief Compliance Officer
Martin has over 15 years of experience in the securities industry. Before joining Palos, he served as senior policy advisor with the Autorité des marchés financiers (AMF), leading policy initiatives for clearing houses and securities registered firms. He also served as Senior Legal Counsel for a bank-owned investment dealer. Martin holds a master’s degree in international management and a law degree from the Université de Sherbrooke. He was called to the Québec Bar in 2005.
Mathew Levitsky-Kaminski
Corporate Controller
Mathew has professional experience as an Assistant Controller in Manufacturing, as a Senior Auditor at Ernst & Young and as an Accounting Supervisor at the Maples Group. He has a solid track record in planning, executing and reporting on operational, financial and regulatory related matters. Mathew holds his CPA designation and is currently pursuing his MBA at Concordia University.
Sandy Sankardyal
Manager, Portfolio Administration
Sandy began her financial career in 1990 with a focus on administration. At Castellum’s inception in 1996. Sandy joined to assume administrative responsibilities and continues to oversee Castellum’s strong administrative services for clients.
Pamela Czaffit
Administrative Coordinator
Pamela assumed the duties of administrative coordinator at Palos in 2010. She has over 15 years of experience in managing administrative tasks.
Marija Zivkovic
Director of Communications
Marija has professional experience in marketing and corporate communications, investment relations, strategy and business development, and operations. She is recognized by peers for creative thinking, negotiation skills, resolving operational issues and enhancing collaboration.
Portfolio Managers
Our portfolio management team is comprised of seasoned investment management professionals who possess extensive experience, knowledge, and expertise.
Charles Marleau, CIM®
Chief Investment Officer
Charles is the co-founder and a director of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.
Wakeham Pilot
Portfolio Manager
Wakeham joined Palos in 2015 and brought with him a wealth of experience that is the foundation for our growth investment strategy.
William Mitchell, CIM®
Portfolio Manager
Bill has over 30 years of experience in securities analysis, trading in financial markets and managing portfolios. He holds the designation of Chartered Investment Manager (CIM®) and is a portfolio manager for the Palos-Mitchell Alpha Fund.
Robert Mendel, CIM®
Portfolio Manager
Robert has more than 25 years of experience in portfolio management and serves as our resident expert in options-based strategies. He holds the designation of Chartered Investment Manager (CIM®).
Robert Barnes, CIM®
Portfolio Manager
Robert has over 30 years’ experience in securities analysis, portfolio construction, tactical trading and risk management. His career began on the Montreal Exchange in 1987 where he honed his skills as a proprietary trader for large Canadian financial institutions. Rob holds the designation of Chartered Investment Manager CIM®.
Charles Timmons
Portfolio Manager
Charles has over 20 years’ experience in securities trading, analysis, and portfolio management. For the last 15 years, he has been exclusively focused on small-cap security selection and portfolio management. Charles currently manages the Palos Global Small-Cap Equity Fund. He is a CFA charterholder and holds an MBA at HEC Montréal.
Client Relations
Our client relations team provides you with professional services in a caring, respectful and transparent manner.
Caroline Vadboncoeur
Manager, Client Services
Caroline joined Palos in November of 2017. Through her experience, she plays an essential role in the organization, administration, control, and efficiency of our day-to-day activities.
Jocelyne Kim
Administrative Assistant
Jocelyne joined Palos in January 2017 and brought a decade of experience in serving clients and their administrative needs.
Ryan J. Mitchell
Associate Analyst
Having joined Palos Wealth Management in 2021, Ryan is responsible for various client related services for the Palos Religious Investing team. His contribution includes report conception, marketing, communication, portfolio updating and ad hoc tasks to cater to Palos’ client requests. Ryan is in the process of achieving the CSC Canadian Securities Course designation.
