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.

Charles Marleau, CIM®

Chief Investment Officer

Charles is the co-founder and President 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 Financial Officer

Alain is responsible for the management and oversight of all financial reporting, controls, and general administration of the firm. 

Marie-Pier Faucher

Corporate Controller

Marie-Pier joined Palos in 2013 following a successful practice as a Chartered Accountant at PricewaterhouseCoopers. She is an experienced Corporate Controller and a valued member of the Palos team.

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.

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 President 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®).

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.

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Graham Singh

Special Advisor

Having completed his education at the London School of Economics, Cambridge, Oxford and Western, Graham is also an ordained Anglican priest. He is the founder and CEO of the Trinity Centres Foundation, a social finance leader in adaptive re-use of church real estate.

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 the Palos Wealth Management client requests. Ryan is in the process of achieving  the CSC Canadian Securities Course designation.

Winners of Two 2021 Canadian Hedge Fund Awards

Palos Income Fund LP – Best 1-year return

Global Macro/Managed Futures/Multi-Strategy category

Palos WP Growth Fund – Best 1-year return

Equity Focused category

All products and services of Palos Wealth Management Inc and Palos Management Inc. are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. The contents of this site should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.