Our Team

  • Charles Marleau
    Charles Marleau, CIM
    Chief Investment Officer
    Charles is responsible for managing and trading the investment funds and supervises administration, investor relations, record keeping and compliance at Palos Management. He is a member of the Independent...
  • Noah Bilick
    Noah Billick
    Noah Billick has spent his entire career in the wealth management business. After starting as a sales assistant at a bank-owned securities dealer, Noah attended McGill University in...
  • Robert-Barootes
    Robert Barootes
    Vice President, Business Development
    An integral member of the investment team, Bob reinforces and brings perspective to investment selection, management, client service and business development. With more than 30 years of experience, Bob...
  • Alain Lizotte
    Alain Lizotte
    Chief Financial Officer, Chief Compliance Officer
    Alain Lizotte is Chief Financial Officer and Chief Compliance Officer of Palos Management. He is responsible for managing and overseeing all matters relating to financial reporting, financial controls, compliance...
  • Wakeham Pilot
    Wakeham Pilot
    Portfolio Manager
    A staple of Montreal’s investment management scene, Wakeham Pilot started his career over 50 years ago at Jones-Heward. A partner at the time of the merger with Nesbitt-Burns, he...
  • Robert Mendel
    Robert Mendel
    Portfolio Manager
    Robert has more than 25 years of experience in portfolio management and investment banking. In 1990 he co-founded ProGenesis, a securities dealer, and in 1999 with assets totalling over...
  • karen-shoffner
    Karen Shoffner
    Portfolio Manager
    Karen Shoffner is an industry veteran with a wealth of experience that spans more than 30 years in investments. Beginning her career at a large insurance firm in 1981...
  • William Mitchell
    Portfolio Manager
    From his responsibilities as professional floor trader to senior proprietary trader at two of Canada’s largest financial institutions, Bill has garnered an impressive amount of valuable market experience. With...
  • Marie-Pier Faucher
    Marie-Pier Faucher
    Corporate Controller
  • Pierre Bernard
    Pierre Bernard
    Manager Compliance and Operations
  • Joany Pagé
    Joany Pagé
    Financial Analyst
    Joany is responsible for supporting the portfolio managers in equity and industry analysis, developing models and maintaining performance reports. Prior to joining Palos, Joany was an assistant to an...
  • Caroline Vadboncoeur
    Caroline Vadboncoeur
    Manager Client Services
  • Sandy-Sankardyal
    Sandy Sankardyal
    Manager, Portfolio Administration
    Sandy began her financial services career in 1990, with a focus on administration. At Castellum’s inception in 1996, Sandy joined the team in an administrative role and continues to...
  • Jocelyne Kim
    Jocelyne Kim
    Administrative Assistant
  • Pamela Czaffit
    Pamela Czaffit
    Administrative Coordinator
    Motivated and responsible professional with more than 10 years of experience in accounting services. Strong communication, interpersonal and organizational skills, excellent customer oriented skills and conflict resolution skills, ability...
  • Evan Weiser
    Evan Weiser
    Junior Analyst
  • Charles Spino
    Charles Spino