Headquarters:

Vancouver (Granville Street) and Toronto (Bay Street)  

Year founded:

1988  

Number of employees:

Phone:

1 855 643 7073 

Email:

lepoidevingroup@cgf.com

Website:

lepoidevingroup.com

LinkedIn:

linkedin.com/company/lepoidevin-group 

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

David LePoidevin, CIM 

Senior Portfolio Manager and Senior Investment Advisor 

Marc Rinfret, CIM, DMS

Senior Portfolio Manager and Senior Investment Advisor

Fletcher Hemmons, CIM

Senior Portfolio Manager and Senior Investment Advisor

Leadership

With over 35 years of experience in the industry, David LePoidevin is a top-ranked investment advisor, managing a portfolio of more than $2 billion in assets. David began his financial career in 1986 at a bond trading desk in Toronto. In 1988, he became an Investment Advisor at an independent Canadian owned firm, and also spent 20 years at major Canadian banks. In 2006, David expanded his team as LePoidevin Group turned its focus to discretionary portfolio management. The success of his clients is founded on the strength and discipline of LePoidevin Group, a team of dedicated, like-minded Portfolio Managers, Research Analysts, Traders, a Financial Planner and hard-working client-focused Administrative Associates. In 2016, David and LePoidevin Group joined CG Wealth Management. David has received several awards throughout his career. Most recently, David and his team won Wealth Professional Magazine’s Top 5-Star Wealth Advisory Team in Canada in 2021 and 2022. The Globe and Mail, in partnership with SHOOK Research, also named David the #1 Wealth Advisor in Canada on their list of the top 150 Wealth Advisors for 2022. David holds a Bachelor of Arts degree in Economics and attained his CIM designation (Discretionary Portfolio Manager) in 2006.

Senior Investment Advisor & Senior Portfolio Manager LePoidevin Group

David LePoidevin, CIM

Marc Rinfret is a senior portfolio manager within LePoidevin Group at CG Wealth Management. He joined LePoidevin Group in 2008 and soon became David’s first portfolio management partner, managing client assets using LePoidevin Group’s investment philosophy and strategy. Marc is a graduate of the University of Alberta. He has attained the CIM (Canadian Investment Manager) and DMS (Derivatives Market Specialist) designations, is licensed to trade options, and is a registered US General Securities Representative in eight US states and territories through FINRA.

Senior Portfolio Manager and Senior Investment Advisor 

Marc Rinfret, CIM, DMS 

Fletcher Hemmons is a senior portfolio manager within LePoidevin Group at CG Wealth Management. He joined LePoidevin Group’s Vancouver office in 2010. Since then, he has held a number of roles within the team before becoming a portfolio management partner in 2015. As a senior portfolio manager, Fletcher works with David LePoidevin and Marc Rinfret to manage client portfolios using the LePoidevin Group’s investment philosophy and strategy. Fletcher earned a Bachelor of Business Administration in Finance and Economics from St. Francis Xavier University. He holds the Chartered Investment Manager (CIM) designation, is licensed to trade options and is a US General Securities Representative, licensed in California through FINRA. Fletcher works with LePoidevin Group clients across Canada and Internationally.

Senior Portfolio Manager and Senior Investment Advisor  

Fletcher Hemmons, CIM 

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,

Masa Idelbi, Manager - Human Resources

Leadership

Darcie Crowe, CIM, PFP, CDFA

Senior Wealth Advisor and Senior Portfolio Manager

Darcie Crowe is a senior portfolio manager within LePoidevin Group at CG Wealth Management. She holds over 15 years of experience in financial services, having started her career within investment banking before transitioning into private wealth management in 2010. She is pleased to have received national recognition for her approach, with accolades that include Canada’s Top Wealth Advisors (The Globe and Mail), Canada’s Top 50 Advisors (Wealth Professional) and 5-Star Leading Women in Wealth (Wealth Professional). Darcie holds the Chartered Investment Manager (CIM) designation. She is also a Personal Financial Planner (PFP), Certified Divorce Financial Analyst (CDFA) and FINRA-registered professional. Darcie is a graduate of the honours business administration (HBA) program at The Richard Ivey School of Business.

Senior Wealth Advisor and Senior Portfolio Manager

Darcie Crowe, CIM, PFP, CDFA

Eric Marshall

Director, Genesis Brand

Eric Marshall has been with HAC since 2015, starting as product manager for Hyundai. In 2016 – the inception of Genesis Motors Canada – he transitioned to the luxury brand as senior sales manager and was promoted to national sales manager in 2019. Prior to joining the company, he held progressive roles at a domestic automaker in the areas of sales and brand management. Marshall is among a small, dedicated team responsible for launching operations in the Canadian market as it established its unique agency model. As one of the architects of the organization who participated in the development of the brand strategy and creation of distributor network agreements, he is well equipped to oversee all aspects of the business. Marshall’s responsibilities include oversight of GRX (Genesis Retail Experience) facility construction and overall growth strategy as sales continue to increase. He is based in Genesis Motors Canada’s head office in Markham, Ontario.

Director, Genesis Brand

Eric Marshall

LePoidevin Group at CG Wealth Management is one of the most successful advisory teams in Canada, ranked No. 1 on The Globe and Mail’s list of Canada’s top wealth advisors and is a three-time winner of Wealth Professional Canada’s 5-Star Advisory Teams award. Founder David LePoidevin began working at the bond desk in Toronto in the mid-1980s and transitioned to investment advisory in 1988. He initially pitched potential clients on the benefits of locking into long-term government bonds with yields at double digits by cold calling on the telephone and holding educational seminars. Over the years, as David’s client base grew, he formed LePoidevin Group, where he leads a team comprised of senior portfolio managers Marc Rinfret, Fletcher Hemmons, and Darcie Crowe. Senior investment advisor assistant, Lynn Yeo, oversees a dedicated team of traders, research analysts, and administrators. LePoidevin Group’s large, diverse team possesses specialized skill sets that ensure investment returns and client services are best in class. “Our team of investment professionals with diverse skill sets allows us to provide research-driven, personalized investment portfolios to our clients,” explains LePoidevin. “By conducting our own research, and avoiding market fads and cookie-cutter solutions, such as 60-40 balanced mutual funds, we strive to provide attractive returns to clients through all market cycles.” The biggest growth in assets for LePoidevin Group came after the 2008 financial crisis as the team successfully predicted the financial collapse and took measures to protect clients. LePoidevin Group’s client assets grew from $250 million in 2008 to $1.1 billion in 2016 when it joined Canaccord Genuity, and are worth $2.2 billion today. Over the course of the last few decades and throughout the COVID pandemic and market volatility of 2022, LePoidevin Group has consistently exceeded benchmarks for client returns. What’s more, the group remains dedicated to helping everyday Canadians meet their financial goals – regardless of family, profession, or socioeconomic status. There is no minimum asset requirement, and the only criterion for being a client is being nice and like-minded. As a result, numerous client testimonials attest to the quality of LePoidevin Group’s services. A long-time client, RL, says, “You allow us to enjoy our retirement. We sleep peacefully at night because you eliminate the financial worries so many people have.” Last year provided an excellent case study in handling market volatility. In January 2022, the group leveraged its over 35 years of experience to forecast higher interest rates and announced on a conference call that they were positioned to weather the storm. As a result, the group outperformed competitors and had client portfolios perform significantly higher than market benchmarks. During the volatile year, one client wrote, “Thank you. When the going gets a bit rough, Gilbert and I say, ‘David’s on top of it,’ and we take a deep breath, and we get on with our day.” For his part, David can’t get enough of these endorsements. “It’s what I love to do,” he says. “I am grateful to be making such a positive impact on the lives of our clients.”

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Steve Flamand

Executive Director of Product, Corporate, IT and Digital Strategy

Kirk Merrett

Director, HR and Administration

Michael Ricciuto

Director, Safety and Compliance

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms. Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends. Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.

Executive Director of Product, Corporate, IT and Digital Strategy

Steve Flamand

Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance. Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada. Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.

Director, HR and Administration

Kirk Merrett

Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies. Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada. Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.

Director, Safety and Compliance

Michael Ricciuto

Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.

Partner

Kimi Shah

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.” Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”

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We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family. We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.

The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability. CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).