Headquarters:
Laval, QC
Year founded:
1987
Number of employees:
250+
Phone:
1 855 243 6101
Email:
communications@croesus.com
Website:
croesus.com
LinkedIn:
ca.linkedin.com/company/croesus-finansoft
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
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CROESUS
Yanie Bernier
Vice President, Talent, Culture, and Employee Experience
Vincent Fraser
President and CEO
Jonathan Gagnon
Vice President, Software Engineering
Leadership
Yanie Bernier, CHRA, drives value creation through talent strategy, organizational development, and employee retention. She plays a key role in fostering a culture of innovation, collaboration, and performance.
With 22 years of experience, she joined Croesus in 2019 after roles at Ubisoft, Sobeys, Groupe Sélection, and Parc Olympique. She holds a bachelor’s degree in business administration from UQAM.
Vice President, Talent, Culture, and Employee Experience
Yanie Bernier
Vincent Fraser has 25 years of experience in business and high technology, with expertise in leadership and growth strategies spanning human capital, financing, M&A, and governance.
He co-founded Processia in 2000 and led its international expansion across North America, Europe, and Asia. He is a graduate of Polytechnique Montréal and Harvard Business School.
President and CEO
Vincent Fraser
Jonathan Gagnon leads Croesus’s software development strategy and the growth of its engineering teams. With 25 years of IT experience, including over 20 in financial technologies, he has been with Croesus since 2005.
He holds a master’s degree in computer science from Concordia and a bachelor’s from the University of Sherbrooke, and is TOGAF 9.2 and PSM I certified.
Vice President, Software Engineering
Jonathan Gagnon
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Sanjay Kulkarni
Vice President, Chief Revenue Officer
Sanjay Kulkarni brings over 25 years of experience in sales, marketing, and commercial leadership, focused on driving global revenue growth in technology and financial services.
Prior to Croesus, he was CRO at Dye & Durham and held senior roles at TMX Group, Nasdaq, ADP Canada, and Deloitte. He holds a Bachelor of Applied Science from the University of Waterloo.
Vice President, Chief Revenue Officer
Sanjay Kulkarni
Luc Larose
Vice President, Client Experience
Luc Larose has over 25 years of experience in consulting and project management across sectors including banking, IT, telecommunications, and customer contact centres.
He joined Croesus in 2018 and is known for his integrity and leadership. He holds an MBA from Université de Montréal, is a certified PMP, and is a member of the Barreau du Québec.
Vice President, Client Experience
Luc Larose
Croesus delivers high-performance, secure wealth management solutions designed to serve as the core of a firm’s technology ecosystem. Spanning portfolio management, rebalancing, AI-based video reporting, and flexible APIs, the platform connects seamlessly with other systems, enables dynamic, insight-driven reporting, and supports wealth management professionals in scaling their businesses.
These solutions empower wealth management professionals to:
improve productivity
enhance client relationships
make better informed decisions
maximize asset management
As a result, Croesus delivers a valuable experience to its clients, users, partners, and employees while making a meaningful, positive impact on the broader community through charitable giving, time, and resources.
With more than 250 employees across Montréal and Toronto, Croesus continues to win industry awards for being a high-quality solution provider and an outstanding employer.
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Vincent Lévesque
Vice President, Head of Products
Marc Riel
Vice President, Business Development and Strategic Partnerships, North America
Éric Simon
Vice President, Chief Financial Officer
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Vincent Lévesque brings 25 years of experience in digital product design and leadership, and currently leads product strategy and development for Croesus. He previously held senior roles at National Bank of Canada, Videotron, and FLO.
He holds an MBA and a bachelor’s degree in industrial design, and is recognized for building high-performing teams and delivering user-centric products that drive engagement and efficiency.
Vice President, Head of Products
Vincent Lévesque
Marc Riel brings 30 years of experience in financial markets, including roles as trader, portfolio manager, and investment banker. He held senior trading positions at National Bank of Canada and CDP Global Asset Management.
He is an FCSI, CMT, and CPA, and holds a BSc in Finance from Concordia and an MBA from UQAM.
Vice President, Business Development and Strategic Partnerships, North America
Marc Riel
Éric Simon has over 25 years of experience in financial management across telecommunications, technology, media, and retail. He specializes in M&A, financing, and driving financial growth. As CFO of Croesus, he oversees all financial activities.
He previously held CFO roles at Octasic, Frank and Oak, and Fibrenoire, and is a graduate of Université de Sherbrooke and HEC Montréal.
Vice President, Chief Financial Officer
Éric Simon
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division