Headquarters:
Laval, QC
Year founded:
1987
Number of employees:
211
Phone:
1 855 243 6101
Email:
communications@croesus.com
Website:
croesus.com
LinkedIn:
ca.linkedin.com/company/croesus-finansoft
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi,
Manager - Human Resources
Rémy Therrien
Founder and Executive Chairman of the Board
Vincent Fraser
President
Jean-François Desaulniers
Vice President and General Manager
Leadership
As founder of Croesus, Rémy Therrien now holds the role of executive chairman of the board. Since Croesus’s beginnings, he has always relied on human talent and trust to create strong relationships with his employees and clients. Therrien is currently a member of the board of Finance Montréal and is recognized as a philanthropist who is actively involved in various charities.
He graduated from the Université Laval in Québec City with a bachelor’s degree in engineering physics.
Founder and Executive Chairman of the Board
Rémy Therrien
Vincent Fraser is passionate about business and high technology, and has performed in these sectors for 25 years. During this time, Fraser has developed expertise in leadership and the development of growth strategies combining human capital, financing, mergers and acquisitions, and good governance practices.
In 2000, he co-founded Processia, a consulting and solutions integration company specializing in product lifecycle management. He led the company’s international development, with operations in North America, Europe, and Asia.
Fraser is a graduate of Polytechnique Montréal and Harvard Business School.
President
Vincent Fraser
Since 2015, Jean-François Desaulniers has been in charge of Croesus’s operational teams as vice president and general manager. A graduate of the Université de Sherbrooke, he previously founded Valsar, a consulting firm specializing in the integration of IT solutions. Valsar merged in 2005 with the public company Nstein, where Desaulniers served as a subsidiary president for five years. He then joined Acceo as vice president of professional services.
Desaulniers continues to be involved in various organizations and is currently an administrator at the Chambre de Commerce et d’Industrie de Laval.
Vice President and General Manager
Jean-François Desaulniers
“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
Luc Larose
Vice President, Client Experience
Luc Larose possesses over 25 years of experience as a consultant and project manager. He joined Croesus in 2018 as a project management office manager. Driven by a passion for his work and much appreciated for his integrity, Larose has worked in a number of fields such as banking, information technology, wireless telephony, and customer contact centres for private and public sector companies.
He is a certified project management professional and holds an MBA with a concentration in business strategy and a certificate in economics from Université de Montréal. He is also a member of the Barreau du Québec.
Vice President, Client Experience
Luc Larose
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
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to:
• improve their productivity
• enhance their client relationships
• make informed decisions
• maximize their asset management
Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community.
With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.
“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
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
“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 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.
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