Our Team

Our Team

Portfolio Management, Research and Analysis

Kevin Charlebois, CFA - President, Chief Investment Officer and Director
Kevin earned a Bachelor of Commerce degree from Carleton University (1974) and joined the company in 1975. He has managed investments in Canadian and U.S. stocks, bonds, preferred shares, money market, mortgages, real estate, venture capital, private placements and high-yielding equities since that time. His experience in high-yielding equities dates back to the 1970s with direct, private investments in real estate and mortgages, and in oil and gas properties on behalf of pension fund clients. In addition, Kevin has created and taught finance courses at Carleton University and is past Chairman of the Finance Committee of the School of Business at Algonquin College. Kevin has acted as a Director of the Ottawa-Carleton Board of Trade and Chairman of the Board’s Finance and Taxation Committee, Chairman of the Young Professional Associates, Director of the Foundation of the Ottawa General Hospital and President of the Ottawa Chapter of Financial Analysts. Kevin is a Chartered Financial Analyst charterholder. 


 

Kevin is supported by an exceptional client service and administration staff.

 

 

Our Team | Soundvest Capital Management
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