Stop Trusting Algorithms. Start Working With People Who Know Your Name.

Marc-Antoine holds the CFA designation and is a Certified Financial Planner. He earned his BComm from HEC Montréal in 2003 and spent eight years as a portfolio analyst working on Caisse de dépôt-affiliated mandates, where he managed segments of Canadian fixed-income and multi-asset portfolios exceeding $1.2 billion in aggregate value.

In 2012, frustrated by the industry's misaligned incentives, he founded Mynewlife Investments with 47 newsletter subscribers and a conviction that boutique firms could deliver institutional-quality management with genuine transparency. Today he leads all investment policy decisions, chairs the firm's quarterly investment committee, and still personally manages the firm's longest-tenured client relationships — including several families who have been with Mynewlife since that first year.

Nathalie joined Mynewlife in 2015 after 11 years in equity research at National Bank Financial, where she covered the industrials and materials sectors and was twice named to the Brendan Wood International Canadian Analyst Survey. She holds the Chartered Investment Manager (CIM®) designation and specializes in Canadian and U.S. equities, sector rotation strategy, and ESG integration across multi-asset portfolios.

As the firm's second partner, Nathalie directly manages approximately $95 million in client assets. She chairs the firm's ESG screening process and leads all client portfolio reviews for accounts above $750,000. Her research notes form the foundation of many of the equity commentaries published on our Research page.

Philippe holds a Master of Science in Finance from Université de Montréal and is a Certified Financial Risk Manager (FRM). Before joining Mynewlife, he spent three years in derivatives pricing at the Montréal Exchange — Canada's financial derivatives market — and then built and maintained risk models for a Montréal-based long/short equity hedge fund managing over $400 million.

He joined the firm in 2017 and oversees all portfolio stress testing, correlation analysis, drawdown scenario modeling, and the firm's proprietary asset allocation framework. Philippe runs Monte Carlo simulations across every client portfolio quarterly, ensuring that even in tail-risk scenarios — 2008-style drawdowns, rapid rate hikes, currency dislocations — our clients' plans remain viable. His quantitative work directly shapes the asset class positioning the firm deploys across all mandates.

Camille is both a Certified Financial Planner and a licensed Planificateur financier (Pl. Fin.) in Quebec — one of the province's most rigorous professional designations, requiring completion of IQPF coursework, a comprehensive examination, and ongoing ethics and continuing education obligations. She joined Mynewlife in 2016 after five years at Desjardins Wealth Management, where she managed financial plans for high-net-worth families.

At Mynewlife, Camille leads all comprehensive financial planning engagements — retirement income projections, tax optimization strategies, estate coordination with clients' notaries and lawyers, insurance needs analysis, and education savings planning. She's known for translating complex tax scenarios into clear visual models that clients can actually understand and act upon, and she works closely with Julien Marchand on integrated tax-aware planning.

Julien is a Chartered Professional Accountant who joined Mynewlife in 2019 from a mid-size accounting firm in Laval where he spent seven years specializing in personal and corporate tax for business owners and professionals. He brings deep expertise in the tax implications of every investment decision — RRSP/TFSA/RESP optimization and contribution room management, strategic capital gains and loss harvesting, corporate investment holding structures for incorporated professionals, and cross-border tax considerations for clients holding U.S. assets or receiving U.S.-source income.

Julien works closely with Camille on integrated financial plans, ensuring that every recommendation is stress-tested for tax efficiency before implementation. He also coordinates with clients' external accountants and tax lawyers to ensure seamless year-end planning — a service integration that most boutique firms simply can't offer because they lack in-house tax expertise.

Sarah has been with Mynewlife since 2014 — the firm's very first hire, joining when Marc-Antoine was still managing everything from a single office in the Plateau. She holds a Diploma in Business Administration from Collège de Maisonneuve and has completed the Canadian Securities Course (CSC). Over the past decade, she has built and refined every operational system the firm relies on.

Sarah manages all client onboarding processes, quarterly and annual reporting systems, CRM operations, compliance documentation, and regulatory filing coordination. She is the operational backbone of the firm and the first voice clients hear when they call (720) 227-4800. Her meticulous approach to documentation and client communication is a key reason our onboarding satisfaction scores consistently exceed 97%.