Mathieu holds a Bachelor of Business Administration with a Finance Concentration, Honors Program, from the Université du Québec à Montréal, and a Master of Science in Finance from Concordia University. He is currently a Level 2 CFA candidate. Mathieu joined the Claret team in 2023 as a Portfolio Management Research Assistant.
Caroline began her professional career in 2018, working as an analyst in the wealth management industry. She holds a Bachelor of Commerce in finance from Concordia University and is a CFA charterholder since 2023. Caroline joined the Claret team at the end of 2022 as an Associate Portfolio Manager and has since moved into the role of Portfolio Manager.
