Meet Our Team

David LePoidevin, CIM

Senior Vice President
Portfolio Manager

With over 30 years of experience in the industry, David LePoidevin is a top-ranked investment advisor, managing a portfolio of more than $1.6 billion in assets.

David began his financial career in 1986 at the bond trading desk in Toronto. In 1988, he became an Investment Advisor at Richardson Greenshields and following its takeover by RBC Dominion Securities in 1996, continued on to become a Vice President at RBC Dominion Securities in May 1997. In 1999, he joined National Bank Financial, where he was awarded the prize for Portfolio Management Excellence in 2012 and 2013, an award given to the top portfolio manager at the firm as measured by risk-adjusted returns. David was also awarded the Investment Advisor of the Year at National Bank Financial in 2011, 2012, 2013. David joined Canaccord Genuity Wealth Management in 2016 and was a Member of the Canaccord Genuity Chairman’s Council in 2016, 2017, 2018, 2019 and 2020.

David holds a Bachelor of Arts degree in Economics and attained his CIM designation (Discretionary Portfolio Manager) in 2006.

Marc Rinfret, CIM, DMS

Vice President
Portfolio Manager

A graduate of the University of Alberta, Marc joined the LePoidevin Group in October 2008. Marc’s primary focus is the management of client portfolios within the LePoidevin Group. Marc is a fully licensed Portfolio Manager (with options) and holds both the CIM designation (Chartered Investment Manager) and DMS designation (Derivatives Market Specialist) through the Canadian Securities Institute. Marc is also a Registered US General Securities Representative and is licensed in 8 U.S states and territories through FINRA. Marc was a Member of the Canaccord Genuity Presidents Club in 2017, 2018, 2019 and 2020.

Fletcher Hemmons, CIM

Portfolio Manager

A graduate of St. Francis Xavier University, Fletcher holds a Bachelors of Business Administration in Finance and Economics. He joined the LePoidevin Group in May 2010, and is fully licensed as a Portfolio Manager (with options). Fletcher holds the CIM designation from the Canadian Securities Institute and a US securities license (General Securities Representative, California) through FINRA. Fletcher manages client accounts and develops new business relationships from the LePoidevin Group’s Toronto office.

Lynn Yeo

Senior Associate

Lynn is a licensed Investment Assistant. Drawing on over 21 years of experience working exclusively for the LePoidevin Group, Lynn provides stability and institutional memory for the vast client group, many of whom have been with David for 30 years. 

Susanna Kam

Senior Associate Trader

Susanna has been in the investment business for over 28 years. Her career began at Haywood Securities as a Sales Assistant, before moving to BMO Nesbitt Burns for eight years and then HSBC Securities for three years. Susanna joined the LePoidevin Group in 2005 and executes daily trading and manages client relations.

Paige Dulle, CFA

Investment Associate

Paige joined the LePoidevin Group in September 2018 and specializes in portfolio trading. She graduated with a Bachelor of Commerce in Accounting and has the Chartered Financial Analyst (CFA) designation and a US General Securities Representative license through FINRA.

Aren Hoffman

Associate Analyst

Aren has a Bachelor of Arts degree in Economics from the University of British Columbia. He joined the LePoidevin Group in January, 2011. Aren’s focus is providing the LePoidevin Group with independent macroeconomic and security specific research. He has been involved in the financial field for over 25 years.

Myra Rehman

Administrative Associate

Myra joined the LePoidevin group in January 2014. She has an undergraduate degree at Simon Fraser University. Myra holds the CIM designation from the Canadian Securities Institute. Myra is responsible for client account documentation and responding to day-to-day administrative client requests.

Nicolette Lim

Administrative Associate

Prior to joining the LePoidevin Group in 2013, Nicolette worked in retail banking at the Bank of Montreal for seven years. While working as a Financial Services Manager, Nicolette developed strong relationships with clients while gaining an understanding of the various financial solutions that are available through the bank. Nicolette’s role with the LePoidevin Group involves responding to day-to-day administrative requests from clients and general client services.

Jade Wee

Administrative Associate

Jade joined the LePoidevin Group in 2007 and is pleased to act as a key touch point for our clients, in regards to administrative requests and documentation. Prior to entering the investment industry, Jade received her Bachelor of Arts degree from the University of British Columbia. Having accrued 14 years of familiarity with our process and clientele, Jade has continued to build upon her extensive industry expertise to better serve new and existing clients.

Agnes Francisco

Administrative Assistant

Upon completion of her Bachelors of Business Administration in Finance, Agnes joined the LePoidevin Group in January 2017. Agnes provides support to the Administrative team by handling the documentation of client accounts.

Morgan Zerr

Investment Advisor Assistant

Morgan joined the LePoidevin group in June 2020 and works as a Licensed Investment Advisor Assistant. She graduated in 2018 from the University of Alberta with a major in Finance and is currently working her way through the CFA program.

Frank Giustra

Business Development Associate

A graduate of the University of Victoria, Frank holds a Bachelor’s Degree in Economics. Having spent time in a wide range of roles at multiple financial services firms, Frank brings 8 years of industry experience to the LePoidevin Group. Frank’s day to day focus is on the development of new business, and he is a Registered Representative through IIROC.

Devina Sinh

Associate, Digital Marketing

Our newest member of the team, Devina, joined the LePoidevin group in January 2021 and works as Digital Marketing Associate. She graduated from the University of British Columbia in 2019, with a major in Sociology and is currently working her way through becoming a certified Digital Marketing Specialist. 

Alysha To, CFP, TEP, CLU, CHS, CIM, MTI

Financial And Estate Planner

Alysha joined the LePoidevin Group specializing in strategic Financial and Estate Planning to provide our clients with a holistic approach to wealth management. She is fully licensed as a Registered Representative and Life Insurance Agent in B.C. and holds several designations related to in-depth financial, estate and tax planning.  As a strong believer in making a difference in our community, Alysha plays an active role on the Executive Committee of the Society of Trust and Estate Practitioners and contributes her time in mentoring students through Junior Achievement of B.C as well as Financial Planning Students at BCIT.

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