Gilles Lavoie is a Wealth Principal with more than 22 years of experience focusing on investment matters in our Montreal office. Gilles started his career in NYC, working for foreign operations of large US multinationals before transferring to Montreal to focus on investment consulting. He acts as lead investment consultant for many Canadian and multinational clients, ranging from a few millions to several billions of assets under advisement. Working jointly with institutional investors he aims to optimize the management of various pools of assets ranging from pension funds (DB and DC), insurance funds, endowments as well as taxable investors. His expertise covers the full gamut of investment consulting services, including:
- Financial risk management.
- Asset/liability studies.
- Development of investment policies and strategies, including LDI strategies and alternative investments.
- Design and implementation of manager structures and performance monitoring.
- Governance structure and processes
Since joining Mercer in 2017, Gilles has been working closely with Mercer’s responsible investment team to support education and integration of ESG and climate change into Mercer’s consulting advice and ultimately portfolio implementation, in line with both Mercer’s commitment to ESG and sustainable investing and increasing demands from clients. Gilles has a B. Sc. Degree in actuarial science for l’Université Laval and he is an associate of the Society of Actuaries (ASA). He is completely bilingual (French and English).