Félix has over 13 years of institutional asset management experience as a consultant and in portfolio management. He achieved tailor-made and result-oriented investment solutions for all types of institutional investors (Family Office, Pension Plan, Bank, Insurer, Foundation/Endowment as well as Religious and First Nations Organisation). Knowledgeable with various asset classes, Félix is recognized for his deep knowledge in private markets (Private Debt, Real Estate, Infrastructure and Private Equity) and with ESG considerations (integration to investment decisions, reporting standards and other best practices) as well as for his strong listening skills and extensive knowledge of the financial sector.
At KPMG, Félix covers a wide array of asset management projects including Strategic Investment Planning, ESG Assessment and Improvement, Investment Policy Statement, Asset Allocation (long-term and tactical), Manager Selection, Impact Investing and Performance/Risk/ESG Monitoring. He also supports KPMG’s platform of services to Family Offices and successful entrepreneurs ensuring their continuity of their wealth and success for generations to come.
-
Bachelor’s degree in mathematics and Statistics, Actuarial Major, University of Montreal
-
Certification - Task Force on Climate-Related Financial Disclosures
-
CFA - Chartered Financial Analyst
-
Sun Youth voluntary work