Our work is founded on values of collaboration and respect. Client satisfaction is our top priority.
Cape Cove’s success rests on solid foundations mainly constituted by its team of representatives. The latter can count on a seasoned executive team cumulating more than 100 years of experience, dedicated to supporting, guiding and providing them with an environment conducive to meeting their common goal to offer our clients the best personalized service.
Robert Audet, MBAPresident and Chief Executive Officerraudet@capecove.ca
Robert Audet is the firm’s president and CEO. Before being fully involved with his Cape Cove management company since 2013, he worked in the international interbank area of foreign exchange (FX) markets for over thirty years. Robert has worked for recognized financial institutions such as the Toronto Dominion Bank, the Union Bank of Switzerland, Crédit Lyonnais, the Royal Bank of Canada and the National Bank of Canada. Robert holds a joint MBA degree in international finance from Université Laval and York University.
Jean-Christophe Daigneault, M.Sc., CFAChief Compliance Officerjcdaigneault@capecove.ca
Jean-Christophe Daigneault is the chief compliance officer for the entire firm. He has over 25 years of experience in the financial field, mainly in large organizations such as the Caisse de dépôt et placement du Québec, PSP Investments, Investissement Québec and National Bank Financial. His experience ranges from investments to investment support to financial research. During his career, Jean-Christophe has worked in fields related to bonds, shares, and exempt and private market products. Jean-Christophe holds an MSc degree in Finance from Université de Sherbrooke, and a CFA designation from the CFA Institute.
Claude Dufour, M.A., C.L.UExecutive Vice Presidentcdufour@capecove.ca
Claude Dufour is the firm’s executive vice president. He has over 20 years of experience in the financial services field. He has worked in various firms as director of compliance, mutual fund director and financial security advisor in the fields of mutual funds and exempt market products. Claude enjoys perfecting and sharing his knowledge. Indeed, in his career path he has been alternately a student and an instructor, in the fields of finance and life insurance. He thus holds several certifications, including the designation of A.V.A. (C.L.U. – chartered life underwriter) from the Chambre de la sécurité financière. He holds a master’s degree from Université Laval.
Nick TzaferisVice President Corporate Developmentntzaferis@capecove.ca
Nick Tzaferis is the firm’s vice president corporate development. His experience of over 28 years in financial markets began when he was financial services director at the Bank of Montreal. Since then, he has worked as a financial advisor in various companies and as chief executive officer for alternative investments, speculative funds and structured products. He is also a chartered mortgage broker specializing in commercial and residential mortgages and in business financing. As a financial advisor, Nick has an in-depth knowledge of exempt, investment and insurance products, in the private market, investment capital, financing and capital raising sectors. Nick holds a bachelor’s degree from Concordia University. In addition, throughout his career he has taken corporate finance courses and holds several certifications in that area.
Benoît Crispin, M. Fin., R.L.U.Vice President Business Developmentbcrispin@capecove.ca
Benoit Crispin is the firm’s vice president business development. He has over 20 years of experience in the financial sector. He began his career as a researcher for a university research centre in bio-industry management, before collaborating in the establishment of the Institut de finance mathématique de Montréal (IFM2). Afterward, he worked in the investment field as an advisor and associate portfolio manager in a private management firm, and then worked as a financial analyst on behalf of a pension plan consulting firm. He was also a financial security advisor, mutual fund representative and exempt market dealer representative in a financial services firm where he was responsible for coordinating financial planning services for corporate clients. Benoit holds a master’s degree in financial research from the École des sciences de la gestion. He completed two levels of the CFA program (CFA Institute) and successfully completed the IQPF Financial Planner Training. He is currently enrolled in the CAIA (Chartered Alternative Investment Analyst) program.
Khadija JouiniMarketing & Communication Directorkjouini@capecove.ca
Khadija is the director of marketing and communications at Cape Cove. She has extensive experience in the field of marketing strategy and web content writing, having served as a marketing director at several leading financial firms. Khadija will oversee the development of Cape Cove’s marketing strategy, event organization, media plan and social media management. Khadija holds a Master of Business Administration specializing in Marketing from the Mediterranean School of Business. As part of her dissertation project, she also conducted a study of the various types of consumer behavior for one of the leading telecommunications companies in Africa and the Middle East.
Chang LiuMiddle Office Managercliu@capecove.ca
Chang is the middle office manager at Cape Cove. In this role, she is responsible for optimizing processes and procedures, including compliance for the entire group. Based on her experience in programming, she will also oversee the development and deployment of new IT tools for portfolio managers. Prior to joining the team, Chang was a fixed income analyst for an international firm in portfolio analysis technology. She has also been a data quality analyst with one of Canada’s largest pension fund managers. Chang holds a Bachelor’s degree in Mathematics (Major in Actuarial Science and Minor Statistics) with Distinction from Waterloo University.
Rick CouronneVice President of Business Development of Western Canadarcouronne@capecove.ca
Rick Couronne is the Vice President of Business Development of Western Canada.Couronne brings three decades of experience to Cape Cove in the financial markets and has worked in both the private and public markets. Prior to joining Cape Cove, Couronne has held various senior executive positions including President and CEO of another Exempt Market Dealer.His experience includes Head Trader AT Canadian branch of a major Wall Street Investment Brokerage firm, where he traded stocks, bonds and commodities. He was also a VP of Syndication, Stock Broker and vp OF Trading and Sales Manager for a Toronto-based Boutique Brokerage firm. Couronne’s expertise in Global Networking and Strategic Alliances provides him with a well-rounded perspective of the investment industry.
Larisa Wells, PhD EconomicsVice President Western Canadalwells@capecove.ca
Dr. Larisa Wells is the Vice President. Wells has her PhD in Mathematical Economics and has worked closely with a vast network of business and portfolio managers to identify unique opportunities and investment strategies to empower investors in this lucrative and rapidly growing private and alternative space. Wells focuses on business owners and medical professionals who are looking to manage their wealth through tax efficient investments that are designed to provide a compliment to the public markets and in many cases, provide a cash-flow with an upside potential.