Management

A vision focused on innovation

Our management team is made up of professionals who, through their experience, skills, and ideas, drive our WealthTech to the top of the wealth management industry.

Rémy Therrien

Founder and Executive Chairman of the Board

Member of the board of directors

As founder of Croesus, Rémy now holds the role of Executive Chairman of the Board. Since Croesus’ very beginnings, he has always relied on human talent and trust to create strong relationships with his employees and clients. Rémy is currently a member of the board of Finance Montréal and is recognized as a philanthropist who is actively involved in various charities. He graduated from the Université Laval in Quebec City with a Bachelor’s degree in Engineering Physics.

Vincent Fraser

President

Member of the board of directors

Vincent Fraser is passionate about business and high technology, and has performed in these sectors for 25 years. During this time, he has developed expertise in leadership and the development of growth strategies combining human capital, financing, mergers and acquisitions, and good governance practices. In 2000, he co-founded Processia, a consulting and solutions integration company specializing in product lifecycle management. He led the company’s international development, with operations in North America, Europe, and Asia. Vincent is a graduate of Polytechnique Montréal and Harvard Business School.

François Aird

Administrator

Member of the board of directors

As a serial entrepreneur, François co-founded A&G Conseil, which was sold and integrated into the Cossette Communication Group in 2000. At the same time, François and his associates started CEDROM Technologies that was sold in 2018 to Cision. François and his associates also launched IXIASOFT, a company that provides document management software. He chaired the Board of Directors of Proximi-T, CEDROM-SNi and Ixiasoft, the Association québécoise des technologies (AQT) and the Centre de recherche informatique de Montréal (CRIM).

Jean-François Desaulniers

Vice-President and General Manager

Member of the board of directors

Since 2015, Jean-François has been in charge of Croesus’s operational teams as vice-president and general manager. A graduate of the Université de Sherbrooke, he previously founded Valsar, a consulting firm specializing in the integration of IT solutions, which merged in 2005 with the public company Nstein, where he served as a subsidiary president for 5 years. He then joined Acceo as vice-president of professional services. Jean-François continues to be involved in various organizations and is currently an administrator at the Chambre de Commerce et d’Industrie de Laval.

Jonathan Gagnon

Vice-President, Software Engineering

As Vice-President of Software Engineering, Jonathan Gagnon is responsible for ensuring the successful implementation and advancement of Croesus’s software development strategy, while training the next generation of developers and leaders. Working in the Croesus environment since 2005, he has 25 years of experience in information technology, including over 16 years in financial technologies. He holds a master’s degree in computer science from Concordia University and a bachelor’s degree in computer management from the University of Sherbrooke. He is also TOGAF 9.2 and PSM I certified.

Lucie Laliberté

Administrator

Member of the board of directors

Lucie joined Croesus in 2012 as the Special Projects Director with a mandate to improve business management practices and is now Administrator of the Board of Directors. Since her start at the company, Lucie has ensured that employees benefit from an engaging professional environment and that the company’s philanthropic vision of giving back to the community is achieved. Her contribution continues as she is now actively involved in a number of foundations in the region. Lucie graduated from Université Laval in Quebec City as a Chemical Engineer.

Luc Larose

Vice-President, Client Experience

Luc possesses over 25 years of experience as a consultant and project manager. He joined Croesus in 2018 as Project management office manager. Driven by a passion for his work and much appreciated for his integrity, Luc has worked in a number of fields such as banking, information technology, wireless telephony, and customer contact centres for private and public sector companies. He is a certified project management professional and holds an MBA with a concentration in business strategy and a certificate in economics from Université de Montréal. He is also a member of the Barreau du Québec.

Marc Riel

Vice-President, Business Development and Strategic Partnerships, North America

Marc Riel (CPA, FCSI) has worked in the financial sector since the 90s. After beginning his career as a trader at National Bank of Canada, he became the head of trading for the international markets at the Caisse de dépôt et placement du Québec. He was also Vice-President at Opes Software before moving into institutional sales at Industrial Alliance Securities. He holds a bachelor’s degree in finance from Concordia University and an MBA from UQAM.

Sylvain Simpson

Strategic Advisor to the President

Member of the board of directors

Sylvain was President of Croesus between 1996 and 2024. He is now Strategic Advisor to the President and a member of the Board of Directors. He is known for his in-depth industry knowledge and his commitment to the success of Croesus. With more than 30 years of experience to his credit, he is a pioneer in the creation of numerous software including the very first Croesus platform. Sylvain graduated from ÉTS in Montréal with an Engineering degree and began his career at Croesus in 1994.