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Julie St-germain

Vice President, Client Servicing at Montrusco Bolton Investments

Officer recordForm ADV filed 31 March 2026

Julie St-germain is Vice President, Client Servicing of Montrusco Bolton Investments Inc., a Montreal, Quebec investment adviser.

Career

Julie St-germain has been Vice President, Client Servicing of Montrusco Bolton Investments since March 2023. Julie St-germain is a control person of the firm and directly owns under 5% of it. Julie St-germain holds a Bachelor of Commerce in Accountancy from Concordia University.

Montrusco Bolton Investments Inc. is a Montreal, Quebec, Canada firm with $12.9B under management, 343 clients and 16 advisers across 6 offices, as of its March 2026 filing.

Julie St-Germain: Julie St-Germain is Vice-President, Client Servicing at Montrusco Bolton Investments Inc.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Professional designations

Listed by Montrusco Bolton Investments

  • Chartered Professional Accountant (CPA, 2008)

Individual registration and examination information for Julie St-germain is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Julie St-germain
CRD
7892386
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Julie St-germain work?

Julie St-germain has been Vice President, Client Servicing of Montrusco Bolton Investments Inc. since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Montrusco Bolton Investments

Sources

  1. IAPD individual lookup, CRD 7892386. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Montrusco Bolton Investments Inc., filed 31 March 2026. Title, control and ownership bands.
  3. Montrusco Bolton Investments team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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