Skip to content

Marc Lecavalier

Senior Portfolio Manager, Small and Mid-Cap Equities at Montrusco Bolton Investments

Officer recordForm ADV filed 31 March 2026

Marc Lecavalier is Senior Portfolio Manager, Small and Mid-Cap Equities of Montrusco Bolton Investments Inc., a Montreal, Quebec investment adviser.

Career

Marc Lecavalier has been Senior Portfolio Manager, Small and Mid-Cap Equities of Montrusco Bolton Investments since December 2025. Marc Lecavalier is a control person of the firm and directly owns under 5% of it. Marc Lecavalier holds a Bachelor’s degree in Finance from Université de Sherbrooke and a Master’s degree in Finance from Université de Sherbrooke.

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.

Marc Lecavalier: Montrusco Bolton’s biography describes Marc Lecavalier’s career beginning at Natcan Investment Management (later Fiera Capital) and his focus on small and mid-cap investment opportunities.

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

  • CFA designation

Individual registration and examination information for Marc Lecavalier 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
Marc Lecavalier
CRD
8241865
Record basis
Form ADV officer listing

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

Common questions

Where does Marc Lecavalier work?

Marc Lecavalier has been Senior Portfolio Manager, Small and Mid-Cap Equities of Montrusco Bolton Investments Inc. since December 2025, and is a control person of the firm.

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

Is Marc Lecavalier a CFA charterholder?

Montrusco Bolton Investments lists Marc Lecavalier with the CFA credential (“CFA designation”) on its website. CFA Institute confirms certification status.

Source: Montrusco Bolton official team biography

Leadership at Montrusco Bolton Investments

Sources

  1. IAPD individual lookup, CRD 8241865. 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.

Report a correction