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Senior Vice President, Head of Business Development and Marketing · Montrusco Bolton Investments Inc.

Claude-Andre Duquette

CRD 4369593 · Named on Form ADV at one SEC-registered adviser

At a glance

Montrusco Bolton Investments Inc., an SEC-registered asset manager based in Montreal, Quebec, Canada with $12.9 billion in regulatory assets, lists Claude-Andre Duquette on its Form ADV as Senior Vice President, Head of Business Development and Marketing, a control person.

Firms and roles

  • Montrusco Bolton Investments Inc.Senior Vice President, Head of Business Development and MarketingAsset manager · Montreal, Quebec, Canada · $13B in regulatory assets

AtlasMembers

Claude-Andre’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Claude-Andre’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (22)

  • Benoit BourdagesVice President, Operations and Data Analytics, Montrusco Bolton Investments Inc.
  • Jean-Claude AyotteSenior Vice President, Corporate Affairs, Montrusco Bolton Investments Inc.
  • Sylvain BoulePresident & Chief Executive Officer, Montrusco Bolton Investments Inc.
  • Timothy RussellVice President, Client Servicing, Montrusco Bolton Investments Inc.
  • Ginette TherienSenior Vice President, Governance and Chief Compliance Officer, Montrusco Bolton Investments Inc.

17 more people named with Claude-Andre on the same filings, with titles and firms. Free in Atlas with a free account.

See all 22 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Claude-Andre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.