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Sophie Palmer joined the firm in 1999 and became a Partner in 2008. Sophie is a registered portfolio manager and currently manages portfolios and relationships for Private Wealth and Institutional clients in Canada.

Sophie  is on the Board of Trustees of the CFA Institute Research Foundation, is an Officer of the Board for CFA Societies Canada, as well as past President of CFA Society Montreal (2015-2017) and past Chair of the Canadian Advocacy Council Oversight Committee (2015-2016). She also serves on many not-for-profit boards and committees.