Stephen Bronfman
Executive Chairman |
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Pierre Boivin O.C., C.Q.
Vice Chairman |
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Frederic Martel
President and Chief Executive Officer |
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Murielle Lortie, CPA, CA
Chief Financial and Operating Officer |
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Executive Chairman
Stephen Bronfman
Stephen has spent more than 25 years guiding the Claridge’s investment strategy and seeking out unique business opportunities locally and internationally. Formerly known as CEMP Investments, the firm was founded in 1951 by his grandfather, Samuel Bronfman, and renamed by his father, Charles Bronfman. It is one of the oldest family offices in Canada. Under Stephen’s stewardship, Claridge has distinguished itself through its entrepreneurial spirit and flexible investment structure with operations in both Canada and Israel. He focuses on ventures with solid management and operational credentials, partnering with businesses to achieve long-term value and growth.
That same spirit and structure applies to philanthropy. Together with his wife, he established the Claudine and Stephen Bronfman Family Foundation to support the arts, the environment, entrepreneurship and the Jewish community with a strong focus on Montreal. Stephen is Chair of the Samuel and Saidye Bronfman Family Foundation and sits on the boards of several non-profit organizations including the David Suzuki Foundation, where among other priorities he is involved with climate action advocacy.
Stephen is also Chief Revenue Officer of the Liberal Party of Canada.
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Vice Chairman
Pierre Boivin, O.C., C.Q.
Pierre Boivin, O.C., C.Q., is, since January 2024, Vice Chair of the board of directors and Special Advisor of Claridge Inc., a private investment firm that represents the interests of the Stephen Bronfman family.
From 2011 to the end of 2023, he was the President and CEO of Claridge Inc.
From 1999 to 2011, he was President and CEO of the Montreal Canadiens Hockey Club, the Bell Centre and Evenko.
He was also President and CEO of Canstar Sports Inc, and Bauer Nike Hockey, a world leader in the hockey equipment industry, from 1994 to 1999.
Pierre Boivin is currently Chairman of the board of Metro Inc. and Solotech and member of the boards of the National Bank of Canada, and Groupe CH.
Highly involved in the community, since 2023 he is co-chairman of GALOPH - an acceleration group for the optimization of the Hippodrome de Montréal project through the creation of a new, forward-looking eco-neighborhood offering thousands of community housing units.
Since 2017, Pierre is very involved in the development of the artificial intelligence ecosystem in Quebec and Canada. He is the Chairman of the board of Mila – Quebec Artificial Intelligence Institute. He was also the chairman of Forum IA Quebec from 2019 to 2023, and member of the Canadian Advisory Council on Artificial Intelligence from 2017 to 2019.
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In 2000, he founded the Montreal Canadiens Children's Foundation, of which he is Chairman of the Board.
From 2004 to 2018, he was a board member of the CHU Sainte-Justine Foundation and Chairman of the board from 2006 to 2012.
He was co-chairman of the major campaign Plus mieux guérir from 2013 to 2018, which raised $255 million. Pierre and his wife Lucie have been named philanthropists emeritus, as part of the Voir Grand 2023-2028 major campaign, with a target of $500 million.
From 1998 to 2003, he was Chairman of the board of Special Olympics Quebec and he served as a board member of Special Olympics Canada from 2003 to 2006.
He was awarded an honorary doctorate from Université de Montréal in 2009 in recognition of his achievements in the sports industry and his community involvement, particularly with children.
He was named “most socially committed top executive” by Les Affaires in 2015.
Pierre was made an Officer of the Order of Canada in 2009 and was appointed a knight of l’Ordre national du Québec in 2017.
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- Global Growth
- Operations
- Turnaround
- Media & Communications
- Sports & Leisure
- Retail
- Financial Institutions
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President and Chief Executive Officer
Frederic Martel
As president and chief executive officer since January 2024, Frédéric oversees the teams responsible for the management and growth of the investment portfolio as well as the day-to-day operations of the family office.
Frédéric has over 20 years' experience in capital markets and portfolio management, including traditional and alternative asset classes. He joined Claridge in 2005 and has led investments in private companies in a broad range of industries. More recently, as Chief Investment Officer, he led Claridge's overall investment activities and was responsible for asset allocation and risk management. He has also steered the creation and the management of Claridge’s strategic investment partnerships in several industry sectors.
Before joining Claridge, he worked in Desjardins Securities' corporate finance group, where he handled many mandates, including public equity offerings, private placements, and mergers and acquisitions. He started his career as an engineer in the telecommunications sector.
Frédéric sits on the boards of several portfolio companies. He is also strongly engaged in the community and sits on the boards of the CHU Ste-Justine Foundation and Montréal International, as well as on the investment committees of several other foundations.
He holds an MBA from McGill University and a bachelor's degree in engineering from Université du Québec à Chicoutimi.
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- President and Chief Executive Officer
- Mergers & Acquisitions
- Investment Management
- Capital Markets
- Private Equity
- Hedge Funds
- Fund Structuring
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Chief Financial and Operating Officer
Murielle Lortie, CPA, CA
Murielle joined Claridge in 2021. She is responsible for supervising a team of over 20 staff in areas of Finance, Tax, Legal, IT & HR. She is actively involved in M&A and divestiture related activity including due diligence, amalgamation and restructuring activities as well as post-closing financing and development. Murielle is also involved in corporate governance and is a member of several boards and audit committees of our direct investments.
Prior to joining Claridge, Murielle served as CFO at Liminal BioSciences, and Pharmascience. She also held several finance-related positions at Bristol-Myers Squibb Canada, Lafarge North America, and Arthur Andersen. She is a Board member & Audit Chair of Profound Medical Inc. (NASDAQ & TSX) and serves on several portfolio companies Boards and Audit Committees. She also is on the Board of Finance Executives International (FEI) Canada, FEI Quebec, and Bishop’s University.
Murielle attended both Bishop’s University (Bachelor of Business Administration) and Concordia University (Graduate Diploma of Accountancy).
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- Chartered Professional Accountant
- Mergers & Acquisitions
- Due Diligence
- Business Integration
- Corporate Governance
- Risk Management
- Operational Efficiencies
- Strategy
- Manufacturing
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Julie Doyon
Vice President - Taxation |
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Ludovic Dumas
Managing Director |
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Wayne Heuff
Managing Director, Claridge Real Estate |
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Brian Cyr, CFA
Vice President – Fund Investments |
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Vice-President, Taxation
Julie Doyon
Julie joined Claridge at the end of 2017 as Vice President, Taxation.
She is responsible for the establishment and communication of fiscal strategies, risk assessment, compliance achievement and implementation of high standard tax corporate governance practices. Julie is also responsible for executing fiscal strategies to assist the principle and the senior management team in achieving their short and long-term financial and strategic objectives in terms of investment activities. Finally, Julie is responsible for personal tax planning, donation planning and compliance for the principal and the corporate and philanthropic entities.
Prior to joining Claridge, Julie was a tax partner at the PwC Montreal office. She led the High Net Worth tax practice. For more than 20 years, at PwC, Julie has advised family and private business owners on succession, estate and will planning, as well as corporate reorganizations. She has also advised senior executives of public corporations and wealthy individuals in their personal tax planning, tax compliance and tax compliance of the corporate entities.
Julie holds a master's degree in taxation from the University of Sherbrooke.
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- Tax governance
- Tax risks management
- Tax and donation planning
- Estate and will planning
- Tax compliance
- Structuring acquisition of investments
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Managing Director
Ludovic Dumas
Ludovic and his team are responsible for sourcing and evaluating potential investment opportunities, overseeing due diligence, investment execution, and portfolio monitoring
Prior to joining Claridge, Ludovic worked in the investment banking department of CIBC where he provided financial and strategic advice to businesses and was involved in a broad range of transactions, including mergers, acquisitions, corporate sales and divestitures, and financings. He worked on mandates across diverse industries, including software, food, industrials, and services over the course of his tenure at CIBC..
Ludovic previously worked at Deloitte Consulting where he completed a wide range of management consulting mandates, including strategic planning, market studies, corporate restructuring, commercial due diligence, business intelligence, regional economic development, and benchmarking studies. He started his career in the investment banking department of ING Group in Frankfurt.
Ludovic serves as director on the board of several portfolio companies. He also serves the board of the CFA Montréal Society.
He holds a Bachelor in Business Administration from HEC Montreal where he graduated with Distinction. He is a CFA charterholder and he also attended WHU – Otto Beisheim School of Management in Germany.
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- Management Consulting
- Corporate Strategy
- Mergers & Acquisitions
- Private Equity
- Technology
- Food and Beverage
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Managing Director, Claridge Real Estate
Wayne Heuff
Wayne joined Claridge in 2016. He is responsible for the management of Claridge’s real estate investment platform leading a team of real estate investment professionals. Wayne and his team source and underwrite new potential investments, conduct the requisite due diligence, negotiate the terms of investment with development partners and coordinate the closing of investments. During the life of an investment, the real estate team is actively involved in managing the investment and our development partners, including the disposition of completed investments.
Prior to joining Claridge, Wayne owned and operated a real estate advisory business for 20 years, which focused on asset management, due diligence, development management and corporate advisory work for private investors, public companies and financial institutions. He started his real estate career with Canderel, and also worked for Trizec and Cadim (a former Ivanhoe Cambridge entity). Wayne serves as Chairman of the Board of Directors of the MAA and was a trustee of Canmarc REIT, prior to its acquisition by Cominar.
Wayne attended Concordia University (Bachelor of Commerce, Finance Major) and serves on the John Molson School of Business Advisory Board for the Jonathan Wener Centre for Real Estate at Concordia University.
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- Managing Director - Claridge Real Estate
- 38 years of real estate experience
- Asset Management
- Due Diligence
- Development
- Acquisitions and Dispositions
- Workouts and Restructuring
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Vice President – Fund Investments
Brian Cyr, CFA
Brian Cyr is Vice President at Claridge, Stephen Bronfman’s family office. In this role, Brian oversees the selection and monitoring of external asset managers for Claridge and affiliated entities. This coverage includes a variety of asset categories, notably private equity, public securities, fixed income, liquid alternatives, private credit and real assets funds.
Prior to joining Claridge in June 2022, Brian was Managing Director – Private Markets for a newly established multi-family office. Previously, he led for over nine years the Canadian representation of bfinance – a global independent institutional investment consultancy. In this role and for most of his career, he has been working with institutional investors in public/private pensions, endowments and foundations as well as investment platforms. Early on in his career, he stepped up to oversee the investment platform of a major Canadian insurance company. His employments included other well-known global organizations like Fidelity Investments and Caisse de dépôt et placement du Québec (CDPQ).
Brian earned a BA in Public Communications and a BBA in International Business from Université Laval in Quebec City. He also attended Lunds universitet in Sweden. He is a CFA charterholder.
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