# Stéphan Morency

> Stéphan Morency is the Montreal-based president and CEO of Fondaction and the Fondaction-Bâtirente combination, a role he assumed on April 13, 2026. A Concordia commerce graduate and former entrepreneur, he joined Fondaction in 2009 and helped develop specialized investment structures including Inlandsis, SOFIAC, Fondaction Gestion d’actifs and agricultural and urban trusts. His work connects collective savings with financial returns and social and environmental outcomes.

- **Role:** President and Chief Executive Officer at Fondaction and the Fondaction-Bâtirente combination
- **Organizations:** Fondaction, Fondaction Gestion d’actifs, Bâtirente-Fondaction combination, Global Impact Investing Network Investors’ Council, Multitudes, Groupe communautaire L’Itinéraire (former board chair), Fiducie agricole UPA-Fondaction, Fiducie Angus, Deloitte (former), Desjardins Capital (former), Othentika (cofounder), Amuse (cofounder)
- **Education:** Bachelor of Commerce (BComm), Concordia University
- **Known for:** Helped develop Fondaction Gestion d’actifs, Inlandsis, SOFIAC, the Angus trust and the UPA-Fondaction agricultural trust., Contributed to the Canadian Impact Investing Working Group and authored the foreword to its report on mobilizing asset owners., Member of the Global Impact Investing Network Investors’ Council.

## Career timeline

- **1995-1998** — Corporate finance analyst at Samson Bélair Deloitte & Touche.
- **1998-2001** — Portfolio director at Desjardins Capital de risques.
- **2001-2006** — Cofounder and president of Othentika.
- **2007-2009** — Cofounder and senior vice-president, corporate strategy, at Amuse.
- **2009** — Joined Fondaction as a portfolio director.
- **2012** — Promoted to senior portfolio director, according to Fondaction’s 2019 and 2024 biographies; a 2017 government biography gives 2013.
- **2017** — Became deputy chief investment officer.
- **2019** — Appointed chief investment officer on May 6.
- **2022** — Became executive board chair of Fondaction Gestion d’actifs, launched that year.
- **2024** — Became executive vice-president, strategic initiatives, on April 22; later described as strategy and planning.
- **2026** — Assumed the presidency and CEO role at Fondaction and the Fondaction-Bâtirente combination on April 13.

## Achievements

- Helped develop Fondaction Gestion d’actifs, Inlandsis, SOFIAC, the Angus trust and the UPA-Fondaction agricultural trust.
- Contributed to the Canadian Impact Investing Working Group and authored the foreword to its report on mobilizing asset owners.
- Member of the Global Impact Investing Network Investors’ Council.
- Cofounded Othentika and Amuse before joining Fondaction.

## Latest updates

- **2026-09** — Presented Fondaction’s achievements and future plans at its annual meeting, emphasizing broader savings access and collective power.
- **2026-09** — Announced Steven Guilbeault as executive adviser on climate, biodiversity and the social and ecological transition.
- **2026-06** — As CEO, commented on Fondaction’s annual results: C$4.54 billion in net assets and a 9.2% annual shareholder return for the year ended May 31, excluding tax credits.
- **2026-04** — Succeeded Geneviève Morin as president and CEO on April 13.
- **2025-10** — Appeared in Finance in action’s Capital and Conscience episode with Meriem Mehdaoui.

## Links

- Website: https://www.fondaction.com/
- LinkedIn: https://www.linkedin.com/in/stephanmorency

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Profile page: https://yespress.io/stephan-morency
Published by YesPress — https://yespress.io
Last updated: 2026-10-10