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Serge LeVert-Chiasson, CFA Headshot

Serge LeVert-Chiasson, CFA

Managing Partner, Chief Compliance Officer

Bio

Serge LeVert-Chiasson is Managing Partner and Chief Compliance Officer of Sarona Asset Management. He leads the firm’s strategy, investments, operations, and growth. With more than 20 years of experience in impact investing and international finance, Serge believes strongly in the power of private enterprise and investment to build prosperous, inclusive economies. Before joining Sarona in 2009, he was Vice President of MEDA Investments and held roles at Export Development Canada and Crédit Lyonnais. Serge serves on corporate boards and investment advisory committees and was the founding chair of the Canada Forum for Impact Investment and Development (CAFIID). He holds an MSc in Accounting and Finance from the London School of Economics, an International MBA from the Schulich School of Business, and is a CFA charterholder.

“Successful investing in global markets is not about predicting every outcome, but about building resilient portfolios that can participate in growth across countries, sectors, and economic cycles while managing risk with discipline and patience.”

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Achievements & Milestones

2025

$1+ Billion in Assets Overseen

2023

20 Years of Investment Experience

2022

Global Coverage Across 10+ Markets

2019

Launched global equity strategy

2018

Introduced next-generation portfolio analytics framework

Recent Posts

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Happy students in Vietnam
Case Studies, Investment News, Sarona in the news, Sarona news stories

How Private Capital is Reaching 74,000+ Students in Emerging Markets

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Case Studies, Financial Services, Geographic Focus, Impact, Investments, MFast, Vietnam

Bringing Banking Services to Rural Vietnam with MFast