LDIC Inc. said it has made a series of senior executive appointments aimed at supporting continued growth, strengthening client service, and maintaining what the firm described as performance excellence, as it marks 27 years since its 1998 founding and a second consecutive year of record-high assets under management.
Genevieve Roch-Decter, the firm’s president, has been appointed chief executive officer effective immediately and has also been designated an Ultimate Designated Person of LDIC. Roch-Decter rejoined LDIC in January 2025 as president and portfolio manager, bringing investment management and risk oversight experience as well as prior time at the firm. LDIC said she has helped reinforce its investment discipline while expanding its focus on intergenerational wealth planning and long-term wealth building for clients.
Michael B. Decter will remain chief investment officer and chairman of the board, a structure the firm said will allow him to focus exclusively on portfolio management while maintaining governance oversight.
LDIC also noted that Rahim Khakiani, who serves as chief financial officer, was appointed chief compliance officer in 2025 in addition to his finance role. Khakiani has been with LDIC for more than seven years and has prior experience in financial services and public accounting. The firm said the expanded mandate reflects work in strengthening financial controls and reinforcing compliance and operational rigor.
In a separate hire, LDIC named Nese Sokmen as head of client relations. Sokmen brings more than a decade of experience advising high- and ultra-high-net-worth families across investment management, portfolio oversight, and intergenerational planning. Most recently, she worked at Burgundy Asset Management as a senior associate in its Successful Families & Private Clients group, where she led and mentored a team serving high-net-worth households, according to LDIC.
LDIC is registered as a portfolio manager in all Canadian provinces except Newfoundland and Labrador, New Brunswick, Nova Scotia, and Prince Edward Island, and is registered as an investment fund manager in Ontario and Québec, as well as in Newfoundland and Labrador. The firm manages portfolios for mid- to high-net-worth individuals, corporations, and foundations, and oversees proprietary actively managed investment funds. LDIC also serves as trustee, manager, and investment advisor of the Healthcare Special Opportunities Fund, a closed-end fund listed on the Toronto Stock Exchange under the symbol MDS.UN.
KEY QUOTE:
“Genevieve has demonstrated strategic insight and an ability to lead with both rigor and vision. Her transition to CEO ensures LDIC remains at the forefront of disciplined investment management and client-centric service.”
Michael B. Decter, Chief Investment Officer and Chairman of the Board, LDIC Inc.
