People
Main Contacts
BA, LLB
Director, President
CFA, B.A. (Honours)
Director of Strategic Business Development
CFA, MBA
Senior Portfolio Manager, Private Client Portfolio Management
Manager, Mutual Fund Services
Asset Class Managers
CFA, B.Math (Honours)
Director, Portfolio Manager, Fixed Income
CFA, B.Commerce
Director, Portfolio Manager, Small Cap Cdn Equity
CFA, MBA
Chairman, Chief Investment Officer, Portfolio Manager, Large Cap Cdn Equity
CFA, B.Commerce
Deputy Chief Investment Officer, Portfolio Manager, Global Equity
CFA, B.Commerce
Director, Portfolio Manager, Balanced Asset Mgmt.
CFA, B.Commerce
Director, Portfolio Manager, International Equity
CFA, HBA
Portfolio Manager, Small Cap Cdn Equity
CFA, B.Commerce
Director of Portfolio Management, Balanced Asset Mgmt.
CFA, MBA
Director of Research, Portfolio Manager, Large Cap Cdn Equity
CFA, A.B.
Portfolio Manager, U.S. Equity
Analysts
Ph.D
Equity Analyst
P. Eng, B.Sc.
Equity Analyst
CFA, MSc., BA (Honours)
Equity Analyst
MBA
Equity Analyst
CFA, BBA
Equity Analyst
HBA, B.Sc
Equity Analyst
BBA
Equity Analyst
CIM, B.Commerce
Equity Analyst
BBA
Equity Analyst
HBA
Equity Analyst
Mutual Fund Services
Manager, Mutual Fund Services
B.Comm.
Mutual Fund Advisor
B.Comm., CFP
Mutual Fund Advisor
Private Client Management
CFA, B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management
CFA
Director of Private Client Management
CFA, B.A. (Honours)
Director, Past Chairman and Senior Portfolio Manager
CFA, B.Sc., B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management
CFA, B.Commerce
Director, Portfolio Manager, Balanced Asset Mgmt.
CFA, BA
Portfolio Manager, Private Client Portfolio Management
CFA, B.Commerce
Senior Portfolio Manager, Private Client Portfolio Management
CFA, MBA
Senior Portfolio Manager, Private Client Portfolio Management
Institutional Client Management
CFA
Director of Institutional Client Management
CFA, B. Math. (Honours)
Portfolio Manager, Institutional Portfolio Management
CFA, B.A.
Senior Portfolio Manager
CFA, B.A. (Honours)
Director, Past Chairman and Senior Portfolio Manager
CFA, BBA
Portfolio Manager, Institutional Portfolio Management
CFA, B.Commerce
Director of Portfolio Management
Operations
MAppFin, PMP
Director of Operations
Trading
BBA, CIM
Trader
MSc., HBA
Trader
CFA, B.Comm.
Trader