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Private Client Management

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Pam Francis

CFA, B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management

Hamilton KeenBeth

Beth Hamilton-Keen

CFA
Director of Private Client Management

Bill MacLachlan

William MacLachlan

CFA, B.A. (Honours)
Director, Past Chairman and Senior Portfolio Manager

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Desmond Martin

CFA, B.Sc., B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management

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Greg Peterson

CFA, B.Commerce
Director, Portfolio Manager, Balanced Asset Mgmt.

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Erin Stephens

CFA, BA
Portfolio Manager, Private Client Portfolio Management

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Steven Visscher

CFA, B.Commerce
Senior Portfolio Manager, Private Client Portfolio Management

Woo Olivia

Olivia Woo

CFA, MBA
Senior Portfolio Manager, Private Client Portfolio Management